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McKesson

1,473 hedge funds and large institutions have $53.4B invested in McKesson in 2023 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 488 increasing their positions, 539 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,473
Holders Change
+133
Holders Change %
+9.93%
% of All Funds
21.59%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
231
Increased
488
Reduced
539
Closed
79
Calls
$598M
Puts
$597M
Net Calls
+$921K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Shares
Change %
SCP
1026
Sivia Capital Partners
California
$400K +$400K +865 New
PFGIA
1027
Patriot Financial Group Insurance Agency
Massachusetts
$399K -$142K -307 -26%
BAM
1028
Belpointe Asset Management
Nevada
$397K -$316K -683 -44%
TF
1029
Tompkins Financial
New York
$396K +$278K +601 +237%
KWM
1030
Kingsview Wealth Management
Oregon
$395K -$15.3K -33 -4%
QWP
1031
Quotient Wealth Partners
Texas
$393K +$393K +848 New
I2I
1032
Insight 2811 Inc
Illinois
$389K -$7.41K -16 -2%
1W
1033
1776 Wealth
Georgia
$388K
DWT
1034
Dorsey & Whitney Trust
South Dakota
$388K +$7.41K +16 +2%
WWM
1035
WT Wealth Management
Arizona
$385K -$2.32K -5 -0.6%
PWPS
1036
Pinnacle Wealth Planning Services
Ohio
$384K -$463 -1 -0.1%
Capstone Investment Advisors
1037
Capstone Investment Advisors
New York
$379K +$379K +818 New
CPCM
1038
Cardinal Point Capital Management
Ontario, Canada
$377K -$30.6K -66 -8%
UW
1039
Unique Wealth
Florida
$376K +$376K +813 New
BWA
1040
Burt Wealth Advisors
Maryland
$376K
CFP
1041
Catalyst Financial Partners
Massachusetts
$376K +$17.1K +37 +5%
GFA
1042
Gallagher Fiduciary Advisors
Illinois
$375K +$51.4K +111 +16%
MA
1043
MCF Advisors
Kentucky
$375K +$46.4K +100 +14%
AC
1044
AlphaCore Capital
California
$374K +$16.2K +35 +5%
HCM
1045
Hollencrest Capital Management
California
$372K +$23.1K +50 +7%
BHCM
1046
Brevan Howard Capital Management
Jersey
$371K +$371K +802 New
ZIC
1047
ZWJ Investment Counsel
Georgia
$370K -$47.2K -102 -11%
HC
1048
Hamilton Capital
Ohio
$365K +$94.9K +205 +35%
IA
1049
IFP Advisors
Florida
$362K -$318K -686 -47%
GL
1050
Graypoint LLC
New York
$362K +$45.8K +99 +15%