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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 %
SAF
1051
Smith Anglin Financial
Texas
$359K +$463 +1 +0.1%
MWM
1052
Modera Wealth Management
New Jersey
$359K -$58.8K -127 -14%
NFG
1053
Nations Financial Group
Iowa
$356K +$356K +770 New
GC
1054
Gratus Capital
Georgia
$356K -$20.4K -44 -5%
SC
1055
Sawyer & Company
Massachusetts
$355K
SS
1056
Sunbelt Securities
Texas
$353K -$926 -2 -0.3%
FNBTCON
1057
First National Bank & Trust Co of Newtown
Pennsylvania
$353K
OA
1058
Oxbow Advisors
Texas
$352K +$352K +761 New
VVP
1059
Venture Visionary Partners
Ohio
$352K -$4.63K -10 -1%
Fisher Asset Management
1060
Fisher Asset Management
Washington
$351K -$9.27K -20 -3%
LFA
1061
LGT Financial Advisors
Texas
$350K +$48.6K +105 +16%
AWM
1062
Axxcess Wealth Management
California
$346K -$771K -1,664 -69%
CAAS
1063
Capital Asset Advisory Services
Michigan
$346K -$49.6K -107 -13%
GWSG
1064
GPS Wealth Strategies Group
Colorado
$345K +$47.7K +103 +16%
BG
1065
Bahl & Gaynor
Ohio
$343K +$8.33K +18 +2%
BWP
1066
Balboa Wealth Partners
Arizona
$342K +$68.1K +147 +25%
MW
1067
Marcum Wealth
Ohio
$342K +$463 +1 +0.1%
CAC
1068
Certified Advisory Corp
Florida
$339K +$463 +1 +0.1%
EP
1069
Edgestream Partners
New Jersey
$336K -$244K -526 -42%
First Manhattan
1070
First Manhattan
New York
$332K +$2.78K +6 +0.8%
DIM
1071
Delta Investment Management
California
$331K -$42.6K -92 -11%
GI
1072
GAMMA Investing
California
$330K +$330K +660 New
DWM
1073
Defined Wealth Management
Oregon
$330K +$1.39K +3 +0.4%
SI
1074
Symmetry Investments
Jersey
$329K +$329K +710 New
FNBT
1075
FineMark National Bank & Trust
Florida
$329K +$47.7K +103 +17%