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McKesson

1,340 hedge funds and large institutions have $49.6B invested in McKesson in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 445 increasing their positions, 524 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+27
Holders Change %
+2.06%
% of All Funds
21.36%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.69%
New
122
Increased
445
Reduced
524
Closed
78
Calls
$469M
Puts
$468M
Net Calls
+$1.22M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
1126
MKT Advisors
California
$217K +$217K +495 New
MAM
1127
McLean Asset Management
Virginia
$216K +$216K +476 New
Loomis, Sayles & Company
1128
Loomis, Sayles & Company
Massachusetts
$216K +$120K +275 +124%
AT
1129
Arden Trust
Delaware
$215K -$30.9K -71 -13%
VA
1130
Valmark Advisers
Ohio
$213K +$1.31K +3 +0.6%
WDC
1131
Woodward Diversified Capital
California
$213K +$3.04K +7 +1%
BBA
1132
BLB&B Advisors
Pennsylvania
$213K -$8.7K -20 -4%
DFS
1133
Dixon Fnancial Services
California
$213K
LFA
1134
Legacy Financial Advisors
Kentucky
$212K -$10K -23 -5%
APF
1135
Alaska Permanent Fund
Alaska
$212K +$212K +487 New
AWA
1136
Arkadios Wealth Advisors
Georgia
$212K -$870 -2 -0.4%
SL
1137
Salomon & Ludwin
Virginia
$211K
SOS
1138
Silver Oak Securities
Tennessee
$211K +$211K +486 New
PHAM
1139
Palisades Hudson Asset Management
Florida
$211K
SW
1140
StrongBox Wealth
Missouri
$210K -$6.09K -14 -3%
CPRC
1141
Consolidated Portfolio Review Corp
New York
$210K +$210K +483 New
VSQM
1142
V-Square Quantitative Management
Illinois
$210K +$210K +482 New
OP
1143
ORG Partners
Indiana
$208K -$6.96K -16 -3%
WMA
1144
Wealth Management Associates
New Jersey
$207K +$207K +476 New
MCC
1145
Money Concepts Capital
Florida
$207K -$80K -184 -28%
LIM
1146
Leavell Investment Management
Alabama
$206K +$206K +473 New
LIA
1147
LBMC Investment Advisors
Tennessee
$206K -$16.7K -38 -7%
SA
1148
Syntax Advisors
New York
$205K -$12.6K -29 -6%
VCG
1149
Vantage Consulting Group
Virginia
$205K -$12.6K -29 -6%
BFG
1150
Berger Financial Group
Minnesota
$204K -$24.8K -57 -11%