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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 %
KA
1126
KLCM Advisors
Wisconsin
$292K +$38K +82 +15%
OWA
1127
Opal Wealth Advisors
New York
$292K -$3.7K -8 -1%
SDWIA
1128
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$292K
FS
1129
Ferguson Shapiro
Georgia
$291K
BWAM
1130
Boyd Watterson Asset Management
Ohio
$290K -$3.24K -7 -1%
FWM
1131
ForthRight Wealth Management
Georgia
$290K -$8.8K -19 -3%
IA
1132
IFG Advisory
Georgia
$288K +$288K +623 New
UID
1133
Union Investments & Development
Israel
$287K
SAM
1134
Sompo Asset Management
Japan
$287K -$92.6K -200 -24%
WSC
1135
Wellington Shields & Co
New York
$287K +$157K +340 +122%
AL
1136
Aspiriant LLC
California
$285K +$285K +616 New
QPWM
1137
Quadrant Private Wealth Management
Pennsylvania
$285K -$6.49K -14 -2%
DCM
1138
Donaldson Capital Management
Indiana
$284K -$101K -219 -26%
KCM
1139
Kanawha Capital Management
Virginia
$281K +$12.5K +27 +5%
FL
1140
Fort LP
Maryland
$281K -$33.3K -72 -11%
PP
1141
Paloma Partners
Connecticut
$280K +$280K +604 New
MWM
1142
Mosley Wealth Management
California
$278K +$278K +601 New
SAMC
1143
Spectrum Asset Management (California)
California
$278K
HFAS
1144
Hummer Financial Advisory Services
Illinois
$278K
GIM
1145
Groesbeck Investment Management
New Jersey
$278K
WW
1146
Westshore Wealth
California
$278K -$4.17K -9 -1%
AC
1147
Allstate Corporation
Illinois
$278K -$27.3K -59 -9%
ECM
1148
EagleClaw Capital Management
Massachusetts
$278K
CPIG
1149
Chicago Partners Investment Group
Illinois
$277K +$7.76K +16 +3%
PIM
1150
Penobscot Investment Management
Massachusetts
$276K