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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 %
GWAG
1151
Garrett Wealth Advisory Group
Texas
$204K -$8.25K -19 -4%
KP
1152
Keel Point
Alabama
$201K +$201K +463 New
CIA
1153
Cascade Investment Advisors
Oregon
$200K +$200K +460 New
ST
1154
Smithfield Trust
Pennsylvania
$200K
TFGT
1155
TS Financial Group (TSFG)
Illinois
$194K
AAG
1156
Armstrong Advisory Group
Massachusetts
$183K +$5.22K +12 +3%
CYG
1157
Clean Yield Group
Vermont
$181K
QPBE
1158
Quintet Private Bank (Europe)
Luxembourg
$181K -$232K -534 -56%
EBA
1159
Eagle Bay Advisors
New York
$179K +$50.8K +117 +40%
WB
1160
Webster Bank
Connecticut
$176K
PWA
1161
Provenance Wealth Advisors
Florida
$176K +$176K +404 New
AA
1162
Alta Advisers
United Kingdom
$174K
PAG
1163
Paladin Advisory Group
Iowa
$166K
PFBT
1164
Parkside Financial Bank & Trust
Missouri
$162K +$9.13K +21 +6%
CMBA
1165
C.M. Bidwell & Associates
Hawaii
$162K
ATC
1166
Adirondack Trust Company
New York
$158K -$6.09K -14 -4%
FSWA
1167
Financial Synergies Wealth Advisors
Texas
$157K
HT
1168
Headlands Technologies
Illinois
$156K +$156K +358 New
Jones Financial Companies
1169
Jones Financial Companies
Missouri
$151K +$3.04K +7 +2%
PWMG
1170
Prestige Wealth Management Group
New Jersey
$151K +$7.84K +18 +5%
PCFFS
1171
Pacific Center for Financial Services
California
$150K +$150K +346 New
TCOV
1172
Trust Company of Vermont
Vermont
$147K -$10.9K -25 -7%
SSB
1173
Sandy Spring Bank
Maryland
$144K
IWP
1174
Icon Wealth Partners
Texas
$142K
CT
1175
Colonial Trust
South Carolina
$141K