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McKesson

1,258 hedge funds and large institutions have $41.6B invested in McKesson in 2023 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 368 increasing their positions, 566 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,258
Holders Change
-23
Holders Change %
-1.8%
% of All Funds
20.13%
Holding in Top 10
27
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-30.77%
% of All Funds
0.43%
New
104
Increased
368
Reduced
566
Closed
104
Calls
$397M
Puts
$328M
Net Calls
+$68.8M
Net Calls Change
+$195M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1201
Baystate Wealth Management
Massachusetts
$17.6K +$6.47K +18 +58%
CP
1202
Castleview Partners
Texas
$17.4K
SFG
1203
Steward Financial Group
Texas
$17K +$6.38K +18 +60%
OLVIG
1204
Oliver Lagore Vanvalin Investment Group
Michigan
$16.7K -$5.34K -15 -24%
HIA
1205
Harbor Investment Advisory
Maryland
$16K
MTIC
1206
Missouri Trust & Investment Company
Missouri
$16K
JIR
1207
James Investment Research
Ohio
$16K -$27K -76 -63%
BWL
1208
Bogart Wealth LLC
Virginia
$15.7K +$4.27K +12 +38%
TLA
1209
Tanglewood Legacy Advisors
Texas
$14.2K
RCG
1210
Rock Creek Group
District of Columbia
$13.9K +$3.56K +10 +34%
WSC
1211
Wellington Shields & Co
New York
$12.5K -$5.34K -15 -30%
HI
1212
Hoey Investments
Pennsylvania
$10.7K
DCP
1213
Distillate Capital Partners
Illinois
$10.7K +$356 +1 +3%
PP
1214
Pacifica Partners
Canada
$10.3K
HWA
1215
HHM Wealth Advisors
Tennessee
$9.97K +$9.97K +28 New
AWM
1216
Atticus Wealth Management
Florida
$9.26K -$6.05K -17 -40%
ACM
1217
Antonetti Capital Management
Florida
$8.9K
AWM
1218
Accel Wealth Management
Iowa
$8.69K
SC
1219
Schubert & Co
Texas
$8.55K -$1.07K -3 -11%
LF
1220
Lee Financial
Texas
$8.2K -$2.14K -6 -21%
VWM
1221
Valley Wealth Managers
New Jersey
$7.83K
AWM
1222
Abound Wealth Management
Tennessee
$7.48K +$2.49K +7 +50%
SIS
1223
Sound Income Strategies
Florida
$7.12K -$13.9K -39 -66%
FRA
1224
Front Row Advisors
California
$7K +$1.4K +4 +25%
MFT
1225
Moisand Fitzgerald Tamayo
Florida
$6.77K