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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 %
GWS
1201
Glassman Wealth Services
Virginia
$104K -$4.35K -10 -4%
TCA
1202
Trifecta Capital Advisors
Illinois
$98.7K +$6.52K +15 +7%
C
1203
Covestor
United Kingdom
$97K -$4.35K -10 -4%
UCB
1204
United Community Bank
South Carolina
$96.1K -$10.9K -25 -10%
BHWM
1205
Bay Harbor Wealth Management
Maryland
$95.4K +$1.31K +3 +1%
KFI
1206
Key Financial Inc
Pennsylvania
$94.8K
GI
1207
Gradient Investments
Minnesota
$93.9K +$30K +69 +47%
CCP
1208
Carmel Capital Partners
California
$93.9K +$57K +131 +154%
WIM
1209
Westside Investment Management
California
$87K
CHC
1210
City Holding Co
West Virginia
$87K
CSPIA
1211
Cary Street Partners Investment Advisory
Virginia
$86.1K +$14.8K +34 +21%
CA
1212
Centerpoint Advisors
Massachusetts
$85K -$2.6K -6 -3%
CG
1213
Cutler Group
California
$85K
LFG
1214
Larson Financial Group
Missouri
$84.4K +$67K +154 +385%
CWP
1215
Concord Wealth Partners
Virginia
$82.6K -$70.9K -163 -46%
RFG
1216
RFP Financial Group
Georgia
$80.4K
CAC
1217
Core Alternative Capital
Georgia
$78.3K
VNA
1218
Valley National Advisers
Pennsylvania
$77K +$5.66K +13 +8%
RDFA
1219
Ritter Daniher Financial Advisory
Ohio
$75.7K
SIC
1220
Salem Investment Counselors
North Carolina
$75.1K -$138K -316 -65%
NSIM
1221
North Star Investment Management
Illinois
$74.8K
AIC
1222
Archer Investment Corporation
Indiana
$71.8K
DAM
1223
Delta Asset Management
Tennessee
$68.9K
OCM
1224
Orion Capital Management
California
$62.6K +$62.6K +144 New
MIA
1225
Milestone Investment Advisors
Wisconsin
$60.9K +$60.9K +140 New