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McKesson

1,339 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, 523 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,339
Holders Change
+27
Holders Change %
+2.06%
% of All Funds
21.35%
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
523
Closed
78
Calls
$469M
Puts
$468M
Net Calls
+$1.22M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MAWCM
1301
Mine & Arao Wealth Creation & Management
California
$6.52K -$20.4K -47 -76%
CSC
1302
Caldwell Sutter Capital
California
$6.52K
SC
1303
Solstein Capital
California
$6.09K
NFSG
1304
Newbridge Financial Services Group
Florida
$5.67K +$3.05K +7 +117%
ECM
1305
Estabrook Capital Management
New York
$5.65K
CTB
1306
Country Trust Bank
Illinois
$5.65K
HWM
1307
HighMark Wealth Management
Minnesota
$5.65K +$5.65K +13 New
TSWM
1308
Tyler-Stone Wealth Management
Ohio
$5K
CMP
1309
Coston McIsaac & Partners
Maine
$5K
ANBT
1310
American National Bank & Trust
Texas
$4.78K
WWP
1311
WR Wealth Planners
Missouri
$4.78K
DJSG
1312
D.J. St. Germain
Massachusetts
$4.35K
PSB
1313
Piscataqua Savings Bank
New Hampshire
$4.35K
BAM
1314
Byrne Asset Management
New Jersey
$4K
CCM
1315
Copeland Capital Management
Pennsylvania
$3.91K
AWA
1316
Authentikos Wealth Advisory
California
$3.91K +$3.91K +9 New
ECM
1317
Everence Capital Management
Indiana
$3.9K
FAM
1318
Flaharty Asset Management
Florida
$3.48K +$3.48K +8 New
HWP
1319
Highline Wealth Partners
California
$3.04K
MSFP
1320
Mark Sheptoff Financial Planning
Connecticut
$3.04K
PA
1321
PSI Advisors
Florida
$3.04K +$3.04K +7 New
TWM
1322
Tradition Wealth Management
Minnesota
$3K +$375 +1 +14%
CTA
1323
Colonial Trust Advisors
South Carolina
$2.61K
PCA
1324
Providence Capital Advisors
North Carolina
$2.17K +$2.17K +5 New
CAS
1325
Coppell Advisory Solutions
Texas
$1.88K -$6.75K -18 -78%