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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 %
CF
1301
Centaurus Financial
California
$131K
DCM
1302
Davis Capital Management
Florida
$131K +$131K +283 New
CAL
1303
Capital Analysts LLC
Pennsylvania
$130K +$461 +1 +0.4%
NL
1304
NKCFO LLC
Illinois
$127K
JSAM
1305
J. Safra Asset Management
New York
$126K
FCAS
1306
First Command Advisory Services
Texas
$125K
TCWA
1307
Turtle Creek Wealth Advisors
Texas
$124K +$124K +268 New
AW
1308
Avion Wealth
Texas
$123K +$462 +1 +0.4%
RIL
1309
Rothschild Investment LLC
Illinois
$123K +$123K +265 New
WIA
1310
Wetzel Investment Advisors
Indiana
$121K +$121K +262 New
TH
1311
TCTC Holdings
Texas
$120K -$10.2K -22 -8%
BFPW
1312
BOK Financial Private Wealth
Colorado
$116K
GKIM
1313
GW&K Investment Management
Massachusetts
$114K -$463 -1 -0.4%
ODG
1314
O'Dell Group
Ohio
$114K +$114K +246 New
HGERS
1315
Householder Group Estate & Retirement Specialist
Arizona
$113K
PWM
1316
Partnership Wealth Management
Maryland
$111K +$111K +223 New
MCM
1317
MV Capital Management
Maryland
$109K -$2.78K -6 -2%
CFO
1318
CVA Family Office
Colorado
$108K +$108K +234 New
AA
1319
AlphaCentric Advisors
Puerto Rico
$108K -$315K -680 -74%
TCA
1320
Trifecta Capital Advisors
Illinois
$105K
BHWM
1321
Bay Harbor Wealth Management
Maryland
$104K +$2.78K +6 +3%
GWS
1322
Glassman Wealth Services
Virginia
$104K -$6.95K -15 -6%
FUBT
1323
First United Bank & Trust
Maryland
$104K +$104K +225 New
VNA
1324
Valley National Advisers
Pennsylvania
$102K +$20.7K +45 +25%
HFM
1325
Harvest Fund Management
China
$101K -$542K -1,176 -84%