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McKesson

1,617 hedge funds and large institutions have $65B invested in McKesson in 2024 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 634 increasing their positions, 551 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,617
Holders Change
+64
Holders Change %
+4.12%
% of All Funds
23.52%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.65%
New
156
Increased
634
Reduced
551
Closed
75
Calls
$678M
Puts
$641M
Net Calls
+$37.5M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Shares
Change %
BCG
1351
Breakwater Capital Group
New Jersey
$235K +$235K +403 New
BIC
1352
Beach Investment Counsel
Pennsylvania
$234K +$234K +400 New
AA
1353
Alta Advisers
United Kingdom
$234K
WWP
1354
Waypoint Wealth Partners
California
$234K +$234K +400 New
CIAS
1355
Capital Investment Advisory Services
North Carolina
$233K +$233K +398 New
CYG
1356
Clean Yield Group
Vermont
$232K
EFL
1357
ERn Financial LLC
Wisconsin
$232K
AIM
1358
Aspen Investment Management
Michigan
$231K -$123K -210 -35%
PGWM
1359
Parisi Gray Wealth Management
New Jersey
$230K -$73.7K -126 -24%
TAM
1360
Tucker Asset Management
Colorado
$230K +$230K +394 New
HW
1361
Hamilton Wealth
California
$228K
BFA
1362
Beaumont Financial Advisors
Massachusetts
$228K +$4.09K +7 +2%
WA
1363
Wealthstream Advisors
New York
$227K +$7.59K +13 +3%
BHWM
1364
Bar Harbor Wealth Management
New Hampshire
$227K -$5.26K -9 -2%
SP
1365
Successful Portfolios
Florida
$224K
SIC
1366
Salem Investment Counselors
North Carolina
$224K
TW
1367
Traveka Wealth
California
$223K
PSP
1368
Pacific Sage Partners
Washington
$223K +$223K +381 New
CAG
1369
Crestwood Advisors Group
Massachusetts
$221K +$221K +379 New
WCA
1370
Westover Capital Advisors
Delaware
$221K +$221K +379 New
LSPW
1371
Lake Street Private Wealth
Illinois
$221K
RVPG
1372
Relative Value Partners Group
$221K +$221K +378 New
FTIS
1373
First Trust Investment Solutions
Florida
$221K +$221K +378 New
SWM
1374
Seaside Wealth Management
California
$220K
KFA
1375
Kapstone Financial Advisors
Ohio
$220K -$1.75K -3 -0.8%