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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
21.6%
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 %
HIA
1401
Harbor Investment Advisory
Maryland
$20.8K
CIA
1402
Cape Investment Advisory
Georgia
$20.8K +$1.85K +4 +10%
BWL
1403
Bogart Wealth LLC
Virginia
$20.4K
LF
1404
Lee Financial
Texas
$19K +$2.78K +6 +17%
MWM
1405
Mascoma Wealth Management
New Hampshire
$19K
AP
1406
Aspect Partners
Virginia
$19K +$19K +41 New
TLA
1407
Tanglewood Legacy Advisors
Texas
$18.5K
VWA
1408
Valued Wealth Advisors
Utah
$17.9K +$17.9K +41 New
NMM
1409
Naples Money Management
Florida
$17.6K +$17.6K +38 New
AWM
1410
Abound Wealth Management
Tennessee
$15.3K +$463 +1 +3%
FMP
1411
Financial Management Professionals
Texas
$15K +$14.5K +32 +3,200%
VAMG
1412
Voisard Asset Management Group
Michigan
$14.8K +$14.8K +32 New
RS
1413
Rakuten Securities
Japan
$14.8K +$14.8K +32 New
HGA
1414
Hobbs Group Advisors
South Carolina
$14.4K +$14.4K +31 New
SAG
1415
Spotlight Asset Group
Illinois
$14.4K
AWM
1416
Atticus Wealth Management
Florida
$13.9K
HI
1417
Hoey Investments
Pennsylvania
$13.9K
FFO
1418
Fortitude Family Office
Arizona
$13.4K +$13.4K +29 New
HWA
1419
HHM Wealth Advisors
Tennessee
$13K
DCP
1420
Distillate Capital Partners
Illinois
$13K
CTWM
1421
Cherry Tree Wealth Management
Minnesota
$10.6K
CQS
1422
Credential Qtrade Securities
$10.6K +$10.6K +23 New
CT
1423
Cambridge Trust
Massachusetts
$10.2K -$139K -301 -93%
SIS
1424
Sound Income Strategies
Florida
$9.26K
MFT
1425
Moisand Fitzgerald Tamayo
Florida
$8.8K