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574 hedge funds and large institutions have $14.4B invested in Alcon in 2019 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 158 increasing their positions, 215 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 77

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

7% more funds holding

Funds holding: 535574 (+39)

4.21% more ownership

Funds ownership: 46.49%50.69% (+4.2%)

3% more capital invested

Capital invested by funds: $14.1B → $14.4B (+$393M)

27% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 215

67% less call options, than puts

Call options by funds: $23.1M | Put options by funds: $70.7M

Holders
574
Holders Change
+39
Holders Change %
+7.29%
% of All Funds
12.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
119
Increased
158
Reduced
215
Closed
77
Calls
$23.1M
Puts
$70.7M
Net Calls
-$47.6M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
251
ADI Capital Management
New York
$507K -$138K -2,300 -21%
CCMINC
252
Cardinal Capital Management Inc (North Carolina)
North Carolina
$506K +$2.34K +39 +0.5%
BAM
253
Blueshift Asset Management
New Jersey
$495K +$509K +8,485 New
CI
254
Cigna Investments
Connecticut
$492K
WTC
255
WhitTier Trust Company
Nevada
$480K +$67.3K +1,121 +16%
TCCM
256
Timber Creek Capital Management
Massachusetts
$468K +$482K +8,041 New
CCM
257
Coldstream Capital Management
Washington
$460K -$20.4K -340 -4%
PG
258
Patten Group
Tennessee
$460K +$171K +2,842 +56%
WA
259
WealthTrust Axiom
Pennsylvania
$453K -$6.84K -114 -1%
UR
260
USCA RIA
Texas
$439K -$314K -5,229 -41%
FGP
261
Foyston, Gordon, & Payne
Ontario, Canada
$439K +$1.2K +20 +0.3%
WSTAM
262
Wilbanks Smith & Thomas Asset Management
Virginia
$414K +$144K +2,405 +51%
CS
263
Comerica Securities
Michigan
$408K -$106K -1,766 -20%
PAS
264
Park Avenue Securities
New York
$407K +$19.9K +331 +5%
CIP
265
Chartwell Investment Partners
Pennsylvania
$406K +$418K +6,967 New
LNWWM
266
Laird Norton Wetherby Wealth Management
California
$404K +$416K +6,931 New
ANI
267
American National Insurance
Texas
$392K
GHCM
268
Glen Harbor Capital Management
California
$392K
CBU
269
CIBC Bank USA
Illinois
$387K +$193K +3,223 +95%
FAAS
270
First Allied Advisory Services
California
$384K +$91.9K +1,532 +30%
BWAM
271
Boyd Watterson Asset Management
Ohio
$383K +$7.86K +131 +2%
TCM
272
Telos Capital Management
California
$374K -$52.1K -868 -12%
DBRC
273
D.B. Root & Company
Pennsylvania
$367K +$378K +6,299 New
Cambridge Investment Research Advisors
274
Cambridge Investment Research Advisors
Iowa
$365K +$376K +6,260 New
MNBTD
275
Moody National Bank Trust Division
Texas
$365K +$376K +6,264 New

ALC Hedge Fund Activity: Q3 2019 in Review

574 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q3 2019, worth a combined $14.4B — up 2.8% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new ALC positions and 77 closed out — a net gain of 42 holders — while 158 added to existing stakes and 215 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $541M. The largest seller was Wellington Management Group, cutting an estimated $107M.

  • 574 institutional investors held Alcon (ALC) as of Q3 2019, up from 535 in Q2 2019.
  • Funds reported $14.4B of Alcon stock for Q3 2019, up 2.8% quarter-over-quarter.
  • 119 funds opened new Alcon positions in Q3 2019 and 77 closed out, a net change of +42 holders.
  • The largest Alcon buyer in Q3 2019 was T. Rowe Price Associates, an estimated $541M added.
  • The largest Alcon seller in Q3 2019 was Wellington Management Group, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2019.