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573 hedge funds and large institutions have $18B invested in Alcon in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 196 increasing their positions, 177 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $420M | Put options by funds: $132M

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

14% more capital invested

Capital invested by funds: $15.8B → $18B (+$2.24B)

11% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 177

1% more funds holding

Funds holding: 566573 (+7)

0.32% less ownership

Funds ownership: 47.49%47.17% (-0.32%)

Holders
573
Holders Change
+7
Holders Change %
+1.24%
% of All Funds
10.03%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
59
Increased
196
Reduced
177
Closed
46
Calls
$420M
Puts
$132M
Net Calls
+$289M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
251
D.B. Root & Company
Pennsylvania
$748K -$147K -1,915 -17%
WA
252
Wealth Alliance
New York
$748K +$57.7K +750 +9%
BRWA
253
B. Riley Wealth Advisors
Florida
$747K -$1.18M -15,321 -61%
CYG
254
Clean Yield Group
Vermont
$746K -$249K -3,231 -26%
WSTAM
255
Wilbanks Smith & Thomas Asset Management
Virginia
$746K
PSC
256
Prentiss Smith & Co
Vermont
$744K -$234K -3,037 -25%
Brown Advisory
257
Brown Advisory
Maryland
$736K -$265K -3,445 -27%
ATC
258
Argent Trust Co
Tennessee
$731K +$63.1K +820 +10%
MAM
259
Marotta Asset Management
Virginia
$724K -$8.93K -116 -1%
AP
260
Advisor Partners
California
$717K +$2.39K +31 +0.3%
MGWM
261
Marks Group Wealth Management
Minnesota
$684K +$384K +4,985 +140%
RC
262
RegentAtlantic Capital
New Jersey
$678K -$4.23K -55 -0.6%
FMT
263
First Mercantile Trust
Tennessee
$674K -$88.9K -1,155 -12%
NFGCM
264
Norman Fields Gottscho Capital Management
New York
$669K +$217K +2,825 +52%
HAG
265
HighPoint Advisor Group
Illinois
$656K +$58.8K +764 +10%
PWPS
266
Pinnacle Wealth Planning Services
Ohio
$632K +$10.8K +140 +2%
LNWWM
267
Laird Norton Wetherby Wealth Management
California
$605K +$32K +416 +6%
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$602K +$172K +2,234 +43%
BF
269
BOK Financial
Oklahoma
$598K +$572K +7,429 New
First Manhattan
270
First Manhattan
New York
$586K +$1K +13 +0.2%
DAS
271
Dynamic Advisor Solutions
Arizona
$562K +$31.6K +411 +6%
YWP
272
YorkBridge Wealth Partners
New York
$547K +$20K +260 +4%
WP
273
WealthSource Partners
California
$544K -$4.39K -57 -0.8%
ARMT
274
Amica Retiree Medical Trust
Rhode Island
$539K -$228K -2,957 -31%
FTDI
275
First Trust Direct Indexing
Massachusetts
$521K +$27.3K +355 +6%

ALC Hedge Fund Activity: Q3 2021 in Review

573 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q3 2021, worth a combined $18B — up 14% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ALC positions and 46 closed out — a net gain of 13 holders — while 196 added to existing stakes and 177 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $370M. The largest seller was Schroder Investment Management Group, cutting an estimated $470M.

  • 573 institutional investors held Alcon (ALC) as of Q3 2021, up from 566 in Q2 2021.
  • Funds reported $18B of Alcon stock for Q3 2021, up 14% quarter-over-quarter.
  • 59 funds opened new Alcon positions in Q3 2021 and 46 closed out, a net change of +13 holders.
  • The largest Alcon buyer in Q3 2021 was GQG Partners, an estimated $370M added.
  • The largest Alcon seller in Q3 2021 was Schroder Investment Management Group, an estimated $470M sold.

Based on aggregated 13F filings for Q3 2021.