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586 hedge funds and large institutions have $16.4B invested in Alcon in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 127 increasing their positions, 236 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

36% more call options, than puts

Call options by funds: $242M | Put options by funds: $178M

23% more capital invested

Capital invested by funds: $13.3B → $16.4B (+$3.11B)

5% more funds holding

Funds holding: 558586 (+28)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.11% less ownership

Funds ownership: 46.55%45.44% (-1.1%)

46% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 236

Holders
586
Holders Change
+28
Holders Change %
+5.02%
% of All Funds
9.42%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
100
Increased
127
Reduced
236
Closed
59
Calls
$242M
Puts
$178M
Net Calls
+$64.6M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
S
251
swisspartners
Liechtenstein
$670K
Cambridge Investment Research Advisors
252
Cambridge Investment Research Advisors
Iowa
$668K +$53.9K +845 +9%
WSTAM
253
Wilbanks Smith & Thomas Asset Management
Virginia
$667K -$5.93K -93 -0.9%
VPIM
254
Vanguard Personalized Indexing Management
California
$662K +$57.3K +898 +10%
IIM
255
Ipswich Investment Management
Massachusetts
$660K -$11.6K -182 -2%
CI
256
Cigna Investments
Connecticut
$660K -$383 -6 -0.1%
BRWA
257
B. Riley Wealth Advisors
Florida
$647K -$20.1K -315 -3%
BG
258
Bahl & Gaynor
Ohio
$645K -$10.5K -165 -2%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$640K +$123K +1,928 +26%
RJT
260
Raymond James Trust
Florida
$633K -$223K -3,498 -27%
MAM
261
Marotta Asset Management
Virginia
$627K -$5.17K -81 -0.9%
LNWWM
262
Laird Norton Wetherby Wealth Management
California
$626K +$62.6K +982 +12%
EAM
263
Eagle Asset Management
Florida
$620K -$12.2K -191 -2%
PSC
264
Prentiss Smith & Co
Vermont
$619K -$1.4K -22 -0.2%
CIA
265
Choate Investment Advisors
Massachusetts
$612K -$51.2K -803 -8%
PPC
266
Park Place Capital
Alabama
$610K +$568K +8,904 New
RFC
267
Regions Financial Corp
Alabama
$609K -$24K -377 -4%
DAS
268
Dynamic Advisor Solutions
Arizona
$604K +$28.3K +443 +5%
Brown Advisory
269
Brown Advisory
Maryland
$602K -$27.8K -436 -5%
S
270
SignatureFD
Georgia
$598K +$99.8K +1,564 +22%
FTDI
271
First Trust Direct Indexing
Massachusetts
$595K +$59.5K +933 +12%
SWS
272
SYSTM Wealth Solutions
Illinois
$595K +$553K +8,673 New
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$575K -$61K -956 -10%
Walleye Trading
274
Walleye Trading
New York
$573K +$534K +8,364 New
YCM
275
Yousif Capital Management
Michigan
$573K

ALC Hedge Fund Activity: Q4 2022 in Review

586 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q4 2022, worth a combined $16.4B — up 23% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ALC positions and 59 closed out — a net gain of 41 holders — while 127 added to existing stakes and 236 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $159M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $254M sold.

  • 586 institutional investors held Alcon (ALC) as of Q4 2022, up from 558 in Q3 2022.
  • Funds reported $16.4B of Alcon stock for Q4 2022, up 23% quarter-over-quarter.
  • 100 funds opened new Alcon positions in Q4 2022 and 59 closed out, a net change of +41 holders.
  • The largest Alcon buyer in Q4 2022 was Wellington Management Group, an estimated $159M added.
  • The largest Alcon seller in Q4 2022 was Mackenzie Financial, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2022.