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584 hedge funds and large institutions have $14.6B invested in Alcon in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 147 increasing their positions, 228 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 86

2.25% more ownership

Funds ownership: 50.69%52.94% (+2.2%)

2% more funds holding

Funds holding: 574584 (+10)

1% more capital invested

Capital invested by funds: $14.4B → $14.6B (+$184M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

36% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 228

65% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $47.7M

Holders
584
Holders Change
+10
Holders Change %
+1.74%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
111
Increased
147
Reduced
228
Closed
86
Calls
$16.9M
Puts
$47.7M
Net Calls
-$30.8M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
276
Wilbanks Smith & Thomas Asset Management
Virginia
$394K -$8.25K -144 -2%
CS
277
Comerica Securities
Michigan
$390K -$5.67K -99 -1%
Marshall Wace
278
Marshall Wace
United Kingdom
$386K +$207K +3,614 +113%
FAAS
279
First Allied Advisory Services
California
$381K +$5.96K +104 +2%
BWAM
280
Boyd Watterson Asset Management
Ohio
$372K
LNWWM
281
Laird Norton Wetherby Wealth Management
California
$362K -$31K -541 -8%
DBRC
282
D.B. Root & Company
Pennsylvania
$360K +$4.41K +77 +1%
MNBTD
283
Moody National Bank Trust Division
Texas
$355K
CIBC World Market
284
CIBC World Market
Ontario, Canada
$354K +$148K +2,584 +70%
CBU
285
CIBC Bank USA
Illinois
$353K -$22.1K -385 -6%
ANI
286
American National Insurance
Texas
$345K -$35.5K -620 -9%
BUB
287
BBVA USA Bancshares
Texas
$342K +$347K +6,066 New
CSIC
288
Clifford Swan Investment Counsel
California
$341K -$375K -6,555 -52%
ECM
289
ExodusPoint Capital Management
New York
$341K +$345K +6,020 New
CAM
290
Cypress Asset Management
Texas
$337K +$115K +2,007 +51%
AA
291
Alesco Advisors
New York
$333K +$337K +5,882 New
HW
292
Hancock Whitney
Mississippi
$321K -$1.95K -34 -0.6%
Prudential Financial
293
Prudential Financial
New Jersey
$316K +$19.8K +345 +7%
ATC
294
Argent Trust Co
Tennessee
$314K +$50.2K +876 +19%
PFS
295
Physicians Financial Services
North Carolina
$313K -$8.02K -140 -2%
QCM
296
Quadrant Capital Management
New Jersey
$313K
Credit Agricole
297
Credit Agricole
France
$311K -$2.89M -50,420 -90%
Verition Fund Management
298
Verition Fund Management
Connecticut
$287K +$291K +5,073 New
SSA
299
Schonfeld Strategic Advisors
New York
$283K
SC
300
Sepio Capital
Utah
$282K -$14.2K -248 -5%

ALC Hedge Fund Activity: Q4 2019 in Review

584 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q4 2019, worth a combined $14.6B — up 1.3% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ALC positions and 86 closed out — a net gain of 25 holders — while 147 added to existing stakes and 228 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $628M. The largest seller was Fidelity Investments, cutting an estimated $457M.

  • 584 institutional investors held Alcon (ALC) as of Q4 2019, up from 574 in Q3 2019.
  • Funds reported $14.6B of Alcon stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 111 funds opened new Alcon positions in Q4 2019 and 86 closed out, a net change of +25 holders.
  • The largest Alcon buyer in Q4 2019 was Capital Research Global Investors, an estimated $628M added.
  • The largest Alcon seller in Q4 2019 was Fidelity Investments, an estimated $457M sold.

Based on aggregated 13F filings for Q4 2019.