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599 hedge funds and large institutions have $17.3B invested in Alcon in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 194 increasing their positions, 189 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $210M | Put options by funds: $154M

22% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 55

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 189

1% more funds holding

Funds holding: 596599 (+3)

2.07% less ownership

Funds ownership: 47.89%45.81% (-2.1%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

10% less capital invested

Capital invested by funds: $19.3B → $17.3B (-$1.98B)

Holders
599
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
9.51%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
67
Increased
194
Reduced
189
Closed
55
Calls
$210M
Puts
$154M
Net Calls
+$56.1M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
276
Regions Financial Corp
Alabama
$679K +$57.6K +701 +9%
Cambridge Investment Research Advisors
277
Cambridge Investment Research Advisors
Iowa
$677K +$6K +73 +0.8%
BG
278
Bahl & Gaynor
Ohio
$676K +$5.75K +70 +0.8%
Cerity Partners
279
Cerity Partners
New York
$674K -$1.5M -18,230 -68%
LJAC
280
L.J. Altfest & Co
New York
$657K -$116K -1,412 -14%
SFA
281
Sequoia Financial Advisors
Ohio
$654K +$39.6K +482 +6%
EAM
282
Eagle Asset Management
Florida
$651K -$19.4K -236 -3%
FTDI
283
First Trust Direct Indexing
Massachusetts
$640K +$26.5K +322 +4%
YCM
284
Yousif Capital Management
Michigan
$632K -$23.8K -290 -3%
SI
285
Stephens Inc
Arkansas
$629K +$13K +158 +2%
PPC
286
Park Place Capital
Alabama
$616K -$13K -158 -2%
FFM
287
Forum Financial Management
Illinois
$588K -$1.56K -19 -0.2%
FRM
288
Fox Run Management
Connecticut
$582K +$621K +7,558 New
QCG
289
Quadrant Capital Group
Ohio
$577K +$32.8K +399 +6%
P
290
Pitcairn
Pennsylvania
$577K +$45.1K +548 +8%
BPA
291
Beacon Pointe Advisors
California
$575K +$230K +2,797 +60%
PFO
292
Pathstone Family Office
New Jersey
$569K +$387K +4,712 +176%
FFS
293
Founders Financial Securities
Maryland
$568K +$50.1K +609 +9%
DAS
294
Dynamic Advisor Solutions
Arizona
$563K +$126K +1,531 +26%
Capstone Investment Advisors
295
Capstone Investment Advisors
New York
$554K +$591K +7,187 New
Baird Financial Group
296
Baird Financial Group
Wisconsin
$543K +$22.1K +269 +4%
FAIM
297
Financial Advocates Investment Management
Washington
$539K +$658 +8 +0.1%
RMCM
298
Reynders McVeigh Capital Management
Massachusetts
$537K +$16.4K +200 +3%
NA
299
Nordwand Advisors
Pennsylvania
$532K
CP
300
Covenant Partners
Tennessee
$530K

ALC Hedge Fund Activity: Q3 2023 in Review

599 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q3 2023, worth a combined $17.3B — down 10% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ALC positions and 55 closed out — a net gain of 12 holders — while 194 added to existing stakes and 189 trimmed.

The largest buyer was Credit Suisse, adding an estimated $62.4M. The largest seller was Perpetual Ltd, exiting entirely with an estimated $214M sold.

  • 599 institutional investors held Alcon (ALC) as of Q3 2023, up from 596 in Q2 2023.
  • Funds reported $17.3B of Alcon stock for Q3 2023, down 10% quarter-over-quarter.
  • 67 funds opened new Alcon positions in Q3 2023 and 55 closed out, a net change of +12 holders.
  • The largest Alcon buyer in Q3 2023 was Credit Suisse, an estimated $62.4M added.
  • The largest Alcon seller in Q3 2023 was Perpetual Ltd, an estimated $214M sold.

Based on aggregated 13F filings for Q3 2023.