We are live on ! Find out more

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
AWM
301
AE Wealth Management
Kansas
$272K +$45.8K +799 +20%
DAS
302
Dynamic Advisor Solutions
Arizona
$272K +$275K +4,805 New
KBG
303
Kahn Brothers Group
New York
$269K -$6.87K -120 -2%
AWM
304
Argent Wealth Management
Massachusetts
$268K +$271K +4,729 New
FWCM
305
Ferguson Wellman Capital Management
Oregon
$265K -$458 -8 -0.2%
IAN
306
Integrated Advisors Network
Texas
$264K +$267K +4,659 New
BPCE
307
Bank Pictet & Cie (Europe)
Germany
$264K +$268K +4,673 New
Cerity Partners
308
Cerity Partners
New York
$263K +$62.6K +1,093 +31%
WAM
309
World Asset Management
Michigan
$262K -$71.9K -1,256 -21%
Chevy Chase Trust
310
Chevy Chase Trust
Maryland
$259K -$7.33K -128 -3%
KeyBank National Association
311
KeyBank National Association
Ohio
$258K +$2.69K +47 +1%
BF
312
BOK Financial
Oklahoma
$256K -$18.4K -321 -7%
NFGCM
313
Norman Fields Gottscho Capital Management
New York
$254K -$31.5K -550 -11%
AUB
314
Atlantic Union Bankshares
Virginia
$254K -$18K -314 -7%
ONB
315
Old National Bancorp
Indiana
$253K +$25.8K +450 +11%
CFGS
316
Concourse Financial Group Securities
Alabama
$251K +$157K +2,748 +163%
HTHT
317
Hemenway Trust Hemenway Trust
New Hampshire
$249K -$85.3K -1,489 -25%
RJT
318
Raymond James Trust
Florida
$249K -$41.5K -724 -14%
PAM
319
Palisade Asset Management
Minnesota
$247K +$630 +11 +0.3%
CPA
320
Court Place Advisors
Maryland
$240K -$20.1K -351 -8%
LWM
321
Lenox Wealth Management
Ohio
$236K -$22.2K -387 -8%
GT
322
Greenleaf Trust
Michigan
$235K -$47.9K -837 -17%
LJHT
323
Laurie J. Hall Trustee
$235K -$286 -5 -0.1%
V
324
Veritable
Delaware
$235K +$2.81K +49 +1%
AMG
325
Advisors Management Group
Wisconsin
$231K -$6.01K -105 -3%

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.