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624 hedge funds and large institutions have $19.5B invested in Alcon in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 205 increasing their positions, 181 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 51

107% more call options, than puts

Call options by funds: $354M | Put options by funds: $171M

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 181

9% more funds holding

Funds holding: 573624 (+51)

8% more capital invested

Capital invested by funds: $18B → $19.5B (+$1.49B)

2.49% more ownership

Funds ownership: 47.17%49.66% (+2.5%)

Holders
624
Holders Change
+51
Holders Change %
+8.9%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.23%
New
114
Increased
205
Reduced
181
Closed
51
Calls
$354M
Puts
$171M
Net Calls
+$183M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
AGP
301
Autumn Glory Partners
Texas
$446K +$422K +5,119 New
WT
302
Whittier Trust
California
$444K -$23.6K -287 -5%
Tudor Investment Corp
303
Tudor Investment Corp
Connecticut
$444K +$420K +5,096 New
RHBC
304
R.H. Bluestein & Co
Michigan
$437K -$82.4K -1,000 -17%
SC
305
Shay Capital
New York
$436K +$412K +5,000 New
FIA
306
FNY Investment Advisers
New York
$435K -$782K -9,500 -66%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$429K +$167K +2,027 +70%
SIA
308
Schechter Investment Advisors
Michigan
$427K +$399K +4,842 New
ACA
309
Atlas Capital Advisors
Wyoming
$424K
CAL
310
Capital Analysts LLC
Pennsylvania
$415K +$9.88K +120 +3%
WFI
311
West Family Investments
California
$414K +$2.8K +34 +0.7%
BPA
312
Beacon Pointe Advisors
California
$412K +$123K +1,491 +46%
PNC
313
Park National Corp
Ohio
$408K +$2.14K +26 +0.6%
PA
314
Parallel Advisors
California
$405K +$30.3K +368 +9%
WI
315
WrapManager Inc
California
$402K +$380K +4,616 New
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$400K +$176K +2,135 +87%
PHS
317
Pekin Hardy Strauss
Illinois
$399K -$9.47K -115 -2%
BFA
318
BMS Financial Advisors
South Dakota
$393K +$367K +4,451 New
SIA
319
SkyView Investment Advisors
New Jersey
$392K +$42.9K +521 +12%
Assenagon Asset Management
320
Assenagon Asset Management
Luxembourg
$391K -$28.7K -349 -7%
VPIM
321
Vanguard Personalized Indexing Management
California
$389K +$113K +1,372 +44%
TCWM
322
Total Clarity Wealth Management
Illinois
$387K
KFP
323
KB Financial Partners
New Jersey
$387K +$21.2K +258 +6%
ACM
324
Advisors Capital Management
New Jersey
$369K +$55.3K +671 +19%
HNB
325
Huntington National Bank
Ohio
$368K +$193K +2,341 +124%

ALC Hedge Fund Activity: Q4 2021 in Review

624 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q4 2021, worth a combined $19.5B — up 8.3% from $18B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new ALC positions and 51 closed out — a net gain of 63 holders — while 205 added to existing stakes and 181 trimmed.

The largest buyer was Harding Loevner, adding an estimated $755M. The largest seller was Wells Fargo, cutting an estimated $360M.

  • 624 institutional investors held Alcon (ALC) as of Q4 2021, up from 573 in Q3 2021.
  • Funds reported $19.5B of Alcon stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 114 funds opened new Alcon positions in Q4 2021 and 51 closed out, a net change of +63 holders.
  • The largest Alcon buyer in Q4 2021 was Harding Loevner, an estimated $755M added.
  • The largest Alcon seller in Q4 2021 was Wells Fargo, an estimated $360M sold.

Based on aggregated 13F filings for Q4 2021.