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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
AWM
301
Apollon Wealth Management
South Carolina
$518K -$5.43K -66 -1%
MC
302
Montag & Caldwell
Georgia
$502K +$535K +6,513 New
PP
303
PDT Partners
New York
$501K +$534K +6,490 New
WWP
304
WR Wealth Planners
Missouri
$498K +$120K +1,457 +29%
PAM
305
Panagora Asset Management
Massachusetts
$497K +$531K +6,455 New
ATC
306
Argent Trust Co
Tennessee
$490K -$4.52K -55 -0.9%
PI
307
Putnam Investments
Massachusetts
$484K +$517K +6,286 New
State Street
308
State Street
Massachusetts
$472K
HW
309
Hancock Whitney
Mississippi
$461K +$19.8K +241 +4%
CA
310
Clearstead Advisors
Ohio
$455K +$243K +2,950 +100%
PAG
311
Private Advisor Group
New Jersey
$449K +$28.1K +342 +6%
WA
312
WealthTrust Axiom
Pennsylvania
$439K -$33.4K -406 -7%
AIA
313
Angeles Investment Advisors
California
$438K +$467K +5,686 New
PBT
314
Pictet Bank & Trust
Bahamas
$427K
BBA
315
Baader Bank Aktiengesellschaft
Germany
$420K +$487K +5,920 New
Toronto Dominion Bank
316
Toronto Dominion Bank
Ontario, Canada
$418K +$446K +5,422 New
GRP
317
Global Retirement Partners
California
$414K +$16.1K +196 +4%
SB
318
Simmons Bank
Arkansas
$403K +$23.5K +286 +6%
ARMT
319
Amica Retiree Medical Trust
Rhode Island
$403K
BTWM
320
Baker Tilly Wealth Management
Wisconsin
$399K -$758K -9,220 -64%
Wealth Enhancement Advisory Services
321
Wealth Enhancement Advisory Services
Minnesota
$399K +$425K +5,171 New
BCIM
322
British Columbia Investment Management
British Columbia, Canada
$394K +$5.18K +63 +1%
PWG
323
Portside Wealth Group
Utah
$393K +$11.4K +139 +3%
NFGCM
324
Norman Fields Gottscho Capital Management
New York
$390K
S
325
SimplyRich
California
$388K +$740 +9 +0.2%

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.