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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
OC
326
Oarsman Capital
Wisconsin
$229K -$29K -506 -11%
BP
327
BBR Partners
New York
$227K +$230K +4,016 New
DWM
328
Dakota Wealth Management
Florida
$225K +$2.86K +50 +1%
S
329
SignatureFD
Georgia
$225K +$46.8K +818 +26%
CCC
330
Chelsea Counsel Company
California
$224K
SIAS
331
Shine Investment Advisory Services
Colorado
$222K +$74.2K +1,296 +49%
QCG
332
Quadrant Capital Group
Ohio
$220K -$78.5K -1,370 -24%
SI
333
Stephens Inc
Arkansas
$220K +$223K +3,886 New
BAMCO Inc
334
BAMCO Inc
New York
$219K -$68.7K -1,200 -24%
WS
335
Wedbush Securities
California
$218K +$220K +3,846 New
ACM
336
Advisors Capital Management
New Jersey
$217K -$6.13K -107 -3%
HTC
337
Haverford Trust Company
Pennsylvania
$217K
HNB
338
Huntington National Bank
Ohio
$217K +$14.2K +248 +7%
PWPS
339
Pinnacle Wealth Planning Services
Ohio
$212K -$6.24K -109 -3%
CNFG
340
Creegan & Nassoura Financial Group
New Hampshire
$212K +$215K +3,750 New
WSCM
341
Wellington Shields Capital Management
New York
$211K -$2.86K -50 -1%
PP
342
PagnatoKarp Partners
Virginia
$210K
DTL
343
Dynamic Technology Lab
Singapore
$209K +$212K +3,703 New
ABP
344
Arthur B. Page
$208K +$211K +3,691 New
FGP
345
Foyston, Gordon, & Payne
Ontario, Canada
$202K -$227K -3,960 -53%
RCA
346
Ranch Capital Advisors
Florida
$197K -$57.3K -1,000 -22%
PA
347
Parallel Advisors
California
$194K -$21.5K -376 -10%
BCWM
348
Bartlett & Co Wealth Management
Ohio
$188K -$51.6K -901 -21%
AS
349
Altshuler Shaham
Israel
$188K
AssetMark Inc
350
AssetMark Inc
California
$157K +$5.9K +103 +4%

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.