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586 hedge funds and large institutions have $16.4B invested in Alcon in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 127 increasing their positions, 236 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

36% more call options, than puts

Call options by funds: $242M | Put options by funds: $178M

23% more capital invested

Capital invested by funds: $13.3B → $16.4B (+$3.11B)

5% more funds holding

Funds holding: 558586 (+28)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.11% less ownership

Funds ownership: 46.55%45.44% (-1.1%)

46% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 236

Holders
586
Holders Change
+28
Holders Change %
+5.02%
% of All Funds
9.42%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
100
Increased
127
Reduced
236
Closed
59
Calls
$242M
Puts
$178M
Net Calls
+$64.6M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
326
Coldstream Capital Management
Washington
$308K +$286K +4,486 New
WT
327
Whittier Trust
California
$304K -$1.08K -17 -0.4%
IIM
328
InTrack Investment Management
Vermont
$303K +$282K +4,415 New
AO
329
Advisor OS
Illinois
$299K +$28.9K +453 +12%
CAL
330
Capital Analysts LLC
Pennsylvania
$297K -$1.02K -16 -0.4%
CCA
331
Checchi Capital Advisers
California
$286K -$12.4K -194 -4%
TCWM
332
Total Clarity Wealth Management
Illinois
$284K -$46.4K -727 -15%
BFO
333
Boston Family Office
Massachusetts
$283K -$699K -10,952 -73%
CFGS
334
Concourse Financial Group Securities
Alabama
$282K +$264K +4,133 New
CWM
335
Calamos Wealth Management
Illinois
$281K -$799K -12,524 -75%
DBRC
336
D.B. Root & Company
Pennsylvania
$273K -$15.6K -245 -6%
AssetMark Inc
337
AssetMark Inc
California
$272K -$552K -8,657 -69%
OWA
338
One Wealth Advisors
California
$271K +$8.42K +132 +3%
HJIM
339
Henry James International Management
New York
$265K +$247K +3,869 New
DI
340
DFPG Investments
Utah
$262K +$232K +3,642 New
FDCDDQ
341
Federation des caisses Desjardins du Quebec
Quebec, Canada
$261K +$78.5K +1,230 +48%
LSA
342
Lion Street Advisors
Texas
$261K +$201K +3,157 New
PWP
343
Pursue Wealth Partners
California
$260K
GT
344
Greenleaf Trust
Michigan
$258K +$240K +3,766 New
BWM
345
Baron Wealth Management
Michigan
$252K +$235K +3,678 New
PA
346
Parallel Advisors
California
$250K -$24.6K -386 -10%
Thrivent Financial for Lutherans
347
Thrivent Financial for Lutherans
Minnesota
$248K -$159K -2,490 -41%
Mitsubishi UFJ Trust & Banking
348
Mitsubishi UFJ Trust & Banking
Japan
$244K -$81.3K -1,275 -26%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$244K +$10.9K +171 +5%
DP
350
Dearborn Partners
Illinois
$243K +$765 +12 +0.3%

ALC Hedge Fund Activity: Q4 2022 in Review

586 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q4 2022, worth a combined $16.4B — up 23% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ALC positions and 59 closed out — a net gain of 41 holders — while 127 added to existing stakes and 236 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $159M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $254M sold.

  • 586 institutional investors held Alcon (ALC) as of Q4 2022, up from 558 in Q3 2022.
  • Funds reported $16.4B of Alcon stock for Q4 2022, up 23% quarter-over-quarter.
  • 100 funds opened new Alcon positions in Q4 2022 and 59 closed out, a net change of +41 holders.
  • The largest Alcon buyer in Q4 2022 was Wellington Management Group, an estimated $159M added.
  • The largest Alcon seller in Q4 2022 was Mackenzie Financial, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2022.