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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
SPIA
351
Steward Partners Investment Advisory
New York
$156K -$6.13K -107 -4%
TCOV
352
Trust Company of Vermont
Vermont
$154K +$156K +2,716 New
CFB
353
Cullen/Frost Bankers
Texas
$139K -$11.3K -198 -7%
SSB
354
Sandy Spring Bank
Maryland
$134K -$16.6K -289 -11%
GDP
355
Great Diamond Partners
Maine
$134K +$136K +2,370 New
SG Americas Securities
356
SG Americas Securities
New York
$132K
IA
357
IFP Advisors
Florida
$128K -$9.56K -167 -7%
ClearBridge Investments
358
ClearBridge Investments
New York
$124K -$1.72K -30 -1%
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$115K +$3.09K +54 +3%
CQS
360
Credential Qtrade Securities
$107K +$4.12K +72 +4%
NSB
361
Norway Savings Bank
Maine
$105K -$7.56K -132 -7%
GWM
362
Geneos Wealth Management
Colorado
$103K -$129K -2,259 -56%
FANJ
363
Financial Architects (New Jersey)
New Jersey
$102K -$12K -210 -10%
ARMT
364
Amica Retiree Medical Trust
Rhode Island
$101K
TRCT
365
Tower Research Capital (TRC)
New York
$88K -$233K -4,074 -72%
BWP
366
Baldwin Wealth Partners
Massachusetts
$84K
AIM
367
Anchor Investment Management
South Carolina
$83.7K -$4.58K -80 -5%
RIA
368
Realta Investment Advisors
Delaware
$78K -$11.3K -198 -12%
SFS
369
Sowell Financial Services
Arkansas
$76K +$2.18K +38 +3%
SMFS
370
Squar Milner Financial Services
California
$76K +$77.7K +1,356 New
ASN
371
Advisory Services Network
Georgia
$75K +$75K +1,310 New
JFA
372
JNBA Financial Advisors
Minnesota
$74K -$9.16K -160 -11%
PCG
373
Private Capital Group
Connecticut
$73K +$12.9K +225 +21%
CTC
374
Central Trust Company
Missouri
$72K -$6.07K -106 -8%
RWB
375
RMR Wealth Builders
New Jersey
$71K +$71.6K +1,250 New

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.