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566 hedge funds and large institutions have $15.8B invested in Alcon in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 188 increasing their positions, 185 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $296M | Put options by funds: $72.3M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 55

2% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 185

0% less funds holding

Funds holding: 567566 (-1)

3% less capital invested

Capital invested by funds: $16.2B → $15.8B (-$428M)

1.16% less ownership

Funds ownership: 48.65%47.49% (-1.2%)

Holders
566
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
9.85%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
59
Increased
188
Reduced
185
Closed
55
Calls
$296M
Puts
$72.3M
Net Calls
+$224M
Net Calls Change
+$84.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Clearstead Advisors
Ohio
$212K +$2.28K +32 +1%
MAM
352
Magellan Asset Management
Australia
$207K +$12K +168 +6%
BC
353
Bridgefront Capital
Texas
$206K -$786K -11,029 -79%
Lido Advisors
354
Lido Advisors
California
$206K -$356 -5 -0.2%
MAFM
355
Mid Atlantic Financial Management
Pennsylvania
$201K -$17.5K -245 -8%
RIM
356
Rockbridge Investment Management
New York
$200K
LWCFA
357
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$198K +$200K +2,811 New
HIA
358
Harbor Investment Advisory
Maryland
$190K +$19.2K +270 +11%
FHC
359
First Horizon Corporation
Tennessee
$171K
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$147K -$52.6K -738 -26%
IA
361
IFP Advisors
Florida
$141K -$356 -5 -0.3%
HI
362
Harbour Investments
Wisconsin
$131K -$4.84K -68 -4%
RDWM
363
Red Door Wealth Management
Tennessee
$127K +$129K +1,818 New
AssetMark Inc
364
AssetMark Inc
California
$126K +$8.55K +120 +7%
SPIA
365
Steward Partners Investment Advisory
New York
$121K -$50.6K -710 -29%
FF
366
FourThought Financial
Florida
$114K +$15.2K +213 +15%
GRP
367
Global Retirement Partners
California
$110K +$641 +9 +0.6%
PFSC
368
Peoples Financial Services Corp
Pennsylvania
$107K +$57K +800 +110%
GWM
369
Geneos Wealth Management
Colorado
$105K -$95.4K -1,340 -47%
AAP
370
Arax Advisory Partners
Colorado
$104K +$105K +1,473 New
BAM
371
Belpointe Asset Management
Nevada
$104K +$105K +1,478 New
SSB
372
Sandy Spring Bank
Maryland
$97K +$5.98K +84 +7%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$97K +$32.1K +450 +48%
MHR
374
Matthew Hamilton Rosenberg
$93K
MSFP
375
Mark Sheptoff Financial Planning
Connecticut
$84K -$14K -196 -14%

ALC Hedge Fund Activity: Q2 2021 in Review

566 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q2 2021, worth a combined $15.8B — down 2.6% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ALC positions and 55 closed out — a net gain of 4 holders — while 188 added to existing stakes and 185 trimmed.

The largest buyer was Vontobel Holding, opening a new position worth an estimated $169M. The largest seller was Invesco, cutting an estimated $211M.

  • 566 institutional investors held Alcon (ALC) as of Q2 2021, down from 567 in Q1 2021.
  • Funds reported $15.8B of Alcon stock for Q2 2021, down 2.6% quarter-over-quarter.
  • 59 funds opened new Alcon positions in Q2 2021 and 55 closed out, a net change of +4 holders.
  • The largest Alcon buyer in Q2 2021 was Vontobel Holding, an estimated $169M added.
  • The largest Alcon seller in Q2 2021 was Invesco, an estimated $211M sold.

Based on aggregated 13F filings for Q2 2021.