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573 hedge funds and large institutions have $18B invested in Alcon in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 196 increasing their positions, 177 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $420M | Put options by funds: $132M

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

14% more capital invested

Capital invested by funds: $15.8B → $18B (+$2.24B)

11% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 177

1% more funds holding

Funds holding: 566573 (+7)

0.32% less ownership

Funds ownership: 47.49%47.17% (-0.32%)

Holders
573
Holders Change
+7
Holders Change %
+1.24%
% of All Funds
10.03%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
59
Increased
196
Reduced
177
Closed
46
Calls
$420M
Puts
$132M
Net Calls
+$289M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DP
351
Dearborn Partners
Illinois
$242K +$232K +3,013 New
MFW
352
Meristem Family Wealth
Minnesota
$239K -$162K -2,109 -41%
Lido Advisors
353
Lido Advisors
California
$238K +$2.23K +29 +1%
EW
354
Evoke Wealth
California
$235K -$14.3K -186 -6%
Mercer Global Advisors
355
Mercer Global Advisors
Colorado
$232K +$221K +2,876 New
PAG
356
Private Advisor Group
New Jersey
$228K +$218K +2,828 New
RIM
357
Rockbridge Investment Management
New York
$227K -$1.85K -24 -0.8%
AWM
358
AE Wealth Management
Kansas
$223K +$213K +2,764 New
PGFC
359
Peapack-Gladstone Financial Corp
New Jersey
$220K +$210K +2,731 New
HIA
360
Harbor Investment Advisory
Maryland
$216K -$2.08K -27 -1%
CB
361
Commerce Bank
Missouri
$213K +$204K +2,648 New
HCP
362
Holt Capital Partners
Texas
$212K +$203K +2,635 New
AAM
363
Aureus Asset Management
Massachusetts
$208K +$197K +2,557 New
LWCFA
364
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K -$19.4K -252 -9%
MAFM
365
Mid Atlantic Financial Management
Pennsylvania
$205K -$24K -312 -11%
AL
366
Arnhold LLC
New York
$203K +$194K +2,526 New
AC
367
Abbrea Capital
California
$201K +$192K +2,492 New
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$198K +$28.9K +375 +18%
MAM
369
Magellan Asset Management
Australia
$195K -$41.1K -534 -18%
AA
370
Ancora Advisors
Ohio
$185K +$124K +1,605 +231%
AssetMark Inc
371
AssetMark Inc
California
$171K +$25.6K +332 +19%
HI
372
Harbour Investments
Wisconsin
$167K +$15.9K +207 +11%
IA
373
IFP Advisors
Florida
$154K -$6.23K -81 -4%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$152K +$38.7K +503 +36%
HNB
375
Huntington National Bank
Ohio
$152K +$93.4K +1,214 +179%

ALC Hedge Fund Activity: Q3 2021 in Review

573 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q3 2021, worth a combined $18B — up 14% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ALC positions and 46 closed out — a net gain of 13 holders — while 196 added to existing stakes and 177 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $370M. The largest seller was Schroder Investment Management Group, cutting an estimated $470M.

  • 573 institutional investors held Alcon (ALC) as of Q3 2021, up from 566 in Q2 2021.
  • Funds reported $18B of Alcon stock for Q3 2021, up 14% quarter-over-quarter.
  • 59 funds opened new Alcon positions in Q3 2021 and 46 closed out, a net change of +13 holders.
  • The largest Alcon buyer in Q3 2021 was GQG Partners, an estimated $370M added.
  • The largest Alcon seller in Q3 2021 was Schroder Investment Management Group, an estimated $470M sold.

Based on aggregated 13F filings for Q3 2021.