We are live on ! Find out more

599 hedge funds and large institutions have $17.3B invested in Alcon in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 194 increasing their positions, 189 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $210M | Put options by funds: $154M

22% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 55

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 189

1% more funds holding

Funds holding: 596599 (+3)

2.07% less ownership

Funds ownership: 47.89%45.81% (-2.1%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

10% less capital invested

Capital invested by funds: $19.3B → $17.3B (-$1.98B)

Holders
599
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
9.51%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
67
Increased
194
Reduced
189
Closed
55
Calls
$210M
Puts
$154M
Net Calls
+$56.1M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
351
Verition Fund Management
Connecticut
$311K
VCM
352
Virtue Capital Management
Tennessee
$308K
BWM
353
Baron Wealth Management
Michigan
$304K +$14.1K +172 +5%
GT
354
Glenmede Trust
Pennsylvania
$302K -$1.73M -21,001 -84%
DWM
355
Dakota Wealth Management
Florida
$298K +$9.04K +110 +3%
HJIM
356
Henry James International Management
New York
$298K
BFO
357
Boston Family Office
Massachusetts
$297K
WSTAM
358
Wilbanks Smith & Thomas Asset Management
Virginia
$297K -$226K -2,751 -42%
Mitsubishi UFJ Trust & Banking
359
Mitsubishi UFJ Trust & Banking
Japan
$297K +$22.9K +278 +8%
KPWS
360
Kestra Private Wealth Services
Texas
$293K +$19.4K +236 +7%
CWM
361
Calamos Wealth Management
Illinois
$293K -$12.6K -153 -4%
PWP
362
Pursue Wealth Partners
California
$292K
WSFS
363
Wilmington Savings Fund Society
Delaware
$292K +$311K +3,787 New
Robeco Institutional Asset Management
364
Robeco Institutional Asset Management
Netherlands
$289K
William Blair & Company
365
William Blair & Company
Illinois
$288K -$101K -1,226 -25%
GT
366
Greenleaf Trust
Michigan
$282K
SIA
367
Schechter Investment Advisors
Michigan
$281K -$658 -8 -0.2%
WI
368
Wahed Invest
New York
$279K +$23.7K +288 +9%
AWS
369
Atria Wealth Solutions
New York
$274K +$34.4K +418 +13%
CG
370
Caprock Group
Idaho
$273K -$3.62K -44 -1%
EVM
371
Evelyn V. Moreno
$271K +$290K +3,523 New
VA
372
Vident Advisory
Georgia
$267K +$284K +3,459 New
ECM
373
Evergreen Capital Management
Washington
$265K -$8.47K -103 -3%
VC
374
Vicus Capital
Pennsylvania
$264K +$281K +3,421 New
FT
375
Fiduciary Trust
Massachusetts
$263K +$34K +414 +14%

ALC Hedge Fund Activity: Q3 2023 in Review

599 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q3 2023, worth a combined $17.3B — down 10% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ALC positions and 55 closed out — a net gain of 12 holders — while 194 added to existing stakes and 189 trimmed.

The largest buyer was Credit Suisse, adding an estimated $62.4M. The largest seller was Perpetual Ltd, exiting entirely with an estimated $214M sold.

  • 599 institutional investors held Alcon (ALC) as of Q3 2023, up from 596 in Q2 2023.
  • Funds reported $17.3B of Alcon stock for Q3 2023, down 10% quarter-over-quarter.
  • 67 funds opened new Alcon positions in Q3 2023 and 55 closed out, a net change of +12 holders.
  • The largest Alcon buyer in Q3 2023 was Credit Suisse, an estimated $62.4M added.
  • The largest Alcon seller in Q3 2023 was Perpetual Ltd, an estimated $214M sold.

Based on aggregated 13F filings for Q3 2023.