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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
FDCDDQ
376
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.8K -$3.55K -62 -5%
EIM
377
Essex Investment Management
Massachusetts
$64K -$12.3K -214 -16%
ACA
378
Atlas Capital Advisors
Wyoming
$62.6K -$4.12K -72 -6%
AAP
379
Arax Advisory Partners
Colorado
$62K -$6.07K -106 -9%
CFA
380
Carroll Financial Associates
North Carolina
$58K +$344 +6 +0.6%
Nisa Investment Advisors
381
Nisa Investment Advisors
Missouri
$58K +$11.5K +200 +24%
WFMPM
382
Woodley Farra Manion Portfolio Management
Indiana
$57K -$4.05M -70,759 -99%
DSC
383
Duncker Streett & Co
Missouri
$57K +$58K +1,012 New
AP
384
Arlington Partners
Alabama
$56K
VFA
385
Valeo Financial Advisors
Indiana
$56K +$3.44K +60 +6%
OC
386
Oakworth Capital
Alabama
$55K -$5.67K -99 -9%
AA
387
Ancora Advisors
Ohio
$53K +$53.8K +939 New
LWCFA
388
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K -$53.3K -930 -50%
RE
389
RBC Europe
United Kingdom
$51.5K +$28.1K +490 +117%
CB
390
CNB Bank
Pennsylvania
$51K -$6.7K -117 -11%
SIC
391
Salem Investment Counselors
North Carolina
$50K
CHA
392
Carmichael Hill & Associates
Maryland
$50K +$50.5K +881 New
APA
393
American Portfolios Advisors
New York
$49.1K -$3.61K -63 -7%
PFSC
394
Peoples Financial Services Corp
Pennsylvania
$49K
RFA
395
Reilly Financial Advisors
California
$48K -$59.7K -1,043 -55%
ZB
396
Zions Bancorporation
Utah
$46K -$515 -9 -1%
BFEC
397
Benjamin F. Edwards & Company
Missouri
$45K +$15.7K +274 +53%
FP
398
Financial Perspectives
Minnesota
$44.7K +$45.2K +790 New
FPFS
399
First Personal Financial Services
North Carolina
$44K -$32K -559 -42%
LWM
400
Liberty Wealth Management
California
$44K -$344 -6 -0.8%

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.