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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
BAM
376
Belpointe Asset Management
Nevada
$147K +$27.4K +356 +24%
GRP
377
Global Retirement Partners
California
$145K +$17.7K +230 +15%
GWM
378
Geneos Wealth Management
Colorado
$119K
FF
379
FourThought Financial
Florida
$114K -$15.6K -203 -13%
PFSC
380
Peoples Financial Services Corp
Pennsylvania
$113K -$9.24K -120 -8%
AAP
381
Arax Advisory Partners
Colorado
$111K -$7.62K -99 -7%
MHR
382
Matthew Hamilton Rosenberg
$106K
JWA
383
JFS Wealth Advisors
Pennsylvania
$106K +$101K +1,314 New
SSB
384
Sandy Spring Bank
Maryland
$104K -$6.08K -79 -6%
LWM
385
Liberty Wealth Management
California
$102K +$45.6K +592 +89%
MSFP
386
Mark Sheptoff Financial Planning
Connecticut
$95K -$1.54K -20 -2%
SN
387
Sittner & Nelson
Oregon
$92K
MCM
388
Manchester Capital Management
Vermont
$91K +$86.7K +1,127 New
PCH
389
Polar Capital Holdings
United Kingdom
$82K +$31.7M +412,527 +67%
LWP
390
Lumature Wealth Partners
Georgia
$82K
AP
391
Arlington Partners
Alabama
$79K -$385 -5 -0.5%
SNT
392
Security National Trust
West Virginia
$77K
SIC
393
Salem Investment Counselors
North Carolina
$75K +$3.08K +40 +4%
PB
394
Pinnacle Bancorp
Nebraska
$73K
CCA
395
Column Capital Advisors
Indiana
$69K
SAM
396
S.A. Mason
Michigan
$67K +$6.93K +90 +12%
APA
397
American Portfolios Advisors
New York
$65.1K -$3.08K -40 -5%
NFG
398
Next Financial Group
Texas
$62K +$10.8K +140 +23%
EIM
399
Essex Investment Management
Massachusetts
$60K
SC
400
SouthState Corp
Florida
$57K +$54.2K +704 New

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.