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586 hedge funds and large institutions have $16.4B invested in Alcon in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 127 increasing their positions, 236 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

36% more call options, than puts

Call options by funds: $242M | Put options by funds: $178M

23% more capital invested

Capital invested by funds: $13.3B → $16.4B (+$3.11B)

5% more funds holding

Funds holding: 558586 (+28)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.11% less ownership

Funds ownership: 46.55%45.44% (-1.1%)

46% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 236

Holders
586
Holders Change
+28
Holders Change %
+5.02%
% of All Funds
9.42%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
100
Increased
127
Reduced
236
Closed
59
Calls
$242M
Puts
$178M
Net Calls
+$64.6M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
376
Evergreen Capital Management
Washington
$202K +$188K +2,947 New
BFG
377
Bleakley Financial Group
New Jersey
$202K +$188K +2,943 New
WI
378
Wahed Invest
New York
$180K +$18.8K +295 +13%
AP
379
Arlington Partners
Alabama
$177K
IA
380
IFP Advisors
Florida
$161K -$12.8K -200 -7%
NA
381
NewEdge Advisors
Louisiana
$155K +$197K +3,089 New
SG Americas Securities
382
SG Americas Securities
New York
$141K
BAM
383
Belpointe Asset Management
Nevada
$137K +$127K +1,991 New
CYG
384
Clean Yield Group
Vermont
$131K -$4.78K -75 -4%
HIA
385
Harbor Investment Advisory
Maryland
$119K
MLA
386
MB, Levis & Associates
Pennsylvania
$108K +$101K +1,582 New
ST
387
Smithfield Trust
Pennsylvania
$108K +$95.6K +1,499 +1,874%
SPIA
388
Steward Partners Investment Advisory
New York
$101K -$18.8K -295 -17%
TRCT
389
Tower Research Capital (TRC)
New York
$98K -$305K -4,785 -77%
FHA
390
First Horizon Advisors
Tennessee
$94.7K -$22.3K -349 -20%
AAP
391
Arax Advisory Partners
Colorado
$91.9K -$4.46K -70 -5%
ACA
392
Atlas Capital Advisors
Wyoming
$91K -$42.9K -673 -34%
MHR
393
Matthew Hamilton Rosenberg
$90.8K
EBA
394
Eagle Bay Advisors
New York
$90.3K +$41K +642 +95%
CSPAM
395
Cary Street Partners Asset Management
Virginia
$89.9K -$4.98K -78 -6%
CA
396
Centerpoint Advisors
Massachusetts
$85K
MAM
397
Magellan Asset Management
Australia
$77K -$102K -1,599 -59%
SN
398
Sittner & Nelson
Oregon
$76.9K
PTC
399
Private Trust Company
Ohio
$74K +$1.08K +17 +2%
BTI
400
Blue Trust Inc
Georgia
$72K +$39.2K +614 +99%

ALC Hedge Fund Activity: Q4 2022 in Review

586 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q4 2022, worth a combined $16.4B — up 23% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ALC positions and 59 closed out — a net gain of 41 holders — while 127 added to existing stakes and 236 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $159M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $254M sold.

  • 586 institutional investors held Alcon (ALC) as of Q4 2022, up from 558 in Q3 2022.
  • Funds reported $16.4B of Alcon stock for Q4 2022, up 23% quarter-over-quarter.
  • 100 funds opened new Alcon positions in Q4 2022 and 59 closed out, a net change of +41 holders.
  • The largest Alcon buyer in Q4 2022 was Wellington Management Group, an estimated $159M added.
  • The largest Alcon seller in Q4 2022 was Mackenzie Financial, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2022.