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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
LC
401
Lindbrook Capital
California
$43K -$11.7K -205 -21%
SAM
402
S.A. Mason
Michigan
$43K +$43.8K +765 New
CT
403
Caldwell Trust
Florida
$38K +$39K +681 New
RCC
404
Red Cedar Capital
Nebraska
$36K
TF
405
Tompkins Financial
New York
$34K +$10.3K +180 +43%
ACM
406
Allred Capital Management
Texas
$33.1K +$33.5K +585 New
FHA
407
First Horizon Advisors
Tennessee
$33K -$3.84K -67 -10%
EW
408
Evoke Wealth
California
$32.9K -$458 -8 -1%
CBT
409
Capital Bank & Trust
California
$31K -$14.9K -260 -32%
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$31K -$2.58K -45 -8%
OIA
411
Optimum Investment Advisors
Illinois
$31K
TFS
412
TrustCore Financial Services
Tennessee
$31K +$2.81K +49 +10%
ARMC
413
American Research & Management Company
Massachusetts
$29K
TSW
414
Thompson Siegel & Walmsley
Virginia
$28K -$2.58K -45 -8%
SNT
415
Security National Trust
West Virginia
$28K +$12.6K +220 +81%
HIA
416
Harbor Investment Advisory
Maryland
$28K +$28.2K +492 New
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$26K +$26.3K +460 New
NEAM
418
New England Asset Management
Connecticut
$25K
VNA
419
Valley National Advisers
Pennsylvania
$24K
OAJ
420
Ogorek Anthony Joseph
New York
$24K +$12.9K +225 +113%
JCM
421
Jacobi Capital Management
Pennsylvania
$23K -$11.9K -208 -33%
CT
422
Clearstead Trust
Maine
$23K
PCA
423
Peddock Capital Advisors
Massachusetts
$23K +$23.7K +413 New
KPCM
424
Kings Point Capital Management
New York
$22K
CFN
425
Cordasco Financial Network
Florida
$19K +$19.5K +340 New

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.