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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
OC
401
Oakworth Capital
Alabama
$55K
CHA
402
Carmichael Hill & Associates
Maryland
$53K
ST
403
Sageworth Trust
Pennsylvania
$52K -$385 -5 -0.8%
PP
404
Pacifica Partners
Canada
$52K
TFS
405
TrustCore Financial Services
Tennessee
$52K
RCC
406
Red Cedar Capital
Nebraska
$51K
RE
407
RBC Europe
United Kingdom
$48.3K
LC
408
Lindbrook Capital
California
$47K +$3.23K +42 +8%
CFA
409
Carroll Financial Associates
North Carolina
$46K -$9.24K -120 -17%
TCCM
410
Timber Creek Capital Management
Massachusetts
$45K -$5.77K -75 -12%
JFA
411
JNBA Financial Advisors
Minnesota
$43K
OAJ
412
Ogorek Anthony Joseph
New York
$42K
POIA
413
Pin Oak Investment Advisors
Texas
$42K
BCWM
414
Bartlett & Co Wealth Management
Ohio
$40.3K -$5K -65 -11%
BC
415
Bartlett & Co
Ohio
$40K -$5K -65 -11%
WT
416
Washington Trust
Rhode Island
$39K
EBA
417
Eagle Bay Advisors
New York
$39K +$4.62K +60 +14%
TFIPS
418
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.9K
CCC
419
Crescent Capital Consulting
Louisiana
$36K
MAM
420
Meeder Asset Management
Ohio
$36K +$385 +5 +1%
SWM
421
Spire Wealth Management
Virginia
$35K -$11.2K -146 -25%
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$35K -$1.77K -23 -5%
GWS
423
Glassman Wealth Services
Virginia
$34K +$308 +4 +1%
WWM
424
Wolff Wiese Magana
California
$34K +$2.92K +38 +10%
AIM
425
Achmea Investment Management
Netherlands
$34K +$32K +416 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.