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558 hedge funds and large institutions have $13.3B invested in Alcon in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 166 increasing their positions, 222 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $146M | Put options by funds: $125M

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1.5% less ownership

Funds ownership: 48.05%46.55% (-1.5%)

9% less funds holding

Funds holding: 611558 (-53)

19% less capital invested

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

25% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 222

49% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 82

Holders
558
Holders Change
-53
Holders Change %
-8.67%
% of All Funds
9.61%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
42
Increased
166
Reduced
222
Closed
82
Calls
$146M
Puts
$125M
Net Calls
+$20.8M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
401
Lindbrook Capital
California
$35K -$12.3K -178 -23%
AA
402
Ancora Advisors
Ohio
$32K
OAJ
403
Ogorek Anthony Joseph
New York
$30K
POIA
404
Pin Oak Investment Advisors
Texas
$30K
WT
405
Washington Trust
Rhode Island
$30K +$832 +12 +2%
BCWM
406
Bartlett & Co Wealth Management
Ohio
$29.1K -$21.1K -304 -38%
BC
407
Bartlett & Co
Ohio
$29K -$21.1K -304 -38%
GWS
408
Glassman Wealth Services
Virginia
$29K -$5.55K -80 -14%
SC
409
SouthState Corp
Florida
$28K -$486 -7 -1%
OC
410
Oakworth Capital
Alabama
$28K
KFI
411
Key Financial Inc
Pennsylvania
$27K
FF
412
FourThought Financial
Florida
$25K -$416 -6 -1%
IFAM
413
Institutional & Family Asset Management
Colorado
$25K +$1.39K +20 +5%
AIM
414
Achmea Investment Management
Netherlands
$24K
HNWAG
415
High Net Worth Advisory Group
Florida
$23K -$1.94K -28 -7%
FCA
416
FinTrust Capital Advisors
South Carolina
$23K -$1.87K -27 -7%
SWM
417
Spire Wealth Management
Virginia
$22K -$18K -260 -41%
NSIM
418
North Star Investment Management
Illinois
$22K
TCOV
419
Trust Company of Vermont
Vermont
$22K +$6.04K +87 +29%
PCH
420
Polar Capital Holdings
United Kingdom
$21.7K -$430K -6,203 -2%
GWM
421
Geneos Wealth Management
Colorado
$21K -$52.6K -758 -68%
EIM
422
Essex Investment Management
Massachusetts
$21K -$23.5K -339 -48%
WWM
423
Wolff Wiese Magana
California
$21K -$6.24K -90 -20%
PFSC
424
Peoples Financial Services Corp
Pennsylvania
$21K
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$18K +$4.37K +63 +25%

ALC Hedge Fund Activity: Q3 2022 in Review

558 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q3 2022, worth a combined $13.3B — down 19% from $16.4B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of ALC and 42 opened new positions — a net loss of 40 holders — while 222 trimmed existing stakes and 166 added.

The largest buyer was Bank of New York Mellon, adding an estimated $171M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $1.51B sold.

  • 558 institutional investors held Alcon (ALC) as of Q3 2022, down from 611 in Q2 2022.
  • Funds reported $13.3B of Alcon stock for Q3 2022, down 19% quarter-over-quarter.
  • 42 funds opened new Alcon positions in Q3 2022 and 82 closed out, a net change of -40 holders.
  • The largest Alcon buyer in Q3 2022 was Bank of New York Mellon, an estimated $171M added.
  • The largest Alcon seller in Q3 2022 was T. Rowe Price Associates, an estimated $1.51B sold.

Based on aggregated 13F filings for Q3 2022.