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574 hedge funds and large institutions have $14.4B invested in Alcon in 2019 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 158 increasing their positions, 215 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 77

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

7% more funds holding

Funds holding: 535574 (+39)

4.21% more ownership

Funds ownership: 46.49%50.69% (+4.2%)

3% more capital invested

Capital invested by funds: $14.1B → $14.4B (+$393M)

27% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 215

67% less call options, than puts

Call options by funds: $23.1M | Put options by funds: $70.7M

Holders
574
Holders Change
+39
Holders Change %
+7.29%
% of All Funds
12.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
119
Increased
158
Reduced
215
Closed
77
Calls
$23.1M
Puts
$70.7M
Net Calls
-$47.6M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
426
Flagship Harbor Advisors
Massachusetts
$21K -$3.48K -58 -13%
SFSIG
427
San Francisco Sentry Investment Group
California
$20K
GCM
428
Gables Capital Management
Florida
$20K +$24K +400 +157%
AWM
429
AllSquare Wealth Management
New York
$17K
FNBOSM
430
First National Bank of South Miami
Florida
$17K
QCIG
431
Quad-Cities Investment Group
Iowa
$16K -$5.46K -91 -25%
BWM
432
BerganKDV Wealth Management
Minnesota
$16K -$3.78K -63 -19%
SNT
433
Security National Trust
West Virginia
$16K -$2.4K -40 -13%
POIA
434
Pin Oak Investment Advisors
Texas
$16K
CI
435
CX Institutional
Indiana
$16K +$16.8K +280 New
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$15K -$21.5K -358 -59%
LB
437
Legacy Bridge
Iowa
$15K -$5.04K -84 -25%
1832 Asset Management
438
1832 Asset Management
Ontario, Canada
$15K -$660 -11 -4%
TWA
439
TCI Wealth Advisors
Arizona
$15K +$15.2K +254 New
WPW
440
Winthrop Partners - WNY
New York
$14.3K +$14.8K +246 New
GRP
441
Global Retirement Partners
California
$14K -$3K -50 -17%
TI
442
Truehand Inc
New Hampshire
$14K -$3K -50 -18%
PO
443
Private Ocean
California
$14K -$2.7K -45 -16%
MMG
444
Monetary Management Group
Missouri
$14K -$120 -2 -0.9%
PAM
445
Panagora Asset Management
Massachusetts
$14K
MRCM
446
M&R Capital Management
New Jersey
$14K +$15.2K +254 New
WB
447
Webster Bank
Connecticut
$13K -$4.2K -70 -24%
GWA
448
Guidant Wealth Advisors
Illinois
$13K
HWA
449
Heritage Wealth Advisors
Virginia
$13K +$4.26K +71 +46%
RMC
450
Resources Management Corp
Connecticut
$13K +$13K +216 New

ALC Hedge Fund Activity: Q3 2019 in Review

574 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q3 2019, worth a combined $14.4B — up 2.8% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new ALC positions and 77 closed out — a net gain of 42 holders — while 158 added to existing stakes and 215 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $541M. The largest seller was Wellington Management Group, cutting an estimated $107M.

  • 574 institutional investors held Alcon (ALC) as of Q3 2019, up from 535 in Q2 2019.
  • Funds reported $14.4B of Alcon stock for Q3 2019, up 2.8% quarter-over-quarter.
  • 119 funds opened new Alcon positions in Q3 2019 and 77 closed out, a net change of +42 holders.
  • The largest Alcon buyer in Q3 2019 was T. Rowe Price Associates, an estimated $541M added.
  • The largest Alcon seller in Q3 2019 was Wellington Management Group, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2019.