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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
RS
426
Robeco Schweiz
Switzerland
$31.2K +$29.9M +387,998 New
NSIM
427
North Star Investment Management
Illinois
$31K
Lazard Asset Management
428
Lazard Asset Management
New York
$30K +$6.77K +88 +30%
IFAM
429
Institutional & Family Asset Management
Colorado
$29K +$4.62K +60 +20%
JWM
430
Janiczek Wealth Management
Colorado
$28K +$1.69K +22 +7%
CFN
431
Cordasco Financial Network
Florida
$27K
HPC
432
HM Payson & Co
Maine
$25K +$5.31K +69 +28%
FPFS
433
First Personal Financial Services
North Carolina
$23K -$12.2K -159 -35%
OIA
434
Optimum Investment Advisors
Illinois
$23K -$2.31K -30 -10%
FCA
435
FinTrust Capital Advisors
South Carolina
$23K
CI
436
CX Institutional
Indiana
$22K -$3.23K -42 -13%
AWM
437
AllSquare Wealth Management
New York
$22K
FNBOSM
438
First National Bank of South Miami
Florida
$22K
FP
439
Financial Perspectives
Minnesota
$21.7K -$41.9K -544 -67%
KFS
440
Kelly Financial Services
Massachusetts
$21K -$1.39M -18,095 -99%
MPWT
441
MassMutual Private Wealth & Trust
Connecticut
$21K +$1.46K +19 +8%
BU
442
BBVA USA
Alabama
$20K -$14.8K -192 -44%
ARMC
443
American Research & Management Company
Massachusetts
$20K
HCP
444
Hexagon Capital Partners
Arkansas
$20K
KFI
445
Key Financial Inc
Pennsylvania
$20K
BWP
446
Baldwin Wealth Partners
Massachusetts
$19K
BMD
447
Better Money Decisions
New Mexico
$19K
SC
448
Sierra Capital
Florida
$19K
TI
449
Truehand Inc
New Hampshire
$19K
HWA
450
Heritage Wealth Advisors
Virginia
$18K

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.