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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
BL
451
Balentine LLC
Georgia
$13K +$13.3K +221 New
SWP
452
Strategic Wealth Partners
Ohio
$12.8K -$1.38K -23 -3%
NCM
453
Next Capital Management
New York
$12K -$7.68K -128 -39%
PMFA
454
Plante Moran Financial Advisors
Michigan
$12K -$1.86K -31 -13%
WEC
455
Winslow Evans & Crocker
Massachusetts
$12K -$960 -16 -10%
EWA
456
Evolution Wealth Advisors
Florida
$12K +$11.9K +198 New
THWM
457
Taylor Hoffman Wealth Management
Virginia
$12K +$12K +200 New
FBT
458
First Bank & Trust
South Dakota
$11K -$840 -14 -7%
CIAS
459
Capital Investment Advisory Services
North Carolina
$11K
OAJ
460
Ogorek Anthony Joseph
New York
$11K
TJHA
461
Thomas J. Herzfeld Advisors
Florida
$11K
BFC
462
Bedel Financial Consulting
Indiana
$10K
HI
463
Hudock Inc
Pennsylvania
$10K
WAP
464
Wealthcare Advisory Partners
Pennsylvania
$10K +$3.96K +66 +60%
AIM
465
Advantage Investment Management
Iowa
$10K +$7.98K +133 +333%
PR
466
Payden & Rygel
California
$10K +$10.5K +175 New
BRC
467
Bell Rock Capital
Delaware
$9K
PFO
468
Pathstone Family Office
New Jersey
$9K
PCM
469
Princeton Capital Management
New Jersey
$9K
PFBT
470
Parkside Financial Bank & Trust
Missouri
$9K +$1.2K +20 +14%
FWM
471
Focused Wealth Management
New York
$8K -$3.9K -65 -32%
FCA
472
FinTrust Capital Advisors
South Carolina
$8K -$3.72K -62 -30%
FPB
473
First PREMIER Bank
South Dakota
$8K -$2.16K -36 -22%
CHC
474
City Holding Co
West Virginia
$8K -$1.38K -23 -15%
CAL
475
Capital Advisors Ltd
Ohio
$8K -$900 -15 -9%

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.