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584 hedge funds and large institutions have $14.6B invested in Alcon in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 147 increasing their positions, 228 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 86

2.25% more ownership

Funds ownership: 50.69%52.94% (+2.2%)

2% more funds holding

Funds holding: 574584 (+10)

1% more capital invested

Capital invested by funds: $14.4B → $14.6B (+$184M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

36% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 228

65% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $47.7M

Holders
584
Holders Change
+10
Holders Change %
+1.74%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
111
Increased
147
Reduced
228
Closed
86
Calls
$16.9M
Puts
$47.7M
Net Calls
-$30.8M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
451
Flagship Harbor Advisors
Massachusetts
$12K -$9.51K -166 -45%
RMC
452
Resources Management Corp
Connecticut
$12K -$630 -11 -5%
TI
453
tru Independence
Oregon
$12K +$14.1K +246 New
WB
454
Webster Bank
Connecticut
$11K -$2.29K -40 -18%
THWM
455
Taylor Hoffman Wealth Management
Virginia
$11K
TJHA
456
Thomas J. Herzfeld Advisors
Florida
$11K
1W
457
1776 Wealth
Georgia
$11K +$11.5K +200 New
PA
458
PSI Advisors
Florida
$11K +$11.5K +200 New
WQ
459
Wealth Quarterback
New Jersey
$10.4K +$10.5K +183 New
BFC
460
Bedel Financial Consulting
Indiana
$10K
HI
461
Hudock Inc
Pennsylvania
$10K
PR
462
Payden & Rygel
California
$10K
WEC
463
Winslow Evans & Crocker
Massachusetts
$10K
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$9K -$4.98K -87 -35%
FBT
465
First Bank & Trust
South Dakota
$9K -$1.09K -19 -10%
IIA
466
ICW Investment Advisors
Arizona
$9K +$8.82K +154 New
BBA
467
Braun-Bostich & Associates
Pennsylvania
$9K +$9.34K +163 New
FWM
468
Filbrandt Wealth Management
Wisconsin
$9K +$9.74K +170 New
HWM
469
Howard Wealth Management
Connecticut
$9K +$10K +175 New
SMG
470
Spectrum Management Group
Indiana
$8K
TAIM
471
TD Ameritrade Investment Management
Nebraska
$8K +$5.44K +95 +202%
LB
472
Legacy Bridge
Iowa
$7K -$7.5K -131 -51%
MRCM
473
M&R Capital Management
New Jersey
$7K -$6.47K -113 -44%
PWMG
474
Prestige Wealth Management Group
New Jersey
$7K -$1.2K -21 -15%
NSIM
475
North Star Investment Management
Illinois
$7K -$458 -8 -7%

ALC Hedge Fund Activity: Q4 2019 in Review

584 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q4 2019, worth a combined $14.6B — up 1.3% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ALC positions and 86 closed out — a net gain of 25 holders — while 147 added to existing stakes and 228 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $628M. The largest seller was Fidelity Investments, cutting an estimated $457M.

  • 584 institutional investors held Alcon (ALC) as of Q4 2019, up from 574 in Q3 2019.
  • Funds reported $14.6B of Alcon stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 111 funds opened new Alcon positions in Q4 2019 and 86 closed out, a net change of +25 holders.
  • The largest Alcon buyer in Q4 2019 was Capital Research Global Investors, an estimated $628M added.
  • The largest Alcon seller in Q4 2019 was Fidelity Investments, an estimated $457M sold.

Based on aggregated 13F filings for Q4 2019.