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566 hedge funds and large institutions have $15.8B invested in Alcon in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 188 increasing their positions, 185 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $296M | Put options by funds: $72.3M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 55

2% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 185

0% less funds holding

Funds holding: 567566 (-1)

3% less capital invested

Capital invested by funds: $16.2B → $15.8B (-$428M)

1.16% less ownership

Funds ownership: 48.65%47.49% (-1.2%)

Holders
566
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
9.85%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
59
Increased
188
Reduced
185
Closed
55
Calls
$296M
Puts
$72.3M
Net Calls
+$224M
Net Calls Change
+$84.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
451
Newbridge Financial Services Group
Florida
$16K
TI
452
Truehand Inc
New Hampshire
$16K
VNA
453
Valley National Advisers
Pennsylvania
$16K
AWA
454
Arkadios Wealth Advisors
Georgia
$16K +$9.97K +140 +146%
HWA
455
Heritage Wealth Advisors
Virginia
$15.7K
JCM
456
Jacobi Capital Management
Pennsylvania
$14K
FMP
457
Financial Management Professionals
Texas
$13K
GWSG
458
GPS Wealth Strategies Group
Colorado
$13K
HI
459
Hudock Inc
Pennsylvania
$13K
LJHT
460
Laurie J. Hall Trustee
$13K
BFC
461
Bedel Financial Consulting
Indiana
$12K
FWM
462
Filbrandt Wealth Management
Wisconsin
$12K
IF
463
Ironwood Financial
Arizona
$12K
BCA
464
Berman Capital Advisors
Georgia
$12K +$1.28K +18 +12%
CSPIA
465
Cary Street Partners Investment Advisory
Virginia
$11K
COCM
466
Charter Oak Capital Management
New Hampshire
$11K
WB
467
Webster Bank
Connecticut
$11K
MGIM
468
M&G Investment Management
United Kingdom
$10.3K -$464K -6,520 -4%
PCG
469
Private Capital Group
Connecticut
$10K -$3.28K -46 -24%
IBOK
470
Independence Bank of Kentucky
Kentucky
$10K
PWMG
471
Prestige Wealth Management Group
New Jersey
$10K
BWA
472
BDO Wealth Advisors
Florida
$10K +$2.64K +37 +37%
RFA
473
Reilly Financial Advisors
California
$8K -$3.42K -48 -29%
TSW
474
Thompson Siegel & Walmsley
Virginia
$8K -$142 -2 -2%
BWM
475
BerganKDV Wealth Management
Minnesota
$8K

ALC Hedge Fund Activity: Q2 2021 in Review

566 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q2 2021, worth a combined $15.8B — down 2.6% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ALC positions and 55 closed out — a net gain of 4 holders — while 188 added to existing stakes and 185 trimmed.

The largest buyer was Vontobel Holding, opening a new position worth an estimated $169M. The largest seller was Invesco, cutting an estimated $211M.

  • 566 institutional investors held Alcon (ALC) as of Q2 2021, down from 567 in Q1 2021.
  • Funds reported $15.8B of Alcon stock for Q2 2021, down 2.6% quarter-over-quarter.
  • 59 funds opened new Alcon positions in Q2 2021 and 55 closed out, a net change of +4 holders.
  • The largest Alcon buyer in Q2 2021 was Vontobel Holding, an estimated $169M added.
  • The largest Alcon seller in Q2 2021 was Invesco, an estimated $211M sold.

Based on aggregated 13F filings for Q2 2021.