We are live on ! Find out more

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
NFSG
451
Newbridge Financial Services Group
Florida
$18K
VNA
452
Valley National Advisers
Pennsylvania
$18K
TF
453
Tompkins Financial
New York
$18K +$16.9K +220 New
GKWIM
454
Gerber Kawasaki Wealth & Investment Management
California
$18K +$17.2K +224 New
JCM
455
Jacobi Capital Management
Pennsylvania
$17K
CB
456
CNB Bank
Pennsylvania
$16K -$4.16K -54 -21%
PA
457
PSI Advisors
Florida
$16K +$15.4K +200 New
FMP
458
Financial Management Professionals
Texas
$15K
HI
459
Hudock Inc
Pennsylvania
$15K
LJHT
460
Laurie J. Hall Trustee
$15K
AWA
461
Arkadios Wealth Advisors
Georgia
$14K -$4.39K -57 -24%
BFC
462
Bedel Financial Consulting
Indiana
$14K
FWM
463
Filbrandt Wealth Management
Wisconsin
$14K
GWSG
464
GPS Wealth Strategies Group
Colorado
$14K
BCA
465
Berman Capital Advisors
Georgia
$14K +$1K +13 +8%
COCM
466
Charter Oak Capital Management
New Hampshire
$13K
IF
467
Ironwood Financial
Arizona
$13K
IBOK
468
Independence Bank of Kentucky
Kentucky
$12K
WB
469
Webster Bank
Connecticut
$12K
AIM
470
Anchor Investment Management
South Carolina
$11.3K -$7.7K -100 -42%
MGIM
471
M&G Investment Management
United Kingdom
$11.1K -$748K -9,719 -7%
PCG
472
Private Capital Group
Connecticut
$11K -$616 -8 -5%
BWA
473
BDO Wealth Advisors
Florida
$11K
PWMG
474
Prestige Wealth Management Group
New Jersey
$11K
OCM
475
Orion Capital Management
California
$11K +$7.54K +98 +245%

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.