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599 hedge funds and large institutions have $17.3B invested in Alcon in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 194 increasing their positions, 189 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $210M | Put options by funds: $154M

22% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 55

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 189

1% more funds holding

Funds holding: 596599 (+3)

2.07% less ownership

Funds ownership: 47.89%45.81% (-2.1%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

10% less capital invested

Capital invested by funds: $19.3B → $17.3B (-$1.98B)

Holders
599
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
9.51%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
67
Increased
194
Reduced
189
Closed
55
Calls
$210M
Puts
$154M
Net Calls
+$56.1M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
451
Venturi Wealth Management
Texas
$44.1K +$39.2K +477 +502%
AF
452
Allworth Financial
California
$42.3K +$2.3K +28 +5%
BC
453
Bartlett & Co
Ohio
$42K
BCWM
454
Bartlett & Co Wealth Management
Ohio
$41.5K
OC
455
Oakworth Capital
Alabama
$41.5K -$12.2K -148 -22%
MA
456
Montag & Associates
Georgia
$40.5K -$230K -2,800 -84%
OAJ
457
Ogorek Anthony Joseph
New York
$40K
POIA
458
Pin Oak Investment Advisors
Texas
$40K
SC
459
SouthState Corp
Florida
$37.4K +$2.06K +25 +5%
SWM
460
Spire Wealth Management
Virginia
$37K -$247 -3 -0.6%
FFA
461
Farther Finance Advisors
California
$36.3K -$9.21K -112 -19%
OA
462
Operose Advisors
Wisconsin
$33.8K +$36.1K +439 New
AA
463
Ancora Advisors
Ohio
$33.6K
IFAM
464
Institutional & Family Asset Management
Colorado
$32.5K -$1.23K -15 -3%
KFS
465
Kelly Financial Services
Massachusetts
$31.5K +$7.24K +88 +28%
AGWCA
466
Annis Gardner Whiting Capital Advisors
Florida
$31.2K +$33.3K +405 New
CWP
467
Concord Wealth Partners
Virginia
$29K
EWP
468
Elevation Wealth Partners
California
$28.5K
GA
469
GoalVest Advisory
New York
$27.7K +$8.96K +109 +44%
GWM
470
Geneos Wealth Management
Colorado
$27.2K
HPC
471
HM Payson & Co
Maine
$27K +$28.8K +350 New
CAS
472
Coppell Advisory Solutions
Texas
$24.3K
PFSC
473
Peoples Financial Services Corp
Pennsylvania
$23.6K
AT
474
Avalon Trust
New Mexico
$23.1K
AWM
475
AllSquare Wealth Management
New York
$21.2K

ALC Hedge Fund Activity: Q3 2023 in Review

599 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q3 2023, worth a combined $17.3B — down 10% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ALC positions and 55 closed out — a net gain of 12 holders — while 194 added to existing stakes and 189 trimmed.

The largest buyer was Credit Suisse, adding an estimated $62.4M. The largest seller was Perpetual Ltd, exiting entirely with an estimated $214M sold.

  • 599 institutional investors held Alcon (ALC) as of Q3 2023, up from 596 in Q2 2023.
  • Funds reported $17.3B of Alcon stock for Q3 2023, down 10% quarter-over-quarter.
  • 67 funds opened new Alcon positions in Q3 2023 and 55 closed out, a net change of +12 holders.
  • The largest Alcon buyer in Q3 2023 was Credit Suisse, an estimated $62.4M added.
  • The largest Alcon seller in Q3 2023 was Perpetual Ltd, an estimated $214M sold.

Based on aggregated 13F filings for Q3 2023.