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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
JP Morgan Chase
26
JP Morgan Chase
New York
$148M +$15.4M +216,213 +11%
MNG
27
Manning & Napier Group
New York
$148M -$27M -378,549 -15%
Luther King Capital Management (LKCM)
28
Luther King Capital Management (LKCM)
Texas
$146M +$8.2M +115,065 +6%
SGA
29
Sustainable Growth Advisers
Connecticut
$136M -$109M -1,524,695 -44%
UBS Group
30
UBS Group
Switzerland
$136M -$15.7M -219,724 -10%
HL
31
Harding Loevner
New Jersey
$126M +$541K +7,596 +0.4%
Barclays
32
Barclays
United Kingdom
$125M +$14.4M +202,228 +13%
RM
33
Rudius Management
New York
$111M +$13.3M +186,351 +13%
Amundi
34
Amundi
France
$107M +$108M +1,520,716 New
Invesco
35
Invesco
Georgia
$103M -$211M -2,962,907 -67%
WJWM
36
Williams Jones Wealth Management
New York
$99.7M +$2.59M +36,367 +3%
Goldman Sachs
37
Goldman Sachs
New York
$93.6M -$47.9M -671,827 -34%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$91.5M +$4.41M +61,929 +5%
EAM
39
Exane Asset Management
France
$83.6M +$85.1M +1,194,613 New
Aviva
40
Aviva
United Kingdom
$75.3M +$1.62M +22,714 +2%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$72.2M +$1.97M +27,675 +3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$71.1M -$4.9M -68,834 -6%
EVM
43
Eaton Vance Management
Massachusetts
$68.7M +$52.3M +734,602 +300%
CLOS
44
Compagnie Lombard Odier SCmA
Switzerland
$66.2M -$11.1M -155,874 -14%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$65.5M +$3.09M +43,326 +5%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$65.4M +$2.25M +31,644 +4%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$64.4M +$65.3M +916,176 New
Morgan Stanley
48
Morgan Stanley
New York
$64.3M +$2.67M +37,510 +4%
Primecap Management
49
Primecap Management
California
$64.2M -$1.3M -18,310 -2%
BCV
50
Banque Cantonale Vaudoise
Switzerland
$62.9M +$18.3M +257,469 +40%

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.