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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
SGA
26
Sustainable Growth Advisers
Connecticut
$183M +$25.8M +335,816 +17%
Northern Trust
27
Northern Trust
Illinois
$177M -$1.13M -14,710 -0.7%
Luther King Capital Management (LKCM)
28
Luther King Capital Management (LKCM)
Texas
$174M +$6.84M +88,855 +4%
MNG
29
Manning & Napier Group
New York
$172M +$3.15M +40,981 +2%
JP Morgan Chase
30
JP Morgan Chase
New York
$161M -$8.22M -106,748 -5%
HL
31
Harding Loevner
New Jersey
$145M +$601K +7,805 +0.4%
RM
32
Rudius Management
New York
$132M +$4.46M +57,995 +4%
Amundi
33
Amundi
France
$127M +$3.99M +51,813 +3%
UBS Group
34
UBS Group
Switzerland
$123M -$30.5M -396,767 -21%
WJWM
35
Williams Jones Wealth Management
New York
$114M +$17.2K +223 +0%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$108M +$2.39M +31,097 +2%
EAM
37
Exane Asset Management
France
$102M +$4.86M +63,137 +5%
Barclays
38
Barclays
United Kingdom
$89.1M -$52.1M -676,608 -38%
BCV
39
Banque Cantonale Vaudoise
Switzerland
$88M +$13.9M +181,190 +20%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$84.4M +$1.54M +19,960 +2%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$82.6M +$75M +974,125 +2,450%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$82.6M +$1.14M +14,771 +1%
CLOS
43
Compagnie Lombard Odier SCmA
Switzerland
$80.2M +$2.96M +38,422 +4%
Goldman Sachs
44
Goldman Sachs
New York
$79.6M -$26.4M -343,253 -26%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$78.8M +$3.68M +47,814 +5%
EVM
46
Eaton Vance Management
Massachusetts
$78.7M -$765K -9,945 -1%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$75.9M +$54.4M +706,500 +307%
Morgan Stanley
48
Morgan Stanley
New York
$75.5M +$1.78M +23,088 +3%
Aviva
49
Aviva
United Kingdom
$74.2M -$12.4M -161,441 -15%
Primecap Management
50
Primecap Management
California
$73.4M -$124K -1,608 -0.2%

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.