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586 hedge funds and large institutions have $16.4B invested in Alcon in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 127 increasing their positions, 236 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

36% more call options, than puts

Call options by funds: $242M | Put options by funds: $178M

23% more capital invested

Capital invested by funds: $13.3B → $16.4B (+$3.11B)

5% more funds holding

Funds holding: 558586 (+28)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.11% less ownership

Funds ownership: 46.55%45.44% (-1.1%)

46% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 236

Holders
586
Holders Change
+28
Holders Change %
+5.02%
% of All Funds
9.42%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
100
Increased
127
Reduced
236
Closed
59
Calls
$242M
Puts
$178M
Net Calls
+$64.6M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$153M +$95.3M +1,494,497 +199%
SGA
27
Sustainable Growth Advisers
Connecticut
$149M +$3.38M +52,992 +3%
Citadel Advisors
28
Citadel Advisors
Florida
$140M -$33.1M -518,274 -20%
Luther King Capital Management (LKCM)
29
Luther King Capital Management (LKCM)
Texas
$134M -$15M -235,742 -11%
UBS Group
30
UBS Group
Switzerland
$128M +$6.93M +108,614 +6%
Northern Trust
31
Northern Trust
Illinois
$124M -$7.34M -115,013 -6%
DZ Bank
32
DZ Bank
Germany
$123M +$14.3M +224,634 +14%
RM
33
Rudius Management
New York
$114M +$909K +14,254 +0.9%
JP Morgan Chase
34
JP Morgan Chase
New York
$107M -$759K -11,900 -0.8%
Morgan Stanley
35
Morgan Stanley
New York
$104M -$10.6M -166,141 -10%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$97.4M +$29.8M +466,456 +49%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$93.4M +$11.5M +180,264 +15%
WJWM
38
Williams Jones Wealth Management
New York
$92M -$2.8M -43,906 -3%
Capital Research Global Investors
39
Capital Research Global Investors
California
$91.5M -$8.63M -135,318 -9%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$89.6M -$1.35M -21,107 -2%
Holocene Advisors
41
Holocene Advisors
New York
$84.7M +$8.99M +140,973 +13%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$83.2M -$13.6M -212,426 -15%
Wells Fargo
43
Wells Fargo
California
$81.4M -$3M -46,965 -4%
MNG
44
Manning & Napier Group
New York
$80.9M -$385K -6,040 -0.5%
Millennium Management
45
Millennium Management
New York
$80.2M +$44.1M +691,828 +145%
BCV
46
Banque Cantonale Vaudoise
Switzerland
$71.1M +$4.6M +72,035 +7%
Marshall Wace
47
Marshall Wace
United Kingdom
$67.2M -$78.1M -1,224,537 -55%
MAM
48
Madison Asset Management
Wisconsin
$63.8M -$854K -13,386 -1%
Primecap Management
49
Primecap Management
California
$60.9M -$632K -9,910 -1%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$57.3M -$1.36M -21,328 -2%

ALC Hedge Fund Activity: Q4 2022 in Review

586 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q4 2022, worth a combined $16.4B — up 23% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ALC positions and 59 closed out — a net gain of 41 holders — while 127 added to existing stakes and 236 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $159M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $254M sold.

  • 586 institutional investors held Alcon (ALC) as of Q4 2022, up from 558 in Q3 2022.
  • Funds reported $16.4B of Alcon stock for Q4 2022, up 23% quarter-over-quarter.
  • 100 funds opened new Alcon positions in Q4 2022 and 59 closed out, a net change of +41 holders.
  • The largest Alcon buyer in Q4 2022 was Wellington Management Group, an estimated $159M added.
  • The largest Alcon seller in Q4 2022 was Mackenzie Financial, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2022.