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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
Franklin Resources
26
Franklin Resources
California
$150M -$14.4M -175,760 -8%
Luther King Capital Management (LKCM)
27
Luther King Capital Management (LKCM)
Texas
$147M +$182K +2,213 +0.1%
JP Morgan Chase
28
JP Morgan Chase
New York
$137M +$54.6M +664,360 +60%
Morgan Stanley
29
Morgan Stanley
New York
$128M +$16.5M +200,407 +14%
RM
30
Rudius Management
New York
$124M
Mackenzie Financial
31
Mackenzie Financial
Ontario, Canada
$120M +$13.6M +165,685 +11%
Holocene Advisors
32
Holocene Advisors
New York
$119M +$7.79M +94,762 +7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$114M +$36.8M +447,470 +44%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$107M +$352K +4,287 +0.3%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$103M -$3.06M -37,239 -3%
WJWM
36
Williams Jones Wealth Management
New York
$103M +$228K +2,771 +0.2%
Barclays
37
Barclays
United Kingdom
$97.9M +$5.42M +65,944 +5%
FPP
38
Findlay Park Partners
United Kingdom
$97.6M -$981K -11,934 -0.9%
BCV
39
Banque Cantonale Vaudoise
Switzerland
$92.3M +$7.02M +85,436 +8%
Citadel Advisors
40
Citadel Advisors
Florida
$91.3M -$1.21M -14,694 -1%
Wells Fargo
41
Wells Fargo
California
$90.2M -$3.29M -39,989 -3%
MNG
42
Manning & Napier Group
New York
$85.9M -$14.2M -172,696 -13%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$85.6M -$2.22M -26,981 -2%
Assenagon Asset Management
44
Assenagon Asset Management
Luxembourg
$77.5M -$62.8M -764,447 -43%
MAM
45
Madison Asset Management
Wisconsin
$72.3M +$2.03M +24,713 +3%
Citigroup
46
Citigroup
New York
$69.1M -$62M -753,962 -46%
Goldman Sachs
47
Goldman Sachs
New York
$67M -$14.1M -170,929 -16%
Fidelity International
48
Fidelity International
Bermuda
$66.1M +$6.26M +76,180 +10%
Aviva
49
Aviva
United Kingdom
$63M +$17.5M +213,155 +36%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$62.6M -$79.1M -962,491 -54%

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.