We are live on ! Find out more

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
CWA
476
Clearview Wealth Advisors
Oregon
$10K
RFA
477
Reilly Financial Advisors
California
$10K
AF
478
Allworth Financial
California
$10K +$2.08K +27 +27%
M
479
MOTCO
Texas
$9K
TSW
480
Thompson Siegel & Walmsley
Virginia
$9K
ETC
481
Exchange Traded Concepts
Oklahoma
$8K -$770 -10 -9%
CFD
482
Creative Financial Designs
Indiana
$8K
GLLW
483
Graves Light Lenhart Wealth
Virginia
$8K
TJHA
484
Thomas J. Herzfeld Advisors
Florida
$8K
Jones Financial Companies
485
Jones Financial Companies
Missouri
$8K +$1.69K +22 +27%
PMFA
486
Plante Moran Financial Advisors
Michigan
$8K +$7.7K +100 New
HC
487
Hoese & Co
Minnesota
$7K -$12.7K -165 -65%
BWM
488
BerganKDV Wealth Management
Minnesota
$7K -$2K -26 -24%
AA
489
Addison Advisors
Vermont
$7K
SIM
490
Sonora Investment Management
Arizona
$7K
SIAP
491
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K
FWM
492
Focused Wealth Management
New York
$7K +$770 +10 +13%
TAIM
493
TD Ameritrade Investment Management
Nebraska
$7K +$3.31K +43 +54%
EI
494
Ellevest Inc
New York
$6K -$59.3K -771 -92%
RMC
495
Resources Management Corp
Connecticut
$6K -$770 -10 -13%
GI
496
Gradient Investments
Minnesota
$6K
ST
497
Smithfield Trust
Pennsylvania
$6K
RVM
498
Robinson Value Management
Texas
$6K +$5.39K +70 New
CQS
499
Credential Qtrade Securities
$5.79K -$539 -7 -9%
PFBT
500
Parkside Financial Bank & Trust
Missouri
$5K

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.