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574 hedge funds and large institutions have $14.4B invested in Alcon in 2019 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 158 increasing their positions, 215 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 77

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

7% more funds holding

Funds holding: 535574 (+39)

4.21% more ownership

Funds ownership: 46.49%50.69% (+4.2%)

3% more capital invested

Capital invested by funds: $14.1B → $14.4B (+$393M)

27% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 215

67% less call options, than puts

Call options by funds: $23.1M | Put options by funds: $70.7M

Holders
574
Holders Change
+39
Holders Change %
+7.29%
% of All Funds
12.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
119
Increased
158
Reduced
215
Closed
77
Calls
$23.1M
Puts
$70.7M
Net Calls
-$47.6M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
501
Golden State Wealth Management
California
$5K
GI
502
Gradient Investments
Minnesota
$5K
RBC
503
Roble Belko & Company
Pennsylvania
$5K
BCM
504
Bourgeon Capital Management
Connecticut
$5K +$5.1K +85 New
ME
505
McIlrath & Eck
Washington
$5K +$5.52K +92 New
HR
506
Howe & Rusling
New York
$4K -$5.4K -90 -54%
CCM
507
Cribstone Capital Management
Maine
$4K -$2.4K -40 -37%
RFM
508
Royal Fund Management
Florida
$4K -$540 -9 -11%
ADL
509
Asset Dedication LLC
California
$4K -$240 -4 -7%
TL
510
TrueWealth LLC
Georgia
$4K
FMTCOCP
511
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K +$3.12K +52 +347%
EWM
512
Endurance Wealth Management
Rhode Island
$4K +$3.9K +65 New
GTAM
513
Global Trust Asset Management
Florida
$4K +$4.44K +74 New
GEA
514
Glen Eagle Advisors
New Jersey
$3.21K -$240 -4 -7%
FFC
515
First Financial Corp
Indiana
$3K -$8.04K -134 -73%
AF
516
Allworth Financial
California
$3K -$7.26K -121 -72%
LWANC
517
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K -$1.26K -21 -28%
CA
518
Centerpoint Advisors
Massachusetts
$3K
FEG
519
Financial Enhancement Group
Indiana
$3K
PCFFS
520
Pacific Center for Financial Services
California
$3K
WCG
521
Weaver Consulting Group
California
$3K +$2.76K +46 New
TAIM
522
TD Ameritrade Investment Management
Nebraska
$3K +$2.82K +47 New
ONST
523
Old North State Trust
North Carolina
$3K +$2.94K +49 New
HGWM
524
Harvest Group Wealth Management
Massachusetts
$3K +$3.3K +55 New
CIA
525
Cascade Investment Advisors
Oregon
$2.92K -$193K -3,221 -98%

ALC Hedge Fund Activity: Q3 2019 in Review

574 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q3 2019, worth a combined $14.4B — up 2.8% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new ALC positions and 77 closed out — a net gain of 42 holders — while 158 added to existing stakes and 215 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $541M. The largest seller was Wellington Management Group, cutting an estimated $107M.

  • 574 institutional investors held Alcon (ALC) as of Q3 2019, up from 535 in Q2 2019.
  • Funds reported $14.4B of Alcon stock for Q3 2019, up 2.8% quarter-over-quarter.
  • 119 funds opened new Alcon positions in Q3 2019 and 77 closed out, a net change of +42 holders.
  • The largest Alcon buyer in Q3 2019 was T. Rowe Price Associates, an estimated $541M added.
  • The largest Alcon seller in Q3 2019 was Wellington Management Group, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2019.