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584 hedge funds and large institutions have $14.6B invested in Alcon in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 147 increasing their positions, 228 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 86

2.25% more ownership

Funds ownership: 50.69%52.94% (+2.2%)

2% more funds holding

Funds holding: 574584 (+10)

1% more capital invested

Capital invested by funds: $14.4B → $14.6B (+$184M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

36% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 228

65% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $47.7M

Holders
584
Holders Change
+10
Holders Change %
+1.74%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
111
Increased
147
Reduced
228
Closed
86
Calls
$16.9M
Puts
$47.7M
Net Calls
-$30.8M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
501
Manchester Financial
California
$5K +$5.55K +97 New
EWA
502
Evolution Wealth Advisors
Florida
$4K -$7.5K -131 -66%
WAP
503
Wealthcare Advisory Partners
Pennsylvania
$4K -$6.01K -105 -60%
CAL
504
Capital Advisors Ltd
Ohio
$4K -$4.12K -72 -50%
EWM
505
Endurance Wealth Management
Rhode Island
$4K
FMTCOCP
506
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
GTAM
507
Global Trust Asset Management
Florida
$4K
RFM
508
Royal Fund Management
Florida
$4K
TL
509
TrueWealth LLC
Georgia
$4K
AF
510
Allworth Financial
California
$4K +$802 +14 +29%
GEA
511
Glen Eagle Advisors
New Jersey
$3.45K +$344 +6 +11%
AF
512
Advisornet Financial
Minnesota
$3K -$353K -6,163 -99%
HPC
513
HM Payson & Co
Maine
$3K -$69.9K -1,220 -96%
BRC
514
Bell Rock Capital
Delaware
$3K -$5.84K -102 -67%
FCA
515
FinTrust Capital Advisors
South Carolina
$3K -$5.67K -99 -68%
CA
516
Centerpoint Advisors
Massachusetts
$3K
FEG
517
Financial Enhancement Group
Indiana
$3K
FFC
518
First Financial Corp
Indiana
$3K
LWANC
519
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
ONST
520
Old North State Trust
North Carolina
$3K
WCG
521
Weaver Consulting Group
California
$3K
VCP
522
Verus Capital Partners
Arizona
$3K +$2.58K +45 New
EWM
523
EPG Wealth Management
Georgia
$3K +$2.63K +46 New
DI
524
Disciplined Investments
Oklahoma
$3K +$2.69K +47 New
ICM
525
Islay Capital Management
Texas
$3K +$2.86K +50 New

ALC Hedge Fund Activity: Q4 2019 in Review

584 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q4 2019, worth a combined $14.6B — up 1.3% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ALC positions and 86 closed out — a net gain of 25 holders — while 147 added to existing stakes and 228 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $628M. The largest seller was Fidelity Investments, cutting an estimated $457M.

  • 584 institutional investors held Alcon (ALC) as of Q4 2019, up from 574 in Q3 2019.
  • Funds reported $14.6B of Alcon stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 111 funds opened new Alcon positions in Q4 2019 and 86 closed out, a net change of +25 holders.
  • The largest Alcon buyer in Q4 2019 was Capital Research Global Investors, an estimated $628M added.
  • The largest Alcon seller in Q4 2019 was Fidelity Investments, an estimated $457M sold.

Based on aggregated 13F filings for Q4 2019.