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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
SCA
551
Stonebridge Capital Advisors
Minnesota
$1K -$229 -4 -31%
AP
552
Atwood & Palmer
Missouri
$1K
ACM
553
AUA Capital Management
Pennsylvania
$1K
BAMG
554
Brand Asset Management Group
Missouri
$1K
BCI
555
Brinker Capital Investments
Pennsylvania
$1K
CAC
556
Certified Advisory Corp
Florida
$1K
CPA
557
Cowen Prime Advisors
New York
$1K
DAM
558
Delta Asset Management
Tennessee
$1K
IRC
559
Investors Research Corp
Georgia
$1K
LWA
560
Lenox Wealth Advisors
New York
$1K
RIA
561
RPG Investment Advisory
California
$1K
BWL
562
Bogart Wealth LLC
Virginia
$1K +$286 +5 +56%
JSC
563
Jackson Square Capital
California
$1K +$573 +10 New
MAM
564
Meeder Asset Management
Ohio
$1K +$802 +14 +117%
AIC
565
Archer Investment Corporation
Indiana
$1K +$916 +16 +400%
WCM
566
Wealthcare Capital Management
Virginia
$1K +$974 +17 New
CFFP
567
Center for Financial Planning
Michigan
$1K +$1.15K +20 New
SIC
568
Samalin Investment Counsel
New York
$1K +$1.15K +20 New
OPS
569
Orion Portfolio Solutions
Nebraska
$1K +$1.49K +26 New
SWA
570
Sutton Wealth Advisors
Florida
$566
FCH
571
Freestone Capital Holdings
Washington
$259 +$263K +4,587 New
PGAM
572
Princeton Global Asset Management
New Jersey
$123 +$573 +10 +0.5%
SHWM
573
Silicon Hills Wealth Management
Texas
$7 +$172 +3 New
Massachusetts Financial Services
574
Massachusetts Financial Services
Massachusetts
-$137M -2,352,949 Closed
PP
575
Prudential plc
United Kingdom
-$53.1M -914,146 Closed

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.