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602 hedge funds and large institutions have $18.9B invested in Alcon in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 220 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $303M | Put options by funds: $133M

0.99% less ownership

Funds ownership: 49.66%48.68% (-0.99%)

3% less capital invested

Capital invested by funds: $19.5B → $18.9B (-$618M)

4% less funds holding

Funds holding: 624602 (-22)

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

22% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 220

Holders
602
Holders Change
-22
Holders Change %
-3.53%
% of All Funds
9.5%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
66
Increased
171
Reduced
220
Closed
81
Calls
$303M
Puts
$133M
Net Calls
+$170M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
576
Caldwell Trust
Florida
$1.47K
GEA
577
Glen Eagle Advisors
New Jersey
$1.19K
BFEC
578
Benjamin F. Edwards & Company
Missouri
$1K -$1.55K -20 -71%
PWC
579
PYA Waltman Capital
Tennessee
$1K -$309 -4 -18%
AWM
580
Accel Wealth Management
Iowa
$1K
BWL
581
Bogart Wealth LLC
Virginia
$1K
CBT
582
CoreFirst Bank & Trust
Kansas
$1K
CA
583
Crewe Advisors
Utah
$1K
CFO
584
CVA Family Office
Colorado
$1K
AWM
585
Atticus Wealth Management
Florida
$1K +$618 +8 New
FEG
586
Financial Enhancement Group
Indiana
$1K +$696 +9 New
FCB
587
First Command Bank
Texas
$1K +$773 +10 New
FCFS
588
First Command Financial Services
Texas
$1K +$773 +10 New
MAM
589
Marquette Asset Management
Minnesota
$1K +$773 +10 New
SC
590
Siena Capital
Ohio
$1K +$850 +11 New
MWM
591
Mascoma Wealth Management
New Hampshire
$1K +$1.08K +14 New
SWA
592
Sutton Wealth Advisors
Florida
$793
Schroder Investment Management Group
593
Schroder Investment Management Group
United Kingdom
-$786M -9,740,445 Closed
GQG Partners
594
GQG Partners
Florida
-$470M -5,300,899 Closed
EAM
595
Exane Asset Management
France
-$95.8M -1,082,835 Closed
O
596
Ossiam
France
-$11.3M -127,495 Closed
MFS
597
Mirabella Financial Services
United Kingdom
-$4.4M -50,545 Closed
NLGIA
598
Nippon Life Global Investors Americas
New York
-$3.53M -40,460 Closed
PLU
599
Performa Ltd (US)
South Carolina
-$3.58M -40,350 Closed
GAM
600
Gotham Asset Management
New York
-$3.18M -36,502 Closed

ALC Hedge Fund Activity: Q1 2022 in Review

602 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q1 2022, worth a combined $18.9B — down 3.2% from $19.5B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ALC and 66 opened new positions — a net loss of 15 holders — while 220 trimmed existing stakes and 171 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $755M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $786M sold.

  • 602 institutional investors held Alcon (ALC) as of Q1 2022, down from 624 in Q4 2021.
  • Funds reported $18.9B of Alcon stock for Q1 2022, down 3.2% quarter-over-quarter.
  • 66 funds opened new Alcon positions in Q1 2022 and 81 closed out, a net change of -15 holders.
  • The largest Alcon buyer in Q1 2022 was T. Rowe Price Associates, an estimated $755M added.
  • The largest Alcon seller in Q1 2022 was Schroder Investment Management Group, an estimated $786M sold.

Based on aggregated 13F filings for Q1 2022.