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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
AOWM
626
Alpha Omega Wealth Management
Virginia
-$12K -196 Closed
DWM
627
Doyle Wealth Management
Florida
-$12K -194 Closed
DWA
628
Dougherty Wealth Advisers
Minnesota
-$11K -178 Closed
TA
629
TCG Advisors
Texas
-$7K -120 Closed
DWM
630
Destination Wealth Management
California
-$6K -104 Closed
MF
631
Manchester Financial
California
-$6K -97 Closed
LA
632
Legacy Advisors
Pennsylvania
-$5K -80 Closed
EWM
633
Executive Wealth Management
Michigan
-$4K -60 Closed
TPWA
634
TRUE Private Wealth Advisors
Oregon
-$3K -53 Closed
PCMK
635
Paragon Capital Management (Kansas)
Kansas
-$3K -51 Closed
WAS
636
Winch Advisory Services
Wisconsin
-$3K -51 Closed
AC
637
Avestar Capital
New York
-$1K -45 Closed
WC
638
Whitnell & Co
Illinois
-$2K -40 Closed
CAL
639
Capital Analysts LLC
Pennsylvania
-$1K -17 Closed
BC
640
Barnett & Company
Tennessee
+$60 +1 New
CFD
641
Creative Financial Designs
Indiana
+$120 +2 New
PFGIA
642
Patriot Financial Group Insurance Agency
Massachusetts
+$120 +2 New
EI
643
Ellevest Inc
New York
+$180 +3 New
WWM
644
Willingdon Wealth Management
North Carolina
+$180 +3 New
AIC
645
Archer Investment Corporation
Indiana
+$240 +4 New
LWA
646
Lowe Wealth Advisors
Maryland
+$240 +4 New
1NWS
647
1 North Wealth Services
Maryland
+$360 +6 New
FGAM
648
Financial Gravity Asset Management
Texas
+$420 +7 New

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.