We are live on ! Find out more

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
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$40.5M +$41.4M +689,527 New
JIC
52
Johnson Investment Counsel
Ohio
$38.8M +$39.9M +665,020 New
WP
53
Wedgewood Partners
Missouri
$38M +$12.1M +201,343 +45%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$36.9M +$3.81M +63,509 +11%
PPA
55
Parametric Portfolio Associates
Washington
$35.7M +$4.57M +76,129 +14%
SBH
56
Segall Bryant & Hamill
Illinois
$35.5M +$2.75M +45,774 +8%
Axa
57
Axa
France
$34.6M -$867K -14,445 -2%
Lazard Asset Management
58
Lazard Asset Management
New York
$34.4M +$519K +8,654 +1%
NC
59
Nicholas Company
Wisconsin
$33.3M +$186K +3,100 +0.5%
Bessemer Group
60
Bessemer Group
New Jersey
$32.9M +$32.2M +536,932 +1,954%
Citigroup
61
Citigroup
New York
$32.8M -$20.3M -339,162 -38%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$32.6M +$22.8M +380,643 +213%
HM
63
HealthCor Management
New York
$32.6M +$1.93M +32,100 +6%
Goldman Sachs
64
Goldman Sachs
New York
$32.4M -$10.3M -171,957 -24%
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$31.3M +$4.13M +68,883 +15%
SFM
66
Soros Fund Management
New York
$31M +$31.9M +532,340 New
Franklin Resources
67
Franklin Resources
California
$30.7M -$51.2M -852,662 -62%
Capital International Investors
68
Capital International Investors
California
$29.1M +$30M +499,532 New
Calamos Advisors
69
Calamos Advisors
Illinois
$28.2M +$14.7M +245,823 +103%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$27.7M +$2.9M +48,296 +11%
First Trust Advisors
71
First Trust Advisors
Illinois
$24.6M +$1.61M +26,877 +7%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$23M +$5.27M +87,792 +29%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$22.8M +$11.2M +187,360 +92%
Boston Partners
74
Boston Partners
Massachusetts
$21M -$1.1M -18,400 -5%
O
75
OrbiMed
New York
$20.5M

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.