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573 hedge funds and large institutions have $18B invested in Alcon in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 196 increasing their positions, 177 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $420M | Put options by funds: $132M

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

14% more capital invested

Capital invested by funds: $15.8B → $18B (+$2.24B)

11% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 177

1% more funds holding

Funds holding: 566573 (+7)

0.32% less ownership

Funds ownership: 47.49%47.17% (-0.32%)

Holders
573
Holders Change
+7
Holders Change %
+1.24%
% of All Funds
10.03%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
59
Increased
196
Reduced
177
Closed
46
Calls
$420M
Puts
$132M
Net Calls
+$289M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
101
JP Morgan Private Wealth Advisors
California
$16.8M +$459K +5,969 +3%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$15.9M +$446K +5,798 +3%
KCM
103
Kornitzer Capital Management
Kansas
$15.1M
M&T Bank
104
M&T Bank
New York
$15.1M +$218K +2,833 +2%
SAM
105
Sycomore Asset Management
France
$14.9M +$14.1M +183,761 New
Two Sigma Investments
106
Two Sigma Investments
New York
$14.8M +$14.2M +184,165 New
LG
107
LaFleur & Godfrey
Michigan
$14.2M +$918K +11,930 +7%
LIM
108
Lathrop Investment Management
Arkansas
$13.6M +$341K +4,435 +3%
Truist Financial
109
Truist Financial
North Carolina
$13.5M -$99.4K -1,291 -0.8%
Kayne Anderson Rudnick Investment Management
110
Kayne Anderson Rudnick Investment Management
California
$13.5M -$70.9K -921 -0.5%
FFIC
111
First Fiduciary Investment Counsel
Ohio
$13.2M -$544K -7,063 -4%
US Bancorp
112
US Bancorp
Minnesota
$13.2M +$488K +6,338 +4%
SIC
113
Schwartz Investment Counsel
Michigan
$13.1M -$262K -3,400 -2%
Osaic Holdings
114
Osaic Holdings
Arizona
$11.4M +$147K +1,908 +1%
DADC
115
D.A. Davidson & Co
Montana
$11.1M +$18.6K +242 +0.2%
OAM
116
Oppenheimer Asset Management
New York
$11.1M +$170K +2,213 +2%
ZIG
117
Zurich Insurance Group
Switzerland
$10.7M -$200K -2,599 -2%
MWNA
118
Marshall Wace North America
New York
$10.6M +$5.98M +77,680 +143%
GG
119
Gofen & Glossberg
Illinois
$10.3M +$388K +5,045 +4%
FI
120
Fosun International
China
$10.2M +$7.7M +100,092 +383%
BCAM
121
Boston Common Asset Management
Massachusetts
$9.62M +$305K +3,965 +3%
ACI
122
AMP Capital Investors
Australia
$9.2M -$966K -12,551 -10%
MA
123
MUFG Americas
New York
$9.14M +$441K +5,729 +5%
DZ Bank
124
DZ Bank
Germany
$8.94M -$148K -1,919 -2%
Federated Hermes
125
Federated Hermes
Pennsylvania
$8.94M +$761K +9,887 +10%

ALC Hedge Fund Activity: Q3 2021 in Review

573 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q3 2021, worth a combined $18B — up 14% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ALC positions and 46 closed out — a net gain of 13 holders — while 196 added to existing stakes and 177 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $370M. The largest seller was Schroder Investment Management Group, cutting an estimated $470M.

  • 573 institutional investors held Alcon (ALC) as of Q3 2021, up from 566 in Q2 2021.
  • Funds reported $18B of Alcon stock for Q3 2021, up 14% quarter-over-quarter.
  • 59 funds opened new Alcon positions in Q3 2021 and 46 closed out, a net change of +13 holders.
  • The largest Alcon buyer in Q3 2021 was GQG Partners, an estimated $370M added.
  • The largest Alcon seller in Q3 2021 was Schroder Investment Management Group, an estimated $470M sold.

Based on aggregated 13F filings for Q3 2021.