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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
EVM
126
Eaton Vance Management
Massachusetts
$4.7M -$1.28M -22,340 -21%
NLGIA
127
Nippon Life Global Investors Americas
New York
$4.6M +$4.65M +81,240 New
TH
128
TCTC Holdings
Texas
$4.58M -$573 -10 -0%
UCFA
129
United Capital Financial Advisors
Texas
$4.54M +$326K +5,695 +8%
BBVA
130
Banco Bilbao Vizcaya Argentaria
Spain
$4.49M +$4.54M +79,266 New
ET
131
Equitable Trust
Tennessee
$4.32M -$47.9K -836 -1%
GIP
132
Granite Investment Partners
California
$4.23M +$4.29M +74,848 New
JMPWA
133
JP Morgan Private Wealth Advisors
California
$4.2M -$355K -6,201 -8%
DADC
134
D.A. Davidson & Co
Montana
$3.99M +$3.45M +60,257 +589%
PCIG
135
Partners Capital Investment Group
Massachusetts
$3.86M -$293K -5,115 -7%
CRB
136
Chad R. Baker
$3.85M +$3.89M +68,008 New
HL
137
Harding Loevner
New Jersey
$3.62M +$3.67M +64,056 New
RMA
138
Roffman Miller Associates
Pennsylvania
$3.6M +$1.09M +19,025 +43%
1C
139
1623 Capital
Virginia
$3.59M +$3.64M +63,499 New
SC
140
Saturna Capital
Washington
$3.58M
EGA
141
Eagle Global Advisors
Texas
$3.47M -$109K -1,905 -3%
UOC
142
UBS O'Connor
Illinois
$3.39M +$3.44M +60,000 New
HighTower Advisors
143
HighTower Advisors
Illinois
$3.26M -$481K -8,405 -13%
JFL
144
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.22M -$1.3M -22,763 -29%
TCM
145
Tekla Capital Management
Massachusetts
$3.13M
DLA
146
Douglas Lane & Associates
New York
$3.13M -$151K -2,642 -5%
RA
147
RiverPark Advisors
New York
$2.98M -$68.4K -1,194 -2%
CGH
148
Crossmark Global Holdings
Texas
$2.9M +$162K +2,830 +6%
SIM
149
Spark Investment Management
New York
$2.86M +$1.01M +17,603 +53%
LPL Financial
150
LPL Financial
California
$2.67M -$78.1K -1,364 -3%

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.