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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
TAM
151
Tocqueville Asset Management
New York
$2.65M -$77.9K -1,360 -3%
SGH
152
Sivik Global Healthcare
Connecticut
$2.55M -$3.15M -55,000 -55%
MYIA
153
Mount Yale Investment Advisors
Colorado
$2.54M +$1.6K +28 +0.1%
FMC
154
First Merchants Corp
Indiana
$2.52M +$489K +8,532 +24%
Capital World Investors
155
Capital World Investors
California
$2.43M -$12.4M -215,996 -83%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$2.4M -$207K -3,606 -8%
AG
157
Advisor Group
Arizona
$2.4M -$26.6K -464 -1%
AT
158
AMF Tjänstepension
Sweden
$2.4M +$563K +9,828 +30%
ISL
159
Ingalls & Snyder LLC
New York
$2.39M +$16.2K +283 +0.7%
OA
160
Oak Associates
Ohio
$2.35M -$7.62K -133 -0.3%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$2.32M +$236K +4,128 +11%
FCI
162
Financial Counselors Inc
Kansas
$2.31M -$241K -4,205 -9%
EWA
163
Exencial Wealth Advisors
Oklahoma
$2.29M +$163K +2,852 +8%
OC
164
Oppenheimer & Co
New York
$2.29M -$227K -3,966 -9%
CYG
165
Clean Yield Group
Vermont
$2.25M +$1.63M +28,516 +253%
ZIG
166
Zurich Insurance Group
Switzerland
$2.23M +$61.3K +1,070 +3%
MML Investors Services
167
MML Investors Services
Massachusetts
$2.22M +$122K +2,131 +6%
CRCM
168
Crystal Rock Capital Management
Illinois
$2.22M +$361K +6,300 +19%
Comerica Bank
169
Comerica Bank
Texas
$2.2M +$25K +436 +1%
RMCM
170
Reynders McVeigh Capital Management
Massachusetts
$2.14M -$984K -17,179 -31%
LBA
171
Lowell Blake & Associates
Massachusetts
$2.1M +$2.12M +37,071 New
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$2.1M +$334K +5,832 +19%
SF
173
Synovus Financial
Georgia
$2.09M +$33.7K +589 +2%
Jane Street
174
Jane Street
New York
$2.05M -$7.53M -131,504 -78%
CTA
175
Chesley Taft & Associates
Illinois
$2.04M -$82.1K -1,433 -4%

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.