We are live on ! Find out more

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
CIM
176
Confluence Investment Management
Missouri
$2M +$1.84M +32,186 New
SM
177
Sciencast Management
New Jersey
$1.93M +$1.93M +33,721 New
Dodge & Cox
178
Dodge & Cox
California
$1.9M -$688K -12,016 -26%
EDRH
179
Edmond de Rothschild Holding
Switzerland
$1.87M -$292K -5,098 -13%
OAM
180
Oppenheimer Asset Management
New York
$1.86M -$106K -1,843 -5%
Schroder Investment Management Group
181
Schroder Investment Management Group
United Kingdom
$1.75M +$2.4K +42 +0.1%
FA
182
FDx Advisors
Illinois
$1.74M -$22.9K -399 -1%
BFO
183
Boston Family Office
Massachusetts
$1.73M +$40.4K +705 +2%
MIM
184
MetLife Investment Management
New Jersey
$1.66M
TI
185
Trexquant Investment
Connecticut
$1.65M +$1.67M +29,195 New
PAI
186
Pittenger & Anderson Inc
Nebraska
$1.63M
TBC
187
Tweedy, Browne Co
Connecticut
$1.6M -$137K -2,393 -8%
TCCM
188
Timber Creek Capital Management
Massachusetts
$1.55M +$1.11M +19,375 +241%
Brown Advisory
189
Brown Advisory
Maryland
$1.52M -$315K -5,492 -17%
Voloridge Investment Management
190
Voloridge Investment Management
Florida
$1.48M +$1.5M +26,153 New
MF
191
Magnetar Financial
Illinois
$1.39M +$28.5K +497 +2%
MCM
192
MAI Capital Management
Ohio
$1.39M +$831K +14,503 +145%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$1.36M
Ensign Peak Advisors
194
Ensign Peak Advisors
Utah
$1.36M +$1.37M +23,984 New
KOCAA
195
Knights of Columbus Asset Advisors
Connecticut
$1.34M +$1.36M +23,700 New
BC
196
Brinker Capital
Pennsylvania
$1.33M -$95.5K -1,668 -7%
SPFA
197
Summit Place Financial Advisors
New Jersey
$1.3M +$1.31M +22,940 New
MAM
198
Majedie Asset Management
United Kingdom
$1.29M -$7.83M -136,637 -86%
HSBC Holdings
199
HSBC Holdings
United Kingdom
$1.27M -$873K -15,250 -40%
MC
200
Moors & Cabot
Massachusetts
$1.26M +$204K +3,555 +19%

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.