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
EGM
201
Engineers Gate Manager
New York
$1.25M -$3.39M -59,131 -73%
BA
202
Bristlecone Advisors
Washington
$1.24M +$61.9K +1,080 +5%
AAIM
203
American Assets Investment Management
California
$1.23M
JGUA
204
John G. Ullman & Associates
New York
$1.18M -$64.4K -1,125 -5%
BG
205
Bahl & Gaynor
Ohio
$1.17M -$72.2K -1,260 -6%
PA
206
Pinnacle Associates
New York
$1.17M +$42.2K +736 +4%
GF
207
Gabelli Funds
New York
$1.14M
William Blair & Company
208
William Blair & Company
Illinois
$1.1M -$311K -5,425 -22%
CCM
209
Covington Capital Management
California
$1.08M -$1.43K -25 -0.1%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$1.08M -$106K -1,851 -9%
MLICM
211
Metropolitan Life Insurance Company (MetLife)
New York
$1.05M -$51.8K -904 -5%
BAM
212
Blueshift Asset Management
New Jersey
$1.02M +$550K +9,606 +113%
Creative Planning
213
Creative Planning
Kansas
$1.01M +$27.6K +482 +3%
EPAM
214
Euro Pacific Asset Management
Puerto Rico
$1M +$1.02M +17,767 New
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$991K +$308K +5,371 +44%
CRA
216
Circle Road Advisors
New York
$975K +$988K +17,243 New
COI
217
Connable Office Inc
Michigan
$957K -$27.5K -481 -3%
RFC
218
Regions Financial Corp
Alabama
$942K +$90.6K +1,582 +10%
Federated Hermes
219
Federated Hermes
Pennsylvania
$915K +$5.04K +88 +0.5%
GT
220
Glenmede Trust
Pennsylvania
$897K +$20.7K +361 +2%
LTFS
221
Ladenburg Thalmann Financial Services
Florida
$896K -$38.9K -680 -4%
AI
222
Atria Investments
North Carolina
$891K +$290K +5,065 +47%
NONA
223
Ninety One North America
New York
$891K +$902K +15,753 New
SIS
224
Susquehanna International Securities
Ireland
$869K +$269K +4,700 +44%
GG
225
Gofen & Glossberg
Illinois
$811K -$96.6K -1,686 -11%

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.