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568 hedge funds and large institutions have $15.5B invested in Alcon in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 197 increasing their positions, 164 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 53

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

20% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 164

15% more capital invested

Capital invested by funds: $13.5B → $15.5B (+$1.97B)

13% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $41.8M

6% more funds holding

Funds holding: 537568 (+31)

0.65% less ownership

Funds ownership: 48.74%48.09% (-0.65%)

Holders
568
Holders Change
+31
Holders Change %
+5.77%
% of All Funds
10.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
91
Increased
197
Reduced
164
Closed
53
Calls
$47.2M
Puts
$41.8M
Net Calls
+$5.36M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$939M -$1.73M -27,624 -0.2%
Aristotle Capital Management
2
Aristotle Capital Management
California
$843M +$34M +543,533 +4%
CS
3
Credit Suisse
Switzerland
$830M +$49.5M +791,846 +7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$783M -$197M -3,154,826 -21%
Norges Bank
5
Norges Bank
Norway
$744M +$13.3M +212,319 +2%
ClearBridge Investments
6
ClearBridge Investments
New York
$655M +$134M +2,146,238 +28%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$616M +$60.7M +970,796 +10%
Wells Fargo
8
Wells Fargo
California
$515M +$87.2K +1,394 +0%
Capital Research Global Investors
9
Capital Research Global Investors
California
$455M -$534M -8,530,567 -56%
BBHC
10
Brown Brothers Harriman & Co
New York
$446M -$19.9M -317,572 -4%
WCM Investment Management
11
WCM Investment Management
California
$377M +$16.8M +268,947 +5%
BlackRock
12
BlackRock
New York
$364M -$2.48M -39,665 -0.7%
Invesco
13
Invesco
Georgia
$363M -$31.8M -507,911 -8%
Bank of America
14
Bank of America
North Carolina
$355M +$25.3M +404,197 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$340M +$4.49M +71,818 +1%
AC
16
AKO Capital
United Kingdom
$294M +$76.1M +1,215,957 +38%
Zurich Cantonal Bank
17
Zurich Cantonal Bank
Switzerland
$281M +$9.61M +153,534 +4%
SGA
18
Sustainable Growth Advisers
Connecticut
$280M +$121M +1,933,104 +84%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$261M +$77.5M +1,238,753 +46%
FPP
20
Findlay Park Partners
United Kingdom
$254M +$79.8M +1,275,000 +50%
Primecap Management
21
Primecap Management
California
$248M -$13.3M -212,602 -5%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$248M +$163M +2,603,805 +227%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$196M +$21.8M +348,251 +13%
Franklin Resources
24
Franklin Resources
California
$187M +$21M +336,396 +14%
Deutsche Bank
25
Deutsche Bank
Germany
$182M -$37.9M -606,575 -18%

ALC Hedge Fund Activity: Q4 2020 in Review

568 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q4 2020, worth a combined $15.5B — up 15% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ALC positions and 53 closed out — a net gain of 38 holders — while 197 added to existing stakes and 164 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $163M. The largest seller was Capital Research Global Investors, cutting an estimated $534M.

  • 568 institutional investors held Alcon (ALC) as of Q4 2020, up from 537 in Q3 2020.
  • Funds reported $15.5B of Alcon stock for Q4 2020, up 15% quarter-over-quarter.
  • 91 funds opened new Alcon positions in Q4 2020 and 53 closed out, a net change of +38 holders.
  • The largest Alcon buyer in Q4 2020 was Mackenzie Financial, an estimated $163M added.
  • The largest Alcon seller in Q4 2020 was Capital Research Global Investors, an estimated $534M sold.

Based on aggregated 13F filings for Q4 2020.