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591 hedge funds and large institutions have $16.7B invested in Alcon in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 199 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $221M | Put options by funds: $125M

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

2.82% more ownership

Funds ownership: 45.44%48.25% (+2.8%)

7% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 186

2% more capital invested

Capital invested by funds: $16.4B → $16.7B (+$339M)

1% more funds holding

Funds holding: 586591 (+5)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
591
Holders Change
+5
Holders Change %
+0.85%
% of All Funds
9.42%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
82
Increased
199
Reduced
186
Closed
60
Calls
$221M
Puts
$125M
Net Calls
+$95.3M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B +$2.8M +39,334 +0.2%
CS
2
Credit Suisse
Switzerland
$991M +$66.6M +935,245 +7%
Aristotle Capital Management
3
Aristotle Capital Management
California
$948M -$20.4M -286,175 -2%
Norges Bank
4
Norges Bank
Norway
$834M +$5.37M +75,422 +0.6%
ClearBridge Investments
5
ClearBridge Investments
New York
$752M +$29.4M +413,291 +4%
HL
6
Harding Loevner
New Jersey
$703M -$1.85M -26,010 -0.3%
Zurich Cantonal Bank
7
Zurich Cantonal Bank
Switzerland
$568M +$52M +731,397 +10%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$489M -$6.5M -91,368 -1%
AC
9
AKO Capital
United Kingdom
$467M +$69.2M +972,228 +17%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$448M -$1.36M -19,061 -0.3%
BBHC
11
Brown Brothers Harriman & Co
New York
$388M -$11.5M -161,544 -3%
BlackRock
12
BlackRock
New York
$373M +$202M +2,831,745 +115%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$344M +$23M +323,504 +7%
Bank of America
14
Bank of America
North Carolina
$336M +$40.5M +568,654 +14%
UBS Group
15
UBS Group
Switzerland
$315M +$185M +2,596,834 +139%
Amundi
16
Amundi
France
$308M +$136M +1,916,394 +76%
Vontobel Holding
17
Vontobel Holding
Switzerland
$285M +$7.4M +103,952 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$270M -$4.64M -65,176 -2%
PAMS
19
Pictet Asset Management (Switzerland)
Switzerland
$245M +$7.22M +101,517 +3%
AllianceBernstein
20
AllianceBernstein
Tennessee
$235M +$237K +3,328 +0.1%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$231M -$15.6M -218,867 -6%
Deutsche Bank
22
Deutsche Bank
Germany
$198M +$20.2M +283,285 +11%
PL
23
Perpetual Ltd
Australia
$193M +$194M +2,722,735 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$187M +$9.65M +135,622 +5%
Citigroup
25
Citigroup
New York
$168M +$8.6M +120,818 +5%

ALC Hedge Fund Activity: Q1 2023 in Review

591 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alcon (ALC) for Q1 2023, worth a combined $16.7B — up 2.1% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ALC positions and 60 closed out — a net gain of 22 holders — while 199 added to existing stakes and 186 trimmed.

The largest buyer was BlackRock, adding an estimated $202M. The largest seller was Jennison Associates, exiting entirely with an estimated $1.43B sold.

  • 591 institutional investors held Alcon (ALC) as of Q1 2023, up from 586 in Q4 2022.
  • Funds reported $16.7B of Alcon stock for Q1 2023, up 2.1% quarter-over-quarter.
  • 82 funds opened new Alcon positions in Q1 2023 and 60 closed out, a net change of +22 holders.
  • The largest Alcon buyer in Q1 2023 was BlackRock, an estimated $202M added.
  • The largest Alcon seller in Q1 2023 was Jennison Associates, an estimated $1.43B sold.

Based on aggregated 13F filings for Q1 2023.