Signals

ALC

831 in-universe funds with a nonzero position in ALC within the trailing 4 quarters, as of 2026Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2002-03-21 Ownership Dilution filing by ALCON INC (424B5)

Flow ranking

Rank#23194
Score / z-1.518 / -1.40
Consensus210.58 over 385 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+2% / 3.3d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2002-03-21 424B5 ALCON INC

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,180.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 938.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 732.5 1.5% 4 -0.1 pp -0.0 pp -0.4 pp +1.5 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 591.7 1.3% 4 -0.0 pp -0.2 pp -0.7 pp +1.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 446.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 438.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 430.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 418.6 2.2% 4 -0.1 pp +0.1 pp -0.3 pp +2.2 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 405.0 1.4% 4 +0.2 pp +0.2 pp -0.6 pp +1.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 375.2 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 367.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 329.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 324.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 313.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 311.8 0.5% 4 +0.2 pp +0.2 pp +0.1 pp +0.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 291.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Southpoint Capital Advisors LP CIK 0001319998 0.396 33 256.2 5.3% 2 +1.6 pp +5.3 pp +5.3 pp +5.3 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 234.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 213.0 0.1% 6 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 188.9 1.3% 4 +0.0 pp +0.1 pp -0.2 pp +1.3 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 178.3 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Troy Asset Management Ltd CIK 0001601407 0.937 29 177.1 5.3% 3 +0.4 pp +0.8 pp +5.3 pp +5.3 pp
CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 175.1 2.9% 4 -1.2 pp -4.3 pp -6.1 pp +2.9 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 161.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 156.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fiera Capital Corp CIK 0001505817 0.842 401 155.3 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 154.6 0.8% 4 -0.2 pp -0.3 pp -0.6 pp +0.8 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 143.7 0.6% 4 -0.0 pp -0.0 pp -0.2 pp +0.6 pp
Rudius Management LP CIK 0001835407 0.758 7 135.0 37.8% 4 +1.1 pp +3.8 pp +0.8 pp +37.8 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 128.4 1.3% 4 -0.4 pp -0.1 pp -0.5 pp +1.3 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 120.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 117.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 116.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 112.7 1.7% 4 +0.0 pp +0.1 pp +0.1 pp +1.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 106.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 103.5 1.3% 4 +0.4 pp +0.5 pp +0.3 pp +1.3 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 101.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 98.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 0.000 231 97.9 2.1% 4 +1.5 pp +1.8 pp +1.3 pp +2.1 pp
Ilex Capital Partners (UK) LLP CIK 0001985486 0.000 147 92.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 88.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 88.0 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 87.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 83.0 0.8% 4 -0.4 pp -0.6 pp -0.8 pp +0.8 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 82.8 3.1% 4 +0.2 pp +0.2 pp -0.6 pp +3.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 82.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 70.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 69.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 61.3 0.8% 4 +0.0 pp +0.0 pp -0.2 pp +0.8 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 60.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestal Point Capital, LP CIK 0001974915 0.263 68 60.3 1.7% 4 -1.5 pp -2.0 pp -0.8 pp +1.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 56.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ninety One North America, Inc. CIK 0001633343 0.550 106 55.1 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
Sofinnova Investments, Inc. CIK 0001631134 0.340 53 55.0 2.8% 2 +1.6 pp +2.8 pp +2.8 pp +2.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 54.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 52.5 1.5% 4 -0.1 pp +1.2 pp +1.1 pp +1.5 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 52.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 51.9 1.0% 4 +0.1 pp +0.2 pp +0.1 pp +1.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 51.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 51.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 51.5 0.3% 4 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 50.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LGT Group Foundation CIK 0001911278 0.801 284 47.6 0.6% 4 -0.2 pp +0.0 pp -0.1 pp +0.6 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 45.4 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 44.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 42.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 38.0 0.0% 4 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 35.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 35.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 35.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 35.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 32.9 1.0% 4 +0.4 pp -5.7 pp -0.7 pp +1.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 32.9 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 31.2 1.4% 4 -0.1 pp +0.0 pp -0.3 pp +1.4 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 30.8 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 30.6 3.0% 4 +0.1 pp +0.6 pp +0.5 pp +3.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 30.5 1.1% 4 -0.1 pp +0.6 pp +0.6 pp +1.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 30.4 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 29.8 0.2% 4 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 27.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 27.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 25.6 0.0% 5 +0.0 pp -0.0 pp -0.4 pp -0.4 pp
FIL Ltd CIK 0000318989 0.878 1140 24.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 23.5 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 23.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 22.3 1.1% 4 -0.0 pp -0.0 pp -0.4 pp +1.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 22.3 0.3% 4 -0.0 pp -0.0 pp -0.5 pp +0.3 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 21.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 21.5 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 21.3 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Korea Investment CORP CIK 0001441689 0.896 677 20.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 20.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 19.8 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dundas Partners LLP CIK 0001742418 0.708 31 18.5 1.5% 4 +0.1 pp -0.6 pp -0.9 pp +1.5 pp
MCDANIEL TERRY & CO CIK 0001104366 0.709 81 18.4 1.6% 4 -0.0 pp +0.1 pp -0.2 pp +1.6 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 17.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 17.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 17.5 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Woodline Partners LP CIK 0001784547 0.424 1011 17.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Canoe Financial LP CIK 0001908219 0.716 110 17.2 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 17.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 17.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 16.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 16.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 16.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SIRIOS CAPITAL MANAGEMENT L P CIK 0001104883 0.359 86 16.5 2.0% 4 +0.0 pp -1.8 pp -2.7 pp +2.0 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 15.8 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 15.3 0.3% 5 +0.0 pp +0.3 pp +0.0 pp +0.1 pp
NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 15.3 1.0% 4 +0.1 pp +0.2 pp -0.1 pp +1.0 pp
SYCOMORE ASSET MANAGEMENT CIK 0001728681 0.263 72 14.4 2.0% 4 -0.4 pp -0.3 pp -0.1 pp +2.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 14.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 13.6 1.7% 4 -0.1 pp +0.0 pp -0.4 pp +1.7 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 13.3 2.5% 4 +0.1 pp +0.2 pp -0.5 pp +2.5 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 12.9 1.7% 4 +0.4 pp +0.2 pp -0.0 pp +1.7 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 12.6 0.9% 4 +0.1 pp +0.1 pp -0.1 pp +0.9 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 12.1 0.1% 4 -0.0 pp -0.1 pp -0.3 pp +0.1 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 11.7 1.0% 1 +1.0 pp +0.7 pp +1.0 pp +1.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 11.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 11.4 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANSDOWNE PARTNERS (UK) LLP CIK 0001608485 0.834 26 10.1 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 9.3 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 9.2 1.9% 4 -0.1 pp -0.0 pp -0.4 pp +1.9 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 9.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 9.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 8.9 0.8% 4 +0.1 pp +0.5 pp +0.4 pp +0.8 pp
Creative Planning CIK 0001540235 0.979 4196 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAM Holding AG CIK 0001438848 0.338 273 8.6 0.8% 4 -0.2 pp -0.2 pp -0.5 pp +0.8 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Walter Public Investments Inc. CIK 0001925251 0.123 53 7.9 1.9% 4 +0.0 pp +0.2 pp -0.8 pp +1.9 pp
OSSIAM CIK 0001767471 0.182 680 7.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 7.7 1.0% 4 -0.1 pp +0.1 pp -0.1 pp +1.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 7.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 7.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.7 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 7.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 7.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
HighVista Strategies LLC CIK 0001335325 0.080 147 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just ALC). Qtrs Held counts distinct quarters this fund has actually held ALC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ALC position size. Δ columns are the percentage-point change in ALC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status