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AGN

Allergan plc
AGN

Delisted

AGN was delisted on the 8th of May, 2020.

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552 hedge funds and large institutions have $24.9B invested in Allergan plc in 2013 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 215 increasing their positions, 150 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $593M | Put options by funds: $283M

97% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 79

77% more funds holding in top 10

Funds holding in top 10: 30 → 53 (+23)

55% more capital invested

Capital invested by funds: $16.1B → $24.9B (+$8.79B)

43% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 150

15% more funds holding

Funds holding: 479 → 552 (+73)

Holders
552
Holders Change
+73
Holders Change %
+15.24%
% of All Funds
16.01%
Holding in Top 10
53
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+76.67%
% of All Funds
1.54%
New
156
Increased
215
Reduced
150
Closed
79
Calls
$593M
Puts
$283M
Net Calls
+$310M
Net Calls Change
+$140M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$738M
2
O
OppenheimerFunds
New York
+$390M
3
Jennison Associates
Jennison Associates
New York
+$315M
4
SC
Sculptor Capital
New York
+$244M
5
Morgan Stanley
Morgan Stanley
New York
+$243M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$129M
2
Legal & General Group
Legal & General Group
United Kingdom
-$80.6M
3
Ameriprise
Ameriprise
Minnesota
-$68.9M
4
HM
HealthCor Management
New York
-$54.4M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$49.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCMG
351
NCM Capital Management Group
North Carolina
$1.88M -$733K -4,690 -29%
NCIM
352
New Century Investment Management
Michigan
$1.88M +$1.75M +11,200 New
PCM
353
Princeton Capital Management
New Jersey
$1.87M -$154K -985 -8%
TMAM
354
Tokio Marine Asset Management
Japan
$1.85M -$1.72M -11,012 Closed
PAA
355
Peregrine Asset Advisers
Oregon
$1.77M +$817K +5,228 +99%
LTFS
356
Ladenburg Thalmann Financial Services
Florida
$1.72M +$145K +925 +10%
MC
357
Maplelane Capital
New York
$1.68M – – –
RPAM
358
Rhenman & Partners Asset Management
Sweden
$1.68M +$1.56M +10,000 New
DCM
359
Dupont Capital Management
Delaware
$1.67M -$781K -4,996 -34%
SIM
360
Sentry Investment Management
Wisconsin
$1.65M -$438K -2,800 -22%
DSC
361
Duncker Streett & Co
Missouri
$1.65M +$1.53M +9,790 New
B
362
Barings
North Carolina
$1.64M +$1.52M +9,737 New
CCM
363
Condor Capital Management
New Jersey
$1.6M -$98.2K -628 -6%
QBFM
364
QS Batterymarch Financial Management
New York
$1.59M -$31.3K -200 -2%
EGA
365
E&G Advisors
Texas
$1.58M +$1.47M +9,390 New
CC
366
Curian Capital
Colorado
$1.53M -$305K -1,948 -18%
ACM
367
Advisors Capital Management
New Jersey
$1.5M -$180K -1,151 -11%
DC
368
Deere & Company
Illinois
$1.5M +$1.39M +8,914 New
D.E. Shaw & Co
369
D.E. Shaw & Co
New York
$1.46M -$14.5M -92,456 -91%
NCA
370
NCM Capital Advisers
North Carolina
$1.44M -$993K -6,350 -43%
SIA
371
SeaBridge Investment Advisors
New Jersey
$1.44M +$1.34M +8,545 New
KC
372
Kingfisher Capital
North Carolina
$1.42M -$962K -6,152 -42%
FAM
373
Fenimore Asset Management
New York
$1.41M – – –
CB
374
Commerce Bank
Missouri
$1.39M +$785K +5,019 +153%
Creative Planning
375
Creative Planning
Kansas
$1.33M +$1.24M +7,924 New
13 14
15
16 17

AGN Hedge Fund Activity: Q4 2013 in Review

552 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Allergan plc (AGN) for Q4 2013, worth a combined $24.9B — up 55% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new AGN positions and 79 closed out — a net gain of 77 holders — while 215 added to existing stakes and 150 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $738M. The largest seller was Lord, Abbett & Co, cutting an estimated $129M.

  • 552 institutional investors held Allergan plc (AGN) as of Q4 2013, up from 479 in Q3 2013.
  • Funds reported $24.9B of Allergan plc stock for Q4 2013, up 55% quarter-over-quarter.
  • 156 funds opened new Allergan plc positions in Q4 2013 and 79 closed out, a net change of +77 holders.
  • The largest Allergan plc buyer in Q4 2013 was Fidelity Investments, an estimated $738M added.
  • The largest Allergan plc seller in Q4 2013 was Lord, Abbett & Co, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2013.