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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
GCP
401
GSA Capital Partners
United Kingdom
$886K +$824K +5,273 New
ST
402
Spot Trading
Illinois
$883K -$339K -2,166 -29%
NSEDCP
403
NJ State Employees Deferred Compensation Plan
New Jersey
$840K – – –
DC
404
Davenport & Co
Virginia
$814K – – –
LWM
405
LBA Wealth Management
Florida
$804K +$748K +4,785 New
TIA
406
Trust Investment Advisors
Indiana
$798K +$743K +4,750 New
DFIM
407
Detwiler Fenton Investment Management
Massachusetts
$771K -$3.91K -25 -0.5%
AB
408
Amalgamated Bank
New York
$759K +$706K +4,517 New
FB
409
Fulton Bank
Pennsylvania
$738K +$686K +4,390 New
CAN
410
Cetera Advisor Networks
California
$730K +$145K +928 +27%
QSS
411
Quantitative Systematic Strategies
Florida
$730K +$689K +4,405 New
AWS
412
Aris Wealth Services
Pennsylvania
$726K -$7.19K -46 -1%
MERSOM
413
Municipal Employees' Retirement System of Michigan
Michigan
$722K – – –
CI
414
Conning Inc
Connecticut
$720K +$133K +852 +25%
PAM
415
PartnerRe Asset Management
Connecticut
$704K +$124K +796 +23%
MWR
416
McAdams Wright Ragen
Washington
$703K -$44.6K -285 -6%
FA
417
FDx Advisors
Illinois
$699K -$21.9K -140 -3%
Brown Advisory
418
Brown Advisory
Maryland
$697K +$649K +4,150 New
WFM
419
Wilmington Funds Management
Delaware
$691K +$30.6K +196 +5%
CFA
420
Camarda Financial Advisors
Florida
$653K +$607K +3,884 New
FQ
421
First Quadrant
California
$645K -$10.2M -64,964 -94%
WC
422
Whitnell & Co
Illinois
$618K – – –
AIP
423
Ameritas Investment Partners
Nebraska
$615K – – –
Envestnet Asset Management
424
Envestnet Asset Management
Illinois
$615K +$572K +3,660 New
WTIM
425
Wilmington Trust Investment Management
Delaware
$615K +$572K +3,660 New
15 16
17
18 19

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.