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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
WCM
426
Windward Capital Management
California
$611K +$1.88K +12 +0.3%
ST
427
Smithfield Trust
Pennsylvania
$609K -$124K -791 -18%
GA
428
Geneva Advisors
Illinois
$583K -$35.2K -225 -6%
MFS
429
MSI Financial Services
Massachusetts
$579K +$290K +1,854 +117%
V
430
Veritable
Delaware
$572K +$17.8K +114 +3%
CA
431
Cetera Advisors
Colorado
$565K +$2.35K +15 +0.4%
BIM
432
BRC Investment Management
Colorado
$552K +$514K +3,288 New
WSA
433
Wall Street Associates
California
$550K -$4.69K -30 -0.9%
CC
434
ClearArc Capital
Ohio
$545K -$4.53K -29 -0.9%
PTC
435
Private Trust Company
Ohio
$545K -$4.38K -28 -0.9%
OA
436
OFI Advisors
Pennsylvania
$542K +$6.88K +44 +1%
ECM
437
Everence Capital Management
Indiana
$541K +$504K +3,223 New
CI
438
Constellation Investments
Ohio
$538K +$46.9K +300 +10%
EVC
439
Eidelman Virant Capital
Missouri
$538K +$500K +3,200 New
SCM
440
Stevens Capital Management
Pennsylvania
$532K +$495K +3,169 New
VCAM
441
Valentine Capital Asset Management
California
$522K +$486K +3,110 New
Truist Financial
442
Truist Financial
North Carolina
$508K +$162K +1,038 +52%
1GA
443
1st Global Advisors
Texas
$507K -$45.2K -289 -9%
HM
444
Harvest Management
New York
$504K +$469K +2,999 New
EWM
445
Evercore Wealth Management
New York
$503K – – –
FMBTD
446
First Midwest Bank Trust Division
Illinois
$489K -$78.2K -500 -15%
BC
447
Banced Corp
Illinois
$489K -$37.7K -241 -8%
Toronto Dominion Bank
448
Toronto Dominion Bank
Ontario, Canada
$467K +$434K +2,778 New
BTNA
449
Bremer Trust National Association
Minnesota
$460K +$429K +2,742 New
CIA
450
Choate Investment Advisors
Massachusetts
$453K -$131K -837 -24%
16 17
18
19 20

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.