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AGN

Allergan plc
AGN

Delisted

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

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: 3053 (+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: 479552 (+73)

Holders
552
Holders Change
+73
Holders Change %
+15.24%
% of All Funds
16.02%
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
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
26
Visium Asset Management
New York
$246M +$115M +738,668 +102%
HCM
27
Hoplite Capital Management
New York
$245M +$91.2M +583,683 +67%
FAM
28
Fred Alger Management
New York
$235M -$43.9M -280,719 -17%
CCI
29
Columbus Circle Investors
$222M +$4.6M +29,419 +2%
BRC
30
Blue Ridge Capital
New York
$220M +$205M +1,310,000 New
SIG
31
Senator Investment Group
New York
$210M -$27.4M -175,000 -12%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$209M +$6.16M +39,405 +3%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$207M +$73.5M +470,470 +62%
APG Asset Management
34
APG Asset Management
Netherlands
$203M +$11M +70,528 +6%
FCM
35
Frontier Capital Management
Massachusetts
$201M +$13.1M +83,631 +8%
PHS
36
PFM Health Sciences
California
$199M +$175M +1,119,376 +1,679%
BG
37
BlackRock Group
United Kingdom
$198M +$35.6M +227,794 +24%
Invesco
38
Invesco
Georgia
$198M +$83.2M +532,463 +83%
Norges Bank
39
Norges Bank
Norway
$192M +$24.9M +159,102 +16%
SCM
40
Steadfast Capital Management
New York
$190M +$177M +1,129,224 New
Goldman Sachs
41
Goldman Sachs
New York
$180M -$44.2M -283,011 -21%
RIM
42
RS Investment Management
California
$178M +$137M +877,648 +485%
WBC
43
Westpac Banking Corp
Australia
$165M +$153M +977,843 +37,537%
American Century Companies
44
American Century Companies
Missouri
$153M -$3.69M -23,620 -3%
Millennium Management
45
Millennium Management
New York
$147M +$107M +683,577 +361%
AAMU
46
Amundi Asset Management US
Massachusetts
$135M -$5.2M -33,255 -4%
Ameriprise
47
Ameriprise
Minnesota
$132M -$68.9M -440,624 -36%
SO
48
STRS Ohio
Ohio
$130M +$121M +772,977 New
RIM
49
Rainier Investment Management
Washington
$125M -$20.6M -131,740 -15%
O
50
OrbiMed
New York
$120M +$37.2M +237,900 +50%

AGN Hedge Fund Activity: Q4 2013 in Review

552 of the 3,446 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.