We are live on ! Find out more
AGN

Allergan plc
AGN

Delisted

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

628 hedge funds and large institutions have $33.3B invested in Allergan plc in 2014 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 221 increasing their positions, 236 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 36

86% more call options, than puts

Call options by funds: $918M | Put options by funds: $493M

38% more funds holding in top 10

Funds holding in top 10: 5373 (+20)

34% more capital invested

Capital invested by funds: $24.9B → $33.3B (+$8.39B)

14% more funds holding

Funds holding: 552628 (+76)

6% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 236

Holders
628
Holders Change
+76
Holders Change %
+13.77%
% of All Funds
18.13%
Holding in Top 10
73
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+37.74%
% of All Funds
2.11%
New
118
Increased
221
Reduced
236
Closed
36
Calls
$918M
Puts
$493M
Net Calls
+$426M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$323M +$77.5M +391,283 +33%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$315M -$64.1M -323,481 -17%
Westfield Capital Management
28
Westfield Capital Management
Massachusetts
$308M -$19.8M -100,115 -6%
PI
29
Putnam Investments
Massachusetts
$298M -$49.1M -247,784 -15%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$288M -$164M -826,410 -37%
Goldman Sachs
31
Goldman Sachs
New York
$274M +$51.4M +259,443 +24%
American Century Companies
32
American Century Companies
Missouri
$268M +$78M +393,990 +43%
AllianceBernstein
33
AllianceBernstein
Tennessee
$266M -$37.8M -191,070 -13%
JP Morgan Chase
34
JP Morgan Chase
New York
$264M -$75.6M -381,619 -23%
CCI
35
Columbus Circle Investors
$259M -$12.1M -61,155 -5%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$259M +$2.85M +14,379 +1%
SIG
37
Senator Investment Group
New York
$257M
APG Asset Management
38
APG Asset Management
Netherlands
$247M -$2.02M -10,207 -0.8%
Norges Bank
39
Norges Bank
Norway
$236M
Viking Global Investors
40
Viking Global Investors
Connecticut
$225M -$365M -1,840,379 -63%
Citadel Advisors
41
Citadel Advisors
Florida
$223M +$112M +565,300 +109%
PHS
42
PFM Health Sciences
California
$212M -$30.5M -153,893 -13%
Millennium Management
43
Millennium Management
New York
$199M +$18.3M +92,313 +11%
YCMGA
44
York Capital Management Global Advisors
New York
$198M +$93.1M +470,210 +96%
RIM
45
RS Investment Management
California
$193M -$23.5M -118,800 -11%
JP
46
Jana Partners
New York
$186M +$80.2M +404,990 +82%
HCM
47
Hoplite Capital Management
New York
$182M -$114M -573,272 -39%
WBC
48
Westpac Banking Corp
Australia
$180M -$21M -105,856 -11%
FAM
49
Fred Alger Management
New York
$178M -$105M -531,392 -38%
U
50
UBS
Switzerland
$157M +$23.7M +119,761 +19%

AGN Hedge Fund Activity: Q1 2014 in Review

628 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Allergan plc (AGN) for Q1 2014, worth a combined $33.3B — up 34% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new AGN positions and 36 closed out — a net gain of 82 holders — while 221 added to existing stakes and 236 trimmed.

The largest buyer was Third Point, opening a new position worth an estimated $495M. The largest seller was Viking Global Investors, cutting an estimated $365M.

  • 628 institutional investors held Allergan plc (AGN) as of Q1 2014, up from 552 in Q4 2013.
  • Funds reported $33.3B of Allergan plc stock for Q1 2014, up 34% quarter-over-quarter.
  • 118 funds opened new Allergan plc positions in Q1 2014 and 36 closed out, a net change of +82 holders.
  • The largest Allergan plc buyer in Q1 2014 was Third Point, an estimated $495M added.
  • The largest Allergan plc seller in Q1 2014 was Viking Global Investors, an estimated $365M sold.

Based on aggregated 13F filings for Q1 2014.