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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
16.01%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
501
Advisors Asset Management
Colorado
$168K -$3.96M -25,362 -96%
KTC
502
Kistler-Tiffany Companies
Pennsylvania
$168K
GLI
503
Guardian Life Insurance
New York
$164K -$89.9K -575 -37%
CPA
504
Cowen Prime Advisors
New York
$162K +$151K +964 New
1IC
505
1919 Investment Counsel
Maryland
$152K -$23.4K -150 -14%
WTC
506
WhitTier Trust Company
Nevada
$151K
DADC
507
D.A. Davidson & Co
Montana
$138K +$130K +831 +16,620%
SAMC
508
Shinko Asset Management Company
Japan
$132K +$29.4K +188 +31%
JFA
509
JNBA Financial Advisors
Minnesota
$128K
LWM
510
Lenox Wealth Management
Ohio
$122K +$113K +726 New
MA
511
MUFG Americas
New York
$101K -$3.13K -20 -3%
YCMGA
512
York Capital Management Global Advisors
New York
$82.5K +$76.7M +490,834 New
SSG
513
Summit Securities Group
New York
$81K +$75K +480 New
EP
514
Edinburgh Partners
United Kingdom
$78K +$15.6K +100 +27%
M&T Bank
515
M&T Bank
New York
$75K -$625 -4 -0.9%
NIM
516
NuWave Investment Management
New Jersey
$68K +$63.3K +405 New
BBHC
517
Brown Brothers Harriman & Co
New York
$67K
MAM
518
Mizuho Asset Management
Japan
$66K +$10.8K +69 +21%
OC
519
Oakworth Capital
Alabama
$59K +$55.3K +354 New
IMS
520
Index Management Solutions
Pennsylvania
$55K -$15K -96 -23%
MCM
521
McKinley Capital Management
Alaska
$46K -$156 -1 -0.4%
TCOV
522
Trust Company of Vermont
Vermont
$39K +$5K +32 +16%
WCM
523
Windsor Capital Management
Arizona
$34K
TRCT
524
Tower Research Capital (TRC)
New York
$34K +$5.63K +36 +22%
LFR
525
Lehman Financial Resources
Pennsylvania
$34K +$15.6K +100 +100%

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.