We are live on ! Find out more
AGN

Allergan plc
AGN

Delisted

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

957 hedge funds and large institutions have $55.5B invested in Allergan plc in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 399 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 85

15% more capital invested

Capital invested by funds: $48.3B → $55.5B (+$7.24B)

13% more funds holding in top 10

Funds holding in top 10: 99112 (+13)

4% more funds holding

Funds holding: 921957 (+36)

31% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 399

64% less call options, than puts

Call options by funds: $730M | Put options by funds: $2.04B

Holders
957
Holders Change
+36
Holders Change %
+3.91%
% of All Funds
18.85%
Holding in Top 10
112
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.13%
% of All Funds
2.21%
New
134
Increased
276
Reduced
399
Closed
85
Calls
$730M
Puts
$2.04B
Net Calls
-$1.31B
Net Calls Change
-$313M
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
601
Laurel Wealth Advisors (North Carolina)
North Carolina
$603K +$34.6K +192 +6%
AUB
602
Atlantic Union Bankshares
Virginia
$602K -$26.5K -147 -4%
RWM
603
RBA Wealth Management
California
$598K +$105K +581 +23%
CCM
604
Cribstone Capital Management
Maine
$597K -$148K -821 -21%
VFA
605
Valeo Financial Advisors
Indiana
$596K -$25.1K -139 -4%
PFSC
606
Peoples Financial Services Corp
Pennsylvania
$596K +$406K +2,250 +260%
CBB
607
Citizens Business Bank
California
$593K -$397K -2,200 -42%
CC
608
ClearArc Capital
Ohio
$585K -$259K -1,434 -32%
DFA
609
Delta Financial Advisors
Louisiana
$583K -$7.22K -40 -1%
WCM
610
Windward Capital Management
California
$581K -$31.2K -173 -5%
MBT
611
Montecito Bank & Trust
California
$581K +$70.7K +392 +15%
MTIM
612
Marathon Trading Investment Management
Pennsylvania
$574K -$992K -5,500 -65%
VIM
613
Vista Investment Management
Pennsylvania
$564K -$49.8K -276 -9%
Lido Advisors
614
Lido Advisors
California
$563K -$902 -5 -0.2%
MCM
615
Mengis Capital Management
Oregon
$563K
GT
616
Glenview Trust
Kentucky
$561K -$17.9K -99 -3%
EI
617
Ethic Inc
New York
$560K +$529K +2,931 New
MWM
618
Maltin Wealth Management
New Jersey
$558K +$527K +2,921 New
BF
619
BOK Financial
Oklahoma
$556K -$1.25M -6,939 -70%
HVIA
620
Hudson Valley Investment Advisors
New York
$556K
JWCA
621
J.W. Cole Advisors
Florida
$555K +$524K +2,902 New
PM
622
Penbrook Management
New York
$552K
MFG
623
MidWestOne Financial Group
Iowa
$545K -$112K -621 -18%
LWM
624
Liberty Wealth Management
California
$544K +$466K +2,585 +987%
P
625
Pitcairn
Pennsylvania
$541K -$675K -3,741 -57%

AGN Hedge Fund Activity: Q4 2019 in Review

957 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Allergan plc (AGN) for Q4 2019, worth a combined $55.5B — up 15% from $48.3B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AGN positions and 85 closed out — a net gain of 49 holders — while 276 added to existing stakes and 399 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $386M. The largest seller was JP Morgan Chase, cutting an estimated $514M.

  • 957 institutional investors held Allergan plc (AGN) as of Q4 2019, up from 921 in Q3 2019.
  • Funds reported $55.5B of Allergan plc stock for Q4 2019, up 15% quarter-over-quarter.
  • 134 funds opened new Allergan plc positions in Q4 2019 and 85 closed out, a net change of +49 holders.
  • The largest Allergan plc buyer in Q4 2019 was Goldman Sachs, an estimated $386M added.
  • The largest Allergan plc seller in Q4 2019 was JP Morgan Chase, an estimated $514M sold.

Based on aggregated 13F filings for Q4 2019.