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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
MGIM
726
M&G Investment Management
United Kingdom
$278K +$263K +1,458 New
KMWM
727
Keudell/Morrison Wealth Management
Oregon
$275K -$12.4K -69 -5%
AIA
728
Avalon Investment & Advisory
Texas
$274K +$31K +172 +14%
EH
729
Employers Holdings
Nevada
$271K
IA
730
IFG Advisory
Georgia
$269K
C
731
Certuity
Florida
$268K +$253K +1,403 New
AB
732
Atlas Brown
Kentucky
$267K +$4.33K +24 +2%
AWM
733
Altavista Wealth Management
North Carolina
$266K -$64K -355 -20%
BCWM
734
Blue Chip Wealth Management
Florida
$266K -$20.2K -112 -7%
DWA
735
Douglass Winthrop Advisors
New York
$264K -$81.2K -450 -25%
LNC
736
Lincoln National Corp
Pennsylvania
$264K +$249K +1,380 New
SWP
737
Stratos Wealth Partners
Ohio
$263K -$151K -839 -38%
SIC
738
Sigma Investment Counselors
Michigan
$263K -$31.4K -174 -11%
MCCP
739
Mission Creek Capital Partners
California
$263K +$248K +1,374 New
MFG
740
Magnus Financial Group
New York
$261K +$2.53K +14 +1%
DWT
741
Dorsey & Whitney Trust
South Dakota
$257K -$76.5K -424 -24%
CG
742
Caprock Group
Idaho
$257K +$26.7K +148 +12%
MA
743
Montag & Associates
Georgia
$257K +$243K +1,345 New
WANY
744
Wealthspire Advisors (New York)
New York
$255K +$241K +1,334 New
CFA
745
Carroll Financial Associates
North Carolina
$253K -$18.6K -103 -7%
RA
746
Rational Advisors
New York
$250K +$103K +570 +77%
WWM
747
Western Wealth Management
Colorado
$248K -$23.8K -132 -9%
CPA
748
Court Place Advisors
Maryland
$247K
IWM
749
IHT Wealth Management
Illinois
$246K -$15K -83 -6%
BG
750
Berry Group
Massachusetts
$244K +$230K +1,277 New

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.