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
ACM
826
Allred Capital Management
Texas
$92.1K +$87K +482 New
FCA
827
FinTrust Capital Advisors
South Carolina
$89K -$1.8K -10 -2%
EIP
828
Ellis Investment Partners
Pennsylvania
$86K +$361 +2 +0.4%
PI
829
PineBridge Investments
New York
$84K -$3.79K -21 -5%
SNT
830
Security National Trust
West Virginia
$84K +$25.6K +142 +47%
SWM
831
Sugarloaf Wealth Management
Georgia
$84K +$79.4K +440 New
CFGS
832
Concourse Financial Group Securities
Alabama
$83K +$17.7K +98 +29%
LC
833
Lindbrook Capital
California
$79K +$1.26K +7 +2%
AJ
834
Ashburton (Jersey)
Jersey
$75K +$270K +1,496 New
O
835
Ossiam
France
$65K -$765K -4,239 -93%
RWA
836
Ropes Wealth Advisors
Massachusetts
$63K
MRCM
837
M&R Capital Management
New Jersey
$60K -$14.4K -80 -20%
BCA
838
Berman Capital Advisors
Georgia
$60K +$3.25K +18 +6%
BC
839
Barnett & Company
Tennessee
$58K -$31.6K -175 -36%
IAS
840
IMA Advisory Services
Colorado
$58K
RMC
841
Resources Management Corp
Connecticut
$55K
HIIFS
842
Harel Insurance Investments & Financial Services
Israel
$54K +$26.9K +149 +113%
FCMT
843
Founders Capital Management (Texas)
Texas
$53K
LWCFA
844
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K
AWA
845
Artemis Wealth Advisors
New York
$52.6K +$49.6K +275 New
AssetMark Inc
846
AssetMark Inc
California
$52K -$7.4K -41 -13%
WB
847
Webster Bank
Connecticut
$52K +$7.76K +43 +19%
BL
848
Balentine LLC
Georgia
$51K +$32.8K +182 +212%
SCM
849
Silvant Capital Management
Georgia
$50K
SAM
850
S.A. Mason
Michigan
$50K +$47.6K +264 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.