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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
MSFP
901
Mark Sheptoff Financial Planning
Connecticut
$13K
HIA
902
Harbor Investment Advisory
Maryland
$13K +$12.3K +68 New
WCG
903
Weaver Consulting Group
California
$12K
PCA
904
Providence Capital Advisors
North Carolina
$12K +$11.2K +62 New
PCG
905
Private Capital Group
Connecticut
$11K -$15.5K -86 -60%
TWP
906
TFO Wealth Partners
Ohio
$11K +$10.6K +59 New
SCA
907
Stonebridge Capital Advisors
Minnesota
$10K -$5.41K -30 -38%
CB
908
Community Bank
New York
$10K -$3.61K -20 -27%
FMP
909
Financial Management Professionals
Texas
$10K
EI
910
Ellevest Inc
New York
$10K +$8.3K +46 +575%
BBA
911
Braun-Bostich & Associates
Pennsylvania
$10K +$9.02K +50 New
AAP
912
Arax Advisory Partners
Colorado
$9K
WAS
913
Winch Advisory Services
Wisconsin
$9K
VCM
914
Versant Capital Management
Arizona
$9K +$5.41K +30 +158%
FP
915
Financial Perspectives
Minnesota
$8.6K +$8.12K +45 New
IF
916
Ironwood Financial
Arizona
$8K
BWM
917
BerganKDV Wealth Management
Minnesota
$8K +$1.98K +11 +33%
TCWM
918
Total Clarity Wealth Management
Illinois
$8K +$7.58K +42 New
CCA
919
Column Capital Advisors
Indiana
$8K +$7.76K +43 New
FCB
920
First Command Bank
Texas
$7K
FCFS
921
First Command Financial Services
Texas
$7K
OC
922
Oakworth Capital
Alabama
$7K
LWM
923
Lionsbridge Wealth Management
Florida
$7K +$7.4K +41 New
ADL
924
Asset Dedication LLC
California
$6K -$15.7K -87 -73%
TF
925
TimeScale Financial
Massachusetts
$6K

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.