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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
CAM
926
Columbia Asset Management
Michigan
$5.05K -$157K -870 -25%
LF
927
Lee Financial
Texas
$5K
TAIM
928
TD Ameritrade Investment Management
Nebraska
$5K
WCM
929
Wealthcare Capital Management
Virginia
$5K +$4.33K +24 New
KFS
930
Kelly Financial Services
Massachusetts
$4.97K -$11K -61 -70%
APW
931
Acima Private Wealth
Virginia
$4K
FWM
932
Focused Wealth Management
New York
$4K
TWA
933
TCI Wealth Advisors
Arizona
$4K +$1.44K +8 +57%
PW
934
Price Wealth
Texas
$4K +$3.97K +22 New
GDP
935
Great Diamond Partners
Maine
$4K +$4.15K +23 New
FFW
936
Fusion Family Wealth
New York
$3K -$29K -161 -91%
DAM
937
Delta Asset Management
Tennessee
$3K -$27.1K -150 -91%
CAC
938
Certified Advisory Corp
Florida
$3K
DOA
939
D'Orazio & Associates
Virginia
$3K
FPFS
940
First Personal Financial Services
North Carolina
$3K
1NWS
941
1 North Wealth Services
Maryland
$2K
BWA
942
Burt Wealth Advisors
Maryland
$2K
QAM
943
QCI Asset Management
New York
$2K
TIM
944
Tortoise Investment Management
New York
$2K
EWM
945
EPG Wealth Management
Georgia
$2K +$1.44K +8 New
Kayne Anderson Rudnick Investment Management
946
Kayne Anderson Rudnick Investment Management
California
$2K +$1.98K +11 New
RFM
947
Royal Fund Management
Florida
$1K -$44K -244 -97%
WWM
948
Willingdon Wealth Management
North Carolina
$1K
LWA
949
Lenox Wealth Advisors
New York
$1K +$541 +3 +300%
VCP
950
Verus Capital Partners
Arizona
$1K +$541 +3 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.