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AGN

Allergan plc
AGN

Delisted

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

1,035 hedge funds and large institutions have $103B invested in Allergan plc in 2015 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 393 increasing their positions, 410 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $105B → $103B (-$1.89B)

4% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 410

4% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $1.2B

3% less funds holding in top 10

Funds holding in top 10: 182176 (-6)

5% less funds holding

Funds holding: 1,0891,035 (-54)

25% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 169

Holders
1,035
Holders Change
-54
Holders Change %
-4.96%
% of All Funds
27.89%
Holding in Top 10
176
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.3%
% of All Funds
4.74%
New
126
Increased
393
Reduced
410
Closed
169
Calls
$1.15B
Puts
$1.2B
Net Calls
-$50.7M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.73B +$86.5M +290,094 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$6.57B +$564M +1,892,527 +10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$6.32B -$21M -70,494 -0.3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.25B -$202M -678,457 -4%
State Street
5
State Street
Massachusetts
$4.64B -$128M -427,943 -3%
BIT
6
BlackRock Institutional Trust
California
$3.03B -$8.32M -27,889 -0.3%
ClearBridge Investments
7
ClearBridge Investments
New York
$2.41B -$12.5M -41,966 -0.5%
PC
8
Paulson & Co
New York
$2.18B +$457M +1,533,412 +27%
Viking Global Investors
9
Viking Global Investors
Connecticut
$2.06B +$208M +698,498 +11%
Jennison Associates
10
Jennison Associates
New York
$2.06B -$59.5M -199,559 -3%
JHIU
11
Janus Henderson Investors US
Colorado
$1.85B +$188M +630,160 +12%
Franklin Resources
12
Franklin Resources
California
$1.5B +$11.5M +38,687 +0.8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.49B -$48.1M -161,150 -3%
BFA
14
BlackRock Fund Advisors
California
$1.48B +$39.9M +133,688 +3%
Northern Trust
15
Northern Trust
Illinois
$1.46B +$7.09M +23,759 +0.5%
WRF
16
Waddell & Reed Financial
Kansas
$1.33B -$113M -379,838 -8%
TCIM
17
TIAA CREF Investment Management
New York
$1.15B -$39.3M -131,673 -3%
SC
18
Sculptor Capital
New York
$1.12B +$4.13M +13,838 +0.4%
Invesco
19
Invesco
Georgia
$1.1B +$172M +577,918 +19%
BG
20
BlackRock Group
United Kingdom
$1.09B -$45.7M -153,343 -4%
TP
21
Third Point
New York
$1B -$82M -275,000 -8%
JP Morgan Chase
22
JP Morgan Chase
New York
$942M +$75.9M +254,466 +9%
Morgan Stanley
23
Morgan Stanley
New York
$909M -$11.3M -38,019 -1%
JSP
24
Jackson Square Partners
California
$842M -$8.85M -29,657 -1%
UBS AM
25
UBS AM
Illinois
$839M +$191M +639,106 +30%

AGN Hedge Fund Activity: Q2 2015 in Review

1,035 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Allergan plc (AGN) for Q2 2015, worth a combined $103B — down 1.8% from $105B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of AGN and 126 opened new positions — a net loss of 43 holders — while 410 trimmed existing stakes and 393 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $564M. The largest seller was Geode Capital Management, exiting entirely with an estimated $901M sold.

  • 1,035 institutional investors held Allergan plc (AGN) as of Q2 2015, down from 1,089 in Q1 2015.
  • Funds reported $103B of Allergan plc stock for Q2 2015, down 1.8% quarter-over-quarter.
  • 126 funds opened new Allergan plc positions in Q2 2015 and 169 closed out, a net change of -43 holders.
  • The largest Allergan plc buyer in Q2 2015 was T. Rowe Price Associates, an estimated $564M added.
  • The largest Allergan plc seller in Q2 2015 was Geode Capital Management, an estimated $901M sold.

Based on aggregated 13F filings for Q2 2015.