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AGN

Allergan plc
AGN

Delisted

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

1,056 hedge funds and large institutions have $96.1B invested in Allergan plc in 2015 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 402 increasing their positions, 407 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 93

15% more call options, than puts

Call options by funds: $1.73B | Put options by funds: $1.51B

2% more funds holding

Funds holding: 1,0351,056 (+21)

1% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 407

7% less capital invested

Capital invested by funds: $103B → $96.1B (-$7.12B)

11% less funds holding in top 10

Funds holding in top 10: 176157 (-19)

Holders
1,056
Holders Change
+21
Holders Change %
+2.03%
% of All Funds
29.48%
Holding in Top 10
157
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-10.8%
% of All Funds
4.38%
New
121
Increased
402
Reduced
407
Closed
93
Calls
$1.73B
Puts
$1.51B
Net Calls
+$223M
Net Calls Change
+$273M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.16B +$150M +487,517 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$6.12B +$260M +846,972 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.86B +$180M +587,613 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.38B -$1.45B -4,704,721 -23%
State Street
5
State Street
Massachusetts
$4.14B -$21.1M -68,680 -0.4%
BIT
6
BlackRock Institutional Trust
California
$2.73B +$17.3M +56,160 +0.6%
ClearBridge Investments
7
ClearBridge Investments
New York
$2.14B -$25.2M -81,976 -1%
Viking Global Investors
8
Viking Global Investors
Connecticut
$1.96B +$122M +398,350 +6%
PC
9
Paulson & Co
New York
$1.95B +$2.4M +7,800 +0.1%
JHIU
10
Janus Henderson Investors US
Colorado
$1.58B -$85.9M -279,631 -5%
Jennison Associates
11
Jennison Associates
New York
$1.58B -$297M -965,773 -14%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.51B +$751M +2,443,269 +79%
BFA
13
BlackRock Fund Advisors
California
$1.33B +$1.91M +6,214 +0.1%
Northern Trust
14
Northern Trust
Illinois
$1.29B -$17M -55,479 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.29B -$47.8M -155,495 -3%
Franklin Resources
16
Franklin Resources
California
$1.22B -$134M -436,189 -9%
WRF
17
Waddell & Reed Financial
Kansas
$1.18B -$8.97M -29,214 -0.7%
SC
18
Sculptor Capital
New York
$1.1B +$111M +360,704 +10%
BG
19
BlackRock Group
United Kingdom
$1.02B +$51.2M +166,686 +5%
TCIM
20
TIAA CREF Investment Management
New York
$1B -$34M -110,541 -3%
TP
21
Third Point
New York
$997M +$113M +369,000 +11%
Bank of America
22
Bank of America
North Carolina
$956M +$541M +1,761,747 +100%
Norges Bank
23
Norges Bank
Norway
$890M +$1.01B +3,274,552 New
JSP
24
Jackson Square Partners
California
$888M +$151M +490,984 +18%
Invesco
25
Invesco
Georgia
$869M -$128M -418,036 -12%

AGN Hedge Fund Activity: Q3 2015 in Review

1,056 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Allergan plc (AGN) for Q3 2015, worth a combined $96.1B — down 6.9% from $103B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new AGN positions and 93 closed out — a net gain of 28 holders — while 402 added to existing stakes and 407 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $1.45B.

  • 1,056 institutional investors held Allergan plc (AGN) as of Q3 2015, up from 1,035 in Q2 2015.
  • Funds reported $96.1B of Allergan plc stock for Q3 2015, down 6.9% quarter-over-quarter.
  • 121 funds opened new Allergan plc positions in Q3 2015 and 93 closed out, a net change of +28 holders.
  • The largest Allergan plc buyer in Q3 2015 was Norges Bank, an estimated $1.01B added.
  • The largest Allergan plc seller in Q3 2015 was Fidelity Investments, an estimated $1.45B sold.

Based on aggregated 13F filings for Q3 2015.