We are live on ! Find out more
AGN

Allergan plc
AGN

Delisted

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

1,107 hedge funds and large institutions have $79B invested in Allergan plc in 2016 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 500 increasing their positions, 363 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 500 | Existing positions reduced: 363

5% more call options, than puts

Call options by funds: $4.83B | Put options by funds: $4.61B

2% less first-time investments, than exits

New positions opened: 169 | Existing positions closed: 172

1% less funds holding

Funds holding: 1,1191,107 (-12)

15% less capital invested

Capital invested by funds: $92.6B → $79B (-$13.6B)

26% less funds holding in top 10

Funds holding in top 10: 155115 (-40)

Holders
1,107
Holders Change
-12
Holders Change %
-1.07%
% of All Funds
29.54%
Holding in Top 10
115
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-25.81%
% of All Funds
3.07%
New
169
Increased
500
Reduced
363
Closed
172
Calls
$4.83B
Puts
$4.61B
Net Calls
+$225M
Net Calls Change
+$2.19B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.63B +$103M +445,456 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$5.52B +$717M +3,110,863 +15%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.83B -$1.03B -4,475,883 -21%
State Street
4
State Street
Massachusetts
$3.47B -$11.4M -49,626 -0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.68B -$438M -1,898,162 -14%
BIT
6
BlackRock Institutional Trust
California
$2.35B +$31.7M +137,556 +1%
ClearBridge Investments
7
ClearBridge Investments
New York
$1.7B -$198K -860 -0%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.49B -$11.3M -48,974 -0.8%
Jennison Associates
9
Jennison Associates
New York
$1.48B +$437M +1,895,779 +42%
BFA
10
BlackRock Fund Advisors
California
$1.19B +$16M +69,225 +1%
Franklin Resources
11
Franklin Resources
California
$1.16B +$41.1M +178,087 +4%
TP
12
Third Point
New York
$1.13B -$23.1M -100,000 -2%
Northern Trust
13
Northern Trust
Illinois
$1.11B +$79.2M +343,633 +8%
JHIU
14
Janus Henderson Investors US
Colorado
$1.08B -$330M -1,429,986 -23%
JSP
15
Jackson Square Partners
California
$1B +$47.4M +205,701 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$939M +$84.2K +365 +0%
TCIM
17
TIAA CREF Investment Management
New York
$920M -$57.1M -247,742 -6%
PC
18
Paulson & Co
New York
$912M -$339M -1,469,849 -27%
Bank of America
19
Bank of America
North Carolina
$873M +$141M +613,664 +19%
IC
20
Icahn Carl
Florida
$786M +$784M +3,400,000 New
BG
21
BlackRock Group
United Kingdom
$773M -$57.7M -250,081 -7%
Morgan Stanley
22
Morgan Stanley
New York
$752M +$48.1M +208,792 +7%
WRF
23
Waddell & Reed Financial
Kansas
$744M +$4.22M +18,285 +0.6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$736M -$10.8M -46,627 -1%
Norges Bank
25
Norges Bank
Norway
$687M -$14.1M -60,988 -2%

AGN Hedge Fund Activity: Q2 2016 in Review

1,107 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Allergan plc (AGN) for Q2 2016, worth a combined $79B — down 15% from $92.6B a quarter earlier.

Sellers outnumbered buyers: 172 funds closed out of AGN and 169 opened new positions — a net loss of 3 holders — while 363 trimmed existing stakes and 500 added.

The largest buyer was Icahn Carl, opening a new position worth an estimated $784M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.03B.

  • 1,107 institutional investors held Allergan plc (AGN) as of Q2 2016, down from 1,119 in Q1 2016.
  • Funds reported $79B of Allergan plc stock for Q2 2016, down 15% quarter-over-quarter.
  • 169 funds opened new Allergan plc positions in Q2 2016 and 172 closed out, a net change of -3 holders.
  • The largest Allergan plc buyer in Q2 2016 was Icahn Carl, an estimated $784M added.
  • The largest Allergan plc seller in Q2 2016 was T. Rowe Price Associates, an estimated $1.03B sold.

Based on aggregated 13F filings for Q2 2016.