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AGN

Allergan plc
AGN

Delisted

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

1,044 hedge funds and large institutions have $44B invested in Allergan plc in 2018 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 367 increasing their positions, 425 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 83

2% more funds holding

Funds holding: 1,0221,044 (+22)

0% more funds holding in top 10

Funds holding in top 10: 4545 (0)

4% less capital invested

Capital invested by funds: $45.8B → $44B (-$1.79B)

14% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 425

36% less call options, than puts

Call options by funds: $890M | Put options by funds: $1.39B

Holders
1,044
Holders Change
+22
Holders Change %
+2.15%
% of All Funds
23.9%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.03%
New
110
Increased
367
Reduced
425
Closed
83
Calls
$890M
Puts
$1.39B
Net Calls
-$499M
Net Calls Change
+$89.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.95B +$40.6M +252,998 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.67B +$51.3M +319,806 +1%
BlackRock
3
BlackRock
New York
$3.58B +$149M +929,836 +5%
State Street
4
State Street
Massachusetts
$2.32B +$167M +1,041,980 +8%
ClearBridge Investments
5
ClearBridge Investments
New York
$1.57B -$35.6M -221,853 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$981M -$328M -2,045,965 -26%
Edgewood Management
7
Edgewood Management
Connecticut
$955M +$23.2M +144,282 +3%
Franklin Resources
8
Franklin Resources
California
$841M -$54.4M -339,029 -6%
BG
9
Baupost Group
Massachusetts
$825M +$32.1M +200,000 +4%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$797M +$107M +668,343 +16%
JP Morgan Chase
11
JP Morgan Chase
New York
$782M -$187M -1,165,345 -20%
Northern Trust
12
Northern Trust
Illinois
$694M +$11.2M +69,651 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$648M +$29.6M +184,314 +5%
Norges Bank
14
Norges Bank
Norway
$606M +$9.9M +61,660 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$591M +$16M +99,490 +3%
Invesco
16
Invesco
Georgia
$589M +$37.3M +232,080 +7%
AL
17
Appaloosa LP
New Jersey
$565M -$49.8M -310,000 -8%
TCIM
18
TIAA CREF Investment Management
New York
$564M +$20.9M +130,258 +4%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$561M -$142M -886,787 -21%
Bank of America
20
Bank of America
North Carolina
$538M -$69.1M -430,287 -12%
SAM
21
Southeastern Asset Management
Tennessee
$498M -$20.8M -129,719 -4%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$489M +$105M +652,127 +29%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$387M -$1.86M -11,565 -0.5%
SIG
24
Senator Investment Group
New York
$383M -$25.1M -156,500 -6%
Morgan Stanley
25
Morgan Stanley
New York
$363M -$3.06M -19,082 -0.9%

AGN Hedge Fund Activity: Q2 2018 in Review

1,044 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Allergan plc (AGN) for Q2 2018, worth a combined $44B — down 3.9% from $45.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AGN positions and 83 closed out — a net gain of 27 holders — while 367 added to existing stakes and 425 trimmed.

The largest buyer was King Street Capital Management, opening a new position worth an estimated $174M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $336M sold.

  • 1,044 institutional investors held Allergan plc (AGN) as of Q2 2018, up from 1,022 in Q1 2018.
  • Funds reported $44B of Allergan plc stock for Q2 2018, down 3.9% quarter-over-quarter.
  • 110 funds opened new Allergan plc positions in Q2 2018 and 83 closed out, a net change of +27 holders.
  • The largest Allergan plc buyer in Q2 2018 was King Street Capital Management, an estimated $174M added.
  • The largest Allergan plc seller in Q2 2018 was Jackson Square Partners, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2018.