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AGN

Allergan Inc
AGN

Delisted

AGN was delisted on the 16th of March, 2015.

709 hedge funds and large institutions have $29.2B invested in Allergan Inc in 2013 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 239 increasing their positions, 245 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more funds holding in top 10

Funds holding in top 10: 1129 (+18)

162% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 45

14% more capital invested

Capital invested by funds: $25.6B → $29.2B (+$3.65B)

13% more call options, than puts

Call options by funds: $387M | Put options by funds: $344M

10% more funds holding

Funds holding: 642709 (+67)

2% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 245

Holders
709
Holders Change
+67
Holders Change %
+10.44%
% of All Funds
20.57%
Holding in Top 10
29
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+163.64%
% of All Funds
0.84%
New
118
Increased
239
Reduced
245
Closed
45
Calls
$387M
Puts
$344M
Net Calls
+$43.6M
Net Calls Change
+$76.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
501
ALPS Advisors
Colorado
$636K +$254K +2,660 +92%
EHC
502
Everett Harris & Co
California
$636K +$547K +5,730 New
SIM
503
SSI Investment Management
California
$634K -$339K -3,550 -38%
SYBT
504
Stock Yards Bank & Trust
Kentucky
$633K +$23.9K +250 +5%
BMO
505
Beck Mack & Oliver
New York
$633K +$143K +1,498 +36%
CCMG
506
Clark Capital Management Group
Pennsylvania
$629K
RNS
507
Robert N. Shapiro
$617K -$17.7K -185 -3%
CC
508
ClearArc Capital
Ohio
$615K -$6.11K -64 -1%
Cambridge Investment Research Advisors
509
Cambridge Investment Research Advisors
Iowa
$612K +$31K +325 +6%
CI
510
Constellation Investments
Ohio
$611K +$38.2K +400 +8%
WP
511
WMS Partners
Maryland
$611K +$115K +1,200 +28%
HCA
512
Harbour Capital Advisors
Virginia
$600K +$79.3K +830 +18%
FWIA
513
Fort Washington Investment Advisors
Ohio
$598K +$14.3K +150 +3%
Toronto Dominion Bank
514
Toronto Dominion Bank
Ontario, Canada
$594K +$453K +4,743 +791%
LNWWM
515
Laird Norton Wetherby Wealth Management
California
$590K +$60.4K +632 +13%
WTIM
516
Wilmington Trust Investment Management
Delaware
$578K -$57.3K -600 -10%
QBFM
517
QS Batterymarch Financial Management
New York
$576K -$24.7K -259 -5%
KAM
518
Knightsbridge Asset Management
California
$555K
SM
519
Stratton Management
Pennsylvania
$555K
HCM
520
Hollencrest Capital Management
California
$554K +$477K +4,989 New
NPIT
521
National Penn Investors Trust
Pennsylvania
$548K
GAM
522
Griffin Asset Management
New York
$543K +$4.39K +46 +0.9%
ACM
523
Apex Capital Management
Ohio
$524K
SCM
524
Shelton Capital Management
Colorado
$523K +$239K +2,500 +113%
ECM
525
Everence Capital Management
Indiana
$522K -$146K -1,530 -25%

AGN Hedge Fund Activity: Q4 2013 in Review

709 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Allergan Inc (AGN) for Q4 2013, worth a combined $29.2B — up 14% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new AGN positions and 45 closed out — a net gain of 73 holders — while 239 added to existing stakes and 245 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $260M. The largest seller was Sands Capital Management, exiting entirely with an estimated $671M sold.

  • 709 institutional investors held Allergan Inc (AGN) as of Q4 2013, up from 642 in Q3 2013.
  • Funds reported $29.2B of Allergan Inc stock for Q4 2013, up 14% quarter-over-quarter.
  • 118 funds opened new Allergan Inc positions in Q4 2013 and 45 closed out, a net change of +73 holders.
  • The largest Allergan Inc buyer in Q4 2013 was T. Rowe Price Associates, an estimated $260M added.
  • The largest Allergan Inc seller in Q4 2013 was Sands Capital Management, an estimated $671M sold.

Based on aggregated 13F filings for Q4 2013.