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AGN

Allergan Inc
AGN

Delisted

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

13 hedge funds and large institutions have $13.9M invested in Allergan Inc in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

38% less capital invested

Capital invested by funds: $22.3M → $13.9M (-$8.43M)

43% less funds holding

Funds holding: 2313 (-10)

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
13
Holders Change
-10
Holders Change %
-43.48%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
3
Reduced
3
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1
Frontier Investment Management
Texas
$7.57M +$7.57M +32,758 New
MCM
2
Mengis Capital Management
Oregon
$1.44M +$1.44M +6,210 New
GIM
3
Grassi Investment Management
California
$1.18M +$569K +2,465 +93%
MMPW
4
Mitchell McLeod Pugh & Williams
Alabama
$919K
HHAA
5
Henry H. Armstrong Associates
Pennsylvania
$853K +$254K +1,100 +42%
DY
6
Dowling & Yahnke
California
$496K -$163K -704 -25%
CI
7
Chartist Inc
California
$426K +$426K +1,844 New
SIA
8
Starfire Investment Advisers
Michigan
$397K -$30K -130 -7%
CIS
9
Connors Investor Services
Pennsylvania
$231K
MA
10
Marshwinds Advisory
Georgia
$214K
BC
11
Bartlett & Co
Ohio
$114K +$7.15K +31 +7%
GAM
12
Gemmer Asset Management
California
$29K -$6.85K -30 -19%
ARMC
13
American Research & Management Company
Massachusetts
$8K
SGCM
14
Sand Grove Capital Management
United Kingdom
-$9.16M -33,400 Closed
LP
15
LMR Partners
United Kingdom
-$4.5K -16,780 Closed
AWM
16
Altavista Wealth Management
North Carolina
-$3.18M -11,855 Closed
ODCM
17
Old Dominion Capital Management
Virginia
-$969K -3,614 Closed
AGA
18
Accuvest Global Advisors
Utah
-$584K -2,177 Closed
LCM
19
Liberty Capital Management
Michigan
-$571K -2,130 Closed
MAM
20
Mark Asset Management
New York
-$536K -2,000 Closed
AAC
21
Asset Advisors Corp
Georgia
-$536K -1,998 Closed
GJIC
22
Gamble Jones Investment Counsel
California
-$348K -1,300 Closed
FWCM
23
Ferguson Wellman Capital Management
Oregon
-$344K -1,284 Closed
PAA
24
Peregrine Asset Advisers
Oregon
-$302K -1,126 Closed
NCM
25
Nelson Capital Management
California
-$38K -142 Closed

AGN Hedge Fund Activity: Q2 2016 in Review

13 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Allergan Inc (AGN) for Q2 2016, worth a combined $13.9M — down 38% from $22.3M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AGN and 3 opened new positions — a net loss of 9 holders — while 3 trimmed existing stakes and 3 added.

The largest buyer was Frontier Investment Management, opening a new position worth an estimated $7.57M. The largest seller was Sand Grove Capital Management, exiting entirely with an estimated $9.16M sold.

  • 13 institutional investors held Allergan Inc (AGN) as of Q2 2016, down from 23 in Q1 2016.
  • Funds reported $13.9M of Allergan Inc stock for Q2 2016, down 38% quarter-over-quarter.
  • 3 funds opened new Allergan Inc positions in Q2 2016 and 12 closed out, a net change of -9 holders.
  • The largest Allergan Inc buyer in Q2 2016 was Frontier Investment Management, an estimated $7.57M added.
  • The largest Allergan Inc seller in Q2 2016 was Sand Grove Capital Management, an estimated $9.16M sold.

Based on aggregated 13F filings for Q2 2016.