Walgreens Boots Alliance Inc (WBA), Allergan PLC (AGN), Google Inc (GOOGL): Andreas Halvorsen Bullish on Healthcare and Tech

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Viking Global’s stake in Allergan PLC (NYSE:AGN) contains 6.80 million shares worth $2.06 billion, with an increase of 12% over the quarter. The stock of the company has grown by 22.84% year-to-date as it changed its name from Actavis, which bought Allergan earlier this year. Recently, Allergan PLC (NYSE:AGN) announced the divestiture of its Global Generics Business to Teva Pharmaceutical Industries Ltd (ADR) (NYSE:TEVA) for $40.5 billion, receiving $33.75 billion in cash and the rest in stock ownership.  Smart money have a bullish outlook on Allergan PLC (NASDAQ:AGN), which is the most preferred stock pick  among the funds we track. At the end of the second quarter, 150 investorshad positions in the pharmaceutical company worth $20.70 billion, slightly lower than previous quarter aggregate investments of $21.97 billion from 157 hedge funds. John Paulson’s Paulson & Co. is the largest shareholder of the company as of the end of the second quarter, holding 7.17 million shares.

Google Inc (NASDAQ:GOOGL) represents Viking Global’s third-largest holding, which contains 2.74 million Class A shares valued at $1.48 billion. The investor increased the position by 67% during the second quarter and added some 306,400 class C shares of Google, taking the class C stock holding to 1.15 million shares. Google has recently surprised the tech world by changing its management structure and turning into a holding company, “Alphabet.” Under the new structure, Larry Page, the current CEO of Google Inc (NASDAQ:GOOGL), will become the CEO of Alphabet, while Sundar Pichai will take over the company’s core operations under Google. Google’s stock has jumped 4.46% after the announcement and have advanced by 30% year-to-date. Google Inc (NASDAQ:GOOGL)’s popularity among the funds in our database decreased during the second quarter, as 113 investors disclosed holding $8.15 billion worth of Class A shares at the end of June, compared to 121 funds owning $7.36 billion worth of stock a quarter earlier. Harris Associates is another shareholder of the company, with 2.53 million shares valued at $1.27 billion at the end of the second quarter.

Disclosure: None

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