Agilon Health
193 hedge funds and large institutions have $6.2B invested in Agilon Health in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 59 reducing their positions, and 28 closing their positions.
112% more call options, than puts
Call options by funds: $30.2M | Put options by funds: $14.2M
61% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 28
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
9% more funds holding
Funds holding: 177 → 193 (+16)
7% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 59
0.4% more ownership
Funds ownership: 4.47% → 4.87% (+0.4%)
23% less capital invested
Capital invested by funds: $8.05B → $6.2B (-$1.85B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$646M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$55.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$46.3M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$26M |
| 5 |
Millennium Management
New York
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$121M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$74.1M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$71.9M |
| 4 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$53.9M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$9.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
226
Macroview Investment Management
Bethesda,
Maryland
| – | -$302 | -1 | Closed |
|
227
First Manhattan
New York
| – | -$159 | – | – |
|
|
JWA
228
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$36 | – | – |
|
|
VCM
229
Versant Capital Management
Phoenix,
Arizona
| – | -$160 | – | – |
|
AGL Hedge Fund Activity: Q4 2023 in Review
193 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q4 2023, worth a combined $6.2B — down 23% from $8.05B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new AGL positions and 28 closed out — a net gain of 17 holders — while 63 added to existing stakes and 59 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $646M. The largest seller was Artisan Partners, exiting entirely with an estimated $121M sold.
- 193 institutional investors held Agilon Health (AGL) as of Q4 2023, up from 177 in Q3 2023.
- Funds reported $6.2B of Agilon Health stock for Q4 2023, down 23% quarter-over-quarter.
- 45 funds opened new Agilon Health positions in Q4 2023 and 28 closed out, a net change of +17 holders.
- The largest Agilon Health buyer in Q4 2023 was Morgan Stanley, an estimated $646M added.
- The largest Agilon Health seller in Q4 2023 was Artisan Partners, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2023.