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Agilon Health
AGL

102 hedge funds and large institutions have $8.68B invested in Agilon Health in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 11 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 11

99% more call options, than puts

Call options by funds: $8.46M | Put options by funds: $4.25M

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

11% more funds holding

Funds holding: 92 → 102 (+10)

0.02% more ownership

Funds ownership: 3.38% → 3.4% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

35% less capital invested

Capital invested by funds: $13.3B → $8.68B (-$4.61B)

Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
51
Reduced
11
Closed
23
Calls
$8.46M
Puts
$4.25M
Net Calls
+$4.21M
Net Calls Change
-$3.88M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$138M
3
Capital World Investors
Capital World Investors
California
+$111M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$92.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$46.2M

Top Sellers

Rank Fund Capital Flow
1
CDR
Clayton Dubilier & Rice
New York
-$641M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.4M
3
DKCM
Davidson Kempner Capital Management
New York
-$19.3M
4
AG
Artal Group
Luxembourg
-$12.2M
5
DM
Deerfield Management
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$7.86M – – –
Charles Schwab
27
Charles Schwab
California
$6.51M +$894K +1,046 +12%
Citadel Advisors
28
Citadel Advisors
Florida
$6.28M -$21.4M -25,033 -72%
Northern Trust
29
Northern Trust
Illinois
$5.57M -$1.96M -2,296 -21%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$5.37M +$6.98M +8,167 New
E
31
Ergoteles
New York
$5.19M +$6.77M +7,927 New
TD Asset Management
32
TD Asset Management
Ontario, Canada
$5.14M +$92.3K +108 +1%
N
33
Nuveen
North Carolina
$5.06M +$1.02M +1,192 +21%
IHAM
34
Integral Health Asset Management
New York
$4.72M +$2.73M +3,200 +80%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$4.58M +$1.1M +1,290 +23%
BA
36
Bridgewater Associates
Connecticut
$4.16M +$5.42M +6,343 New
Millennium Management
37
Millennium Management
New York
$3.81M +$4.97M +5,813 New
CCM
38
CAAS Capital Management
New York
$3.75M -$4.55M -5,326 -48%
MS
39
Maven Securities
Jersey
$3.17M +$4.13M +4,836 New
PM
40
Prosight Management
Texas
$2.87M +$3.74M +4,380 New
LP
41
LMR Partners
United Kingdom
$2.81M +$3.66M +4,281 New
MIM
42
Monashee Investment Management
Massachusetts
$2.49M +$3.25M +3,800 New
Prudential Financial
43
Prudential Financial
New Jersey
$2.02M +$2.63M +3,077 New
BFM
44
Boothbay Fund Management
New York
$1.86M +$2.42M +2,838 New
Russell Investments Group
45
Russell Investments Group
United Kingdom
$1.84M – – –
Jane Street
46
Jane Street
New York
$1.82M +$2.37M +2,780 New
PCM
47
Pinz Capital Management
New York
$1.76M +$2.3M +2,692 New
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.55M -$951K -1,113 -32%
Invesco
49
Invesco
Georgia
$1.54M +$1.08M +1,262 +116%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$1.48M +$396K +464 +26%
1
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AGL Hedge Fund Activity: Q3 2021 in Review

102 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q3 2021, worth a combined $8.68B — down 35% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AGL positions and 23 closed out — a net gain of 10 holders — while 51 added to existing stakes and 11 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $147M. The largest seller was Clayton Dubilier & Rice, cutting an estimated $641M.

  • 102 institutional investors held Agilon Health (AGL) as of Q3 2021, up from 92 in Q2 2021.
  • Funds reported $8.68B of Agilon Health stock for Q3 2021, down 35% quarter-over-quarter.
  • 33 funds opened new Agilon Health positions in Q3 2021 and 23 closed out, a net change of +10 holders.
  • The largest Agilon Health buyer in Q3 2021 was Fidelity Investments, an estimated $147M added.
  • The largest Agilon Health seller in Q3 2021 was Clayton Dubilier & Rice, an estimated $641M sold.

Based on aggregated 13F filings for Q3 2021.