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Agilon Health

148 hedge funds and large institutions have $9.02B invested in Agilon Health in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 22

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 121148 (+27)

0.08% more ownership

Funds ownership: 3.99%4.06% (+0.08%)

11% less capital invested

Capital invested by funds: $10.1B → $9.02B (-$1.11B)

35% less call options, than puts

Call options by funds: $18.4M | Put options by funds: $28.4M

Holders
148
Holders Change
+27
Holders Change %
+22.31%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
44
Increased
70
Reduced
22
Closed
15
Calls
$18.4M
Puts
$28.4M
Net Calls
-$9.97M
Net Calls Change
-$8.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
26
Public Employees Retirement Association of Colorado
Colorado
$10.2M +$653K +1,292 +7%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$8.53M +$3.65M +7,215 +86%
Millennium Management
28
Millennium Management
New York
$7.97M +$4.25M +8,400 +136%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$7.54M +$6.49M +12,830 +1,296%
BA
30
Bridgewater Associates
Connecticut
$7.35M +$1.39M +2,746 +26%
AACP
31
Advantage Alpha Capital Partners
California
$7.13M +$628K +1,242 +11%
Charles Schwab
32
Charles Schwab
California
$6.3M +$274K +541 +5%
CCA
33
Checchi Capital Advisers
California
$6.26M +$1.52K +3 +0%
UBS AM
34
UBS AM
Illinois
$5.8M +$3.78M +7,481 +238%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$5.56M +$3.69M +7,304 +254%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$5.45M -$563K -1,113 -10%
N
37
Natixis
France
$5.24M +$4.86M +9,604 New
PVI
38
Pura Vida Investments
New York
$5.15M +$3.87M +7,644 +425%
IHAM
39
Integral Health Asset Management
New York
$5.04M +$1.13M +2,226 +32%
PP
40
PDT Partners
New York
$4.93M +$2.59M +5,124 +131%
KCM
41
Kornitzer Capital Management
Kansas
$4.54M +$4.21M +8,327 New
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$4.3M +$153K +302 +4%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$4.02M +$754K +1,491 +25%
Legal & General Group
44
Legal & General Group
United Kingdom
$3.86M +$1.56M +3,081 +77%
Man Group
45
Man Group
United Kingdom
$3.75M
YWS
46
Yarger Wealth Strategies
Ohio
$3.63M +$2.75M +5,440 New
CS
47
Credit Suisse
Switzerland
$3.6M +$2.99M +5,920 +868%
RPAM
48
Rhenman & Partners Asset Management
Sweden
$3.6M +$3.34M +6,600 New
Renaissance Technologies
49
Renaissance Technologies
New York
$3.28M +$3.04M +6,012 New
State of New Jersey Common Pension Fund D
50
State of New Jersey Common Pension Fund D
New Jersey
$2.94M +$2.72M +5,385 New

AGL Hedge Fund Activity: Q2 2022 in Review

148 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q2 2022, worth a combined $9.02B — down 11% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AGL positions and 15 closed out — a net gain of 29 holders — while 70 added to existing stakes and 22 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $91.3M. The largest seller was Capital World Investors, cutting an estimated $59.9M.

  • 148 institutional investors held Agilon Health (AGL) as of Q2 2022, up from 121 in Q1 2022.
  • Funds reported $9.02B of Agilon Health stock for Q2 2022, down 11% quarter-over-quarter.
  • 44 funds opened new Agilon Health positions in Q2 2022 and 15 closed out, a net change of +29 holders.
  • The largest Agilon Health buyer in Q2 2022 was Fidelity Investments, an estimated $91.3M added.
  • The largest Agilon Health seller in Q2 2022 was Capital World Investors, an estimated $59.9M sold.

Based on aggregated 13F filings for Q2 2022.