We are live on ! Find out more
AGL icon

Agilon Health
AGL

176 hedge funds and large institutions have $9.91B invested in Agilon Health in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

95% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 38

27% more call options, than puts

Call options by funds: $37.8M | Put options by funds: $29.9M

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

19% more funds holding

Funds holding: 148 → 176 (+28)

10% more capital invested

Capital invested by funds: $9.02B → $9.91B (+$891M)

0.06% more ownership

Funds ownership: 4.06% → 4.12% (+0.06%)

Holders
176
Holders Change
+28
Holders Change %
+18.92%
% of All Funds
3.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
45
Increased
74
Reduced
38
Closed
17
Calls
$37.8M
Puts
$29.9M
Net Calls
+$7.95M
Net Calls Change
+$17.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$128M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$67.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$57.7M
4
DCP
Durable Capital Partners
Maryland
+$57.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$46.6M

Top Sellers

1
CDR
Clayton Dubilier & Rice
New York
-$272M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$56.3M
3
Morgan Stanley
Morgan Stanley
New York
-$48.6M
4
Amundi
Amundi
France
-$8.19M
5
AACP
Advantage Alpha Capital Partners
California
-$7.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$16.1M +$16.5M +27,521 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$16M +$4.92M +8,210 +43%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$14.3M +$6.35M +10,613 +77%
CSS
29
Cubist Systematic Strategies
Connecticut
$13.4M +$13.4M +22,399 +4,058%
N
30
Nuveen
North Carolina
$11.9M +$65.3K +109 +0.5%
ECM
31
Engle Capital Management
Connecticut
$11.4M +$11.6M +19,440 New
Swiss National Bank
32
Swiss National Bank
Switzerland
$11.3M +$105K +176 +0.9%
Public Employees Retirement Association of Colorado
33
Public Employees Retirement Association of Colorado
Colorado
$11M – – –
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$9.97M +$10.2M +17,034 New
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$8.84M -$312K -521 -3%
BA
36
Bridgewater Associates
Connecticut
$8.15M +$277K +462 +3%
UBS AM
37
UBS AM
Illinois
$7.06M +$860K +1,437 +14%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$6.28M +$419K +700 +7%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$5.86M -$102K -170 -2%
CCA
40
Checchi Capital Advisers
California
$5.86M – – –
RPAM
41
Rhenman & Partners Asset Management
Sweden
$5.06M +$2.16M +3,600 +55%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$4.65M +$346K +577 +8%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$4.44M -$183K -306 -4%
PCM
44
Portolan Capital Management
Massachusetts
$4.35M +$4.45M +7,432 New
Legal & General Group
45
Legal & General Group
United Kingdom
$4.17M +$24.6K +41 +0.6%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$3.88M +$1.36M +2,269 +52%
YWS
47
Yarger Wealth Strategies
Ohio
$3.84M +$668K +1,115 +20%
PP
48
PDT Partners
New York
$3.7M -$1.62M -2,712 -30%
CS
49
Credit Suisse
Switzerland
$3.61M -$260K -435 -7%
PVI
50
Pura Vida Investments
New York
$3.51M -$2.06M -3,444 -36%
1
2
3 4 5

AGL Hedge Fund Activity: Q3 2022 in Review

176 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q3 2022, worth a combined $9.91B — up 9.9% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AGL positions and 17 closed out — a net gain of 28 holders — while 74 added to existing stakes and 38 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $128M. The largest seller was Clayton Dubilier & Rice, cutting an estimated $272M.

  • 176 institutional investors held Agilon Health (AGL) as of Q3 2022, up from 148 in Q2 2022.
  • Funds reported $9.91B of Agilon Health stock for Q3 2022, up 9.9% quarter-over-quarter.
  • 45 funds opened new Agilon Health positions in Q3 2022 and 17 closed out, a net change of +28 holders.
  • The largest Agilon Health buyer in Q3 2022 was Capital Research Global Investors, an estimated $128M added.
  • The largest Agilon Health seller in Q3 2022 was Clayton Dubilier & Rice, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2022.