We are live on ! Find out more
AGL icon

Agilon Health
AGL

166 hedge funds and large institutions have $6.96B invested in Agilon Health in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $13M

0.07% more ownership

Funds ownership: 4.12% → 4.19% (+0.07%)

5% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 59

6% less funds holding

Funds holding: 176 → 166 (-10)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

30% less capital invested

Capital invested by funds: $9.91B → $6.96B (-$2.95B)

Holders
166
Holders Change
-10
Holders Change %
-5.68%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
34
Increased
56
Reduced
59
Closed
41
Calls
$18.1M
Puts
$13M
Net Calls
+$5.04M
Net Calls Change
-$2.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$185M
2
Capital World Investors
Capital World Investors
California
+$65.4M
3
Holocene Advisors
Holocene Advisors
New York
+$9.6M
4
First Trust Advisors
First Trust Advisors
Illinois
+$9.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$8.95M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$49.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20.4M
3
Millennium Management
Millennium Management
New York
-$19.1M
4
DCP
Durable Capital Partners
Maryland
-$11M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Holocene Advisors
26
Holocene Advisors
New York
$8.67M +$9.6M +20,478 +2,040%
N
27
Nuveen
North Carolina
$8.17M -$50.6K -108 -0.5%
Swiss National Bank
28
Swiss National Bank
Switzerland
$8.01M +$261K +556 +3%
Public Employees Retirement Association of Colorado
29
Public Employees Retirement Association of Colorado
Colorado
$7.62M +$64.3K +137 +0.7%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$5.9M -$227K -483 -3%
Renaissance Technologies
31
Renaissance Technologies
New York
$5.24M +$6.09M +12,980 New
UBS AM
32
UBS AM
Illinois
$5.12M +$293K +625 +5%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$4.6M +$1.81M +3,860 +51%
ECM
34
Engle Capital Management
Connecticut
$4.54M -$3.85M -8,200 -42%
RPAM
35
Rhenman & Partners Asset Management
Sweden
$4.12M – – –
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$4.11M +$81.6K +174 +2%
CCA
37
Checchi Capital Advisers
California
$4.06M +$28.1K +60 +0.6%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$4.04M -$315K -672 -6%
BA
39
Bridgewater Associates
Connecticut
$3.89M -$2M -4,273 -31%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$3.54M +$383K +816 +10%
CSS
41
Cubist Systematic Strategies
Connecticut
$3.45M -$6.76M -14,409 -63%
YWS
42
Yarger Wealth Strategies
Ohio
$3.14M +$573K +1,222 +19%
Legal & General Group
43
Legal & General Group
United Kingdom
$3.08M +$242K +515 +7%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$3.06M – – –
CS
45
Credit Suisse
Switzerland
$2.91M +$492K +1,049 +17%
PP
46
PDT Partners
New York
$2.45M -$112K -239 -4%
Invesco
47
Invesco
Georgia
$2.44M +$416K +888 +17%
State of New Jersey Common Pension Fund D
48
State of New Jersey Common Pension Fund D
New Jersey
$2.29M +$239K +509 +10%
MGIM
49
M&G Investment Management
United Kingdom
$2.23M +$2.62M +5,583 New
Jane Street
50
Jane Street
New York
$2.02M +$2.35M +5,016 New
1
2
3 4 5

AGL Hedge Fund Activity: Q4 2022 in Review

166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q4 2022, worth a combined $6.96B — down 30% from $9.91B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AGL and 34 opened new positions — a net loss of 7 holders — while 59 trimmed existing stakes and 56 added.

The largest buyer was Fidelity Investments, adding an estimated $185M. The largest seller was Morgan Stanley, cutting an estimated $49.4M.

  • 166 institutional investors held Agilon Health (AGL) as of Q4 2022, down from 176 in Q3 2022.
  • Funds reported $6.96B of Agilon Health stock for Q4 2022, down 30% quarter-over-quarter.
  • 34 funds opened new Agilon Health positions in Q4 2022 and 41 closed out, a net change of -7 holders.
  • The largest Agilon Health buyer in Q4 2022 was Fidelity Investments, an estimated $185M added.
  • The largest Agilon Health seller in Q4 2022 was Morgan Stanley, an estimated $49.4M sold.

Based on aggregated 13F filings for Q4 2022.