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Agilon Health
AGL

185 hedge funds and large institutions have $7.67B invested in Agilon Health in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 39 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $12.6M

138% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 39

0.06% less ownership

Funds ownership: 4.33% → 4.27% (-0.06%)

7% less funds holding

Funds holding: 198 → 185 (-13)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

28% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 47

28% less capital invested

Capital invested by funds: $10.6B → $7.67B (-$2.95B)

Holders
185
Holders Change
-13
Holders Change %
-6.57%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
34
Increased
93
Reduced
39
Closed
47
Calls
$39.1M
Puts
$12.6M
Net Calls
+$26.4M
Net Calls Change
+$8.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$400M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$268M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$202M
4
Capital World Investors
Capital World Investors
California
+$200M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M

Top Sellers

1
CDR
Clayton Dubilier & Rice
New York
-$2.13B
2
HF
HRT Financial
New York
-$22.6M
3
Amundi
Amundi
France
-$9.46M
4
Jane Street
Jane Street
New York
-$8.01M
5
BBL
Beck Bode LLC
Massachusetts
-$4.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
NU
26
Northwestern University
Illinois
$19.3M – – –
GCM
27
Ghisallo Capital Management
Massachusetts
$17.3M +$22.5M +40,000 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$17.1M +$6.27M +11,163 +40%
TC
29
TwinBeech Capital
New York
$13.4M +$17.4M +30,873 New
N
30
Nuveen
North Carolina
$13.1M +$4.94M +8,783 +41%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$12.8M +$794K +1,413 +5%
Swiss National Bank
32
Swiss National Bank
Switzerland
$11.5M +$4.87M +8,660 +49%
Amundi
33
Amundi
France
$10.9M -$9.46M -16,838 -40%
Millennium Management
34
Millennium Management
New York
$8.88M -$1.11M -1,983 -9%
Public Employees Retirement Association of Colorado
35
Public Employees Retirement Association of Colorado
Colorado
$8.85M +$751K +1,337 +7%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$8.34M +$3.1M +5,515 +40%
Barclays
37
Barclays
United Kingdom
$7.78M +$9.79M +17,427 +3,294%
UBS AM
38
UBS AM
Illinois
$7.36M – – –
SEI Investments
39
SEI Investments
Pennsylvania
$7.35M +$3.97M +7,058 +71%
Alyeska Investment Group
40
Alyeska Investment Group
Illinois
$7.34M +$9.51M +16,929 New
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$6.24M +$2.43M +4,327 +43%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$6.12M +$2.72M +4,838 +52%
CS
43
Credit Suisse
Switzerland
$5.86M +$3.47M +6,170 +84%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$5.62M +$3.59M +6,382 +97%
Goldman Sachs
45
Goldman Sachs
New York
$5.51M +$1.12M +1,999 +19%
Legal & General Group
46
Legal & General Group
United Kingdom
$5.32M +$2.26M +4,021 +49%
BA
47
Bridgewater Associates
Connecticut
$5.27M +$982K +1,748 +17%
ECM
48
Engle Capital Management
Connecticut
$5.12M -$2.75M -4,896 -29%
UBS Group
49
UBS Group
Switzerland
$4.54M +$4.49M +7,983 +322%
Citadel Advisors
50
Citadel Advisors
Florida
$4.53M +$4.48M +7,968 +322%
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AGL Hedge Fund Activity: Q2 2023 in Review

185 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q2 2023, worth a combined $7.67B — down 28% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of AGL and 34 opened new positions — a net loss of 13 holders — while 39 trimmed existing stakes and 93 added.

The largest buyer was Wellington Management Group, adding an estimated $400M. The largest seller was Clayton Dubilier & Rice, cutting an estimated $2.13B.

  • 185 institutional investors held Agilon Health (AGL) as of Q2 2023, down from 198 in Q1 2023.
  • Funds reported $7.67B of Agilon Health stock for Q2 2023, down 28% quarter-over-quarter.
  • 34 funds opened new Agilon Health positions in Q2 2023 and 47 closed out, a net change of -13 holders.
  • The largest Agilon Health buyer in Q2 2023 was Wellington Management Group, an estimated $400M added.
  • The largest Agilon Health seller in Q2 2023 was Clayton Dubilier & Rice, an estimated $2.13B sold.

Based on aggregated 13F filings for Q2 2023.