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Agilon Health

193 hedge funds and large institutions have $6.2B invested in Agilon Health in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $14.2M

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more funds holding

Funds holding: 177193 (+16)

7% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 59

0.4% more ownership

Funds ownership: 4.47%4.87% (+0.4%)

23% less capital invested

Capital invested by funds: $8.05B → $6.2B (-$1.85B)

Holders
193
Holders Change
+16
Holders Change %
+9.04%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
63
Reduced
59
Closed
28
Calls
$30.2M
Puts
$14.2M
Net Calls
+$16M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
26
TD Asset Management
Ontario, Canada
$12.9M -$7.07M -19,528 -32%
N
27
Nuveen
North Carolina
$12.5M +$2.7M +7,455 +23%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$11.2M -$46.7K -129 -0.4%
Citadel Advisors
29
Citadel Advisors
Florida
$10M +$11.6M +31,979 New
Amundi
30
Amundi
France
$9.76M +$1.85M +5,116 +12%
First Trust Advisors
31
First Trust Advisors
Illinois
$8.1M +$3.5M +9,665 +60%
SC
32
Sessa Capital
New York
$7.53M +$8.68M +23,995 New
Swiss National Bank
33
Swiss National Bank
Switzerland
$7.52M -$984K -2,720 -10%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$7.3M +$6.58M +18,183 +358%
NU
35
Northwestern University
Illinois
$7.06M
UBS AM
36
UBS AM
Illinois
$6.25M +$522K +1,442 +8%
Goldman Sachs
37
Goldman Sachs
New York
$5.52M +$3.06M +8,445 +92%
AACP
38
Advantage Alpha Capital Partners
California
$5.18M +$471K +1,301 +9%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$5.06M -$161K -444 -3%
PCM
40
Portolan Capital Management
Massachusetts
$4.81M +$5.55M +15,338 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$4.79M +$72.4K +200 +1%
CS
42
Credit Suisse
Switzerland
$4.25M +$194K +537 +4%
IHAM
43
Integral Health Asset Management
New York
$4.08M +$4.7M +13,000 New
BA
44
Bridgewater Associates
Connecticut
$4.07M +$281K +776 +6%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$4.01M -$203K -562 -4%
Barclays
46
Barclays
United Kingdom
$3.86M -$219K -606 -5%
Legal & General Group
47
Legal & General Group
United Kingdom
$3.75M -$120K -332 -3%
ZDA
48
Zweig-DiMenna Associates
New York
$3.71M +$4.28M +11,814 New
JP Morgan Chase
49
JP Morgan Chase
New York
$3.36M +$1.18M +3,265 +44%
CCA
50
Checchi Capital Advisers
California
$3.23M +$35.8K +99 +1%

AGL Hedge Fund Activity: Q4 2023 in Review

193 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q4 2023, worth a combined $6.2B — down 23% from $8.05B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AGL positions and 28 closed out — a net gain of 17 holders — while 63 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $646M. The largest seller was Artisan Partners, exiting entirely with an estimated $121M sold.

  • 193 institutional investors held Agilon Health (AGL) as of Q4 2023, up from 177 in Q3 2023.
  • Funds reported $6.2B of Agilon Health stock for Q4 2023, down 23% quarter-over-quarter.
  • 45 funds opened new Agilon Health positions in Q4 2023 and 28 closed out, a net change of +17 holders.
  • The largest Agilon Health buyer in Q4 2023 was Morgan Stanley, an estimated $646M added.
  • The largest Agilon Health seller in Q4 2023 was Artisan Partners, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2023.