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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
Ensign Peak Advisors
76
Ensign Peak Advisors
Utah
$1.07M +$1.1M +1,836 New
KAS
77
Kestra Advisory Services
Texas
$1.07M +$1.09M +1,824 New
Tudor Investment Corp
78
Tudor Investment Corp
Connecticut
$1.06M +$1.08M +1,806 New
BO
79
BRR OpCo
Ohio
$1.04M -$219K -365 -17%
AB
80
Amalgamated Bank
New York
$992K +$25.1K +42 +3%
SEI Investments
81
SEI Investments
Pennsylvania
$968K +$123K +206 +14%
Citadel Advisors
82
Citadel Advisors
Florida
$938K +$959K +1,602 New
UBS Group
83
UBS Group
Switzerland
$846K -$310K -518 -26%
SWP
84
Stratos Wealth Partners
Ohio
$833K -$71.9K -120 -8%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$829K +$823K +1,374 New
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$827K +$82K +137 +11%
N
87
Natixis
France
$812K -$4.95M -8,268 -86%
Vontobel Holding
88
Vontobel Holding
Switzerland
$803K +$822K +1,372 New
PP
89
PDS Planning
Ohio
$800K -$26.3K -44 -3%
UCFA
90
United Capital Financial Advisors
Texas
$797K -$2.4K -4 -0.3%
SFS
91
Summit Financial Strategies
Ohio
$780K +$797K +1,331 New
WCM
92
WealthBridge Capital Management
Ohio
$765K – – –
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$761K +$759K +1,268 +4,090%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$740K -$117K -196 -13%
Parallax Volatility Advisers
95
Parallax Volatility Advisers
California
$731K +$392K +654 +110%
GCM
96
G2 Capital Management
Ohio
$727K – – –
TCM
97
Twin Capital Management
Pennsylvania
$721K -$1.2K -2 -0.2%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$713K +$729K +1,217 New
Russell Investments Group
99
Russell Investments Group
United Kingdom
$680K -$1.46M -2,440 -68%
Osaic Holdings
100
Osaic Holdings
Arizona
$636K +$66.5K +111 +11%
2 3
4
5 6

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.