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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
SCM
76
Sirios Capital Management
Massachusetts
$650K -$524K -1,117 -41%
Janus Henderson Group
77
Janus Henderson Group
United Kingdom
$638K -$742K -1,582 -50%
Osaic Holdings
78
Osaic Holdings
Arizona
$622K +$212K +453 +42%
SWP
79
Stratos Wealth Partners
Ohio
$574K – – –
WCM
80
WealthBridge Capital Management
Ohio
$564K -$2.35K -5 -0.4%
UBS Group
81
UBS Group
Switzerland
$555K -$31.9K -68 -5%
PP
82
PDS Planning
Ohio
$550K -$1.88K -4 -0.3%
SFS
83
Summit Financial Strategies
Ohio
$537K – – –
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$532K +$9.38K +20 +2%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$513K +$3.75K +8 +0.6%
JF
86
Jump Financial
Illinois
$502K +$583K +1,243 New
BG
87
Bahl & Gaynor
Ohio
$500K +$582K +1,240 New
Teacher Retirement System of Texas
88
Teacher Retirement System of Texas
Texas
$500K -$80.7K -172 -12%
SFA
89
Sequoia Financial Advisors
Ohio
$443K +$515K +1,098 New
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$408K -$6.57K -14 -1%
NICM
91
Neo Ivy Capital Management
New York
$406K +$471K +1,005 New
Barclays
92
Barclays
United Kingdom
$405K -$1.22M -2,594 -72%
SEI Investments
93
SEI Investments
Pennsylvania
$404K -$307K -654 -40%
GCM
94
G2 Capital Management
Ohio
$404K -$113K -242 -19%
Squarepoint
95
Squarepoint
New York
$402K +$467K +995 New
VI
96
Versor Investments
New York
$399K +$463K +988 New
Handelsbanken Fonder
97
Handelsbanken Fonder
Sweden
$395K +$3.75K +8 +0.8%
AC
98
Avestar Capital
New York
$392K – – –
X
99
Xponance
Pennsylvania
$388K +$46.9K +100 +12%
Victory Capital Management
100
Victory Capital Management
Texas
$384K -$469 -1 -0.1%
2 3
4
5 6

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.