We are live on ! Find out more

Agilon Health

AGL

Market cap $2.17B

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

Holding in Top 10 Change

-1

Holding in Top 10 Change %

-25%

% of All Funds

0.05%

New

Increased

Reduced

Closed

Calls

$39.1M

Puts

$12.6M

Net Calls

+$26.4M

Net Calls Change

+$8.9M

Top Buyers

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

Top Sellers

1	CDR Clayton Dubilier & Rice New York	-$2.13B
2	HF HRT Financial New York	-$22.6M
3	Amundi Paris, France	-$9.46M
4	Jane Street New York	-$8.01M
5	BBL Beck Bode LLC Dedham, Massachusetts	-$4.04M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
76	76 Corient Private Wealth Miami, Florida	$1.85M	-$132K	-235	-5%
77	77 JP Morgan Chase New York	$1.78M	-$72.5K	-129	-3%
78	SWA 78 Stratos Wealth Advisors Beachwood, Ohio	$1.78M	–	–	–
79	TRSOTSOK 79 Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.77M	+$2.3M	+4,091	New
80	PM 80 Prosight Management Dallas, Texas	$1.73M	+$2.25M	+4,000	New
81	81 AllianceBernstein Nashville, Tennessee	$1.54M	+$658K	+1,171	+49%
82	ASRS 82 Arizona State Retirement System Phoenix, Arizona	$1.48M	+$575K	+1,024	+43%
83	83 Wells Fargo San Francisco, California	$1.28M	+$461K	+821	+38%
84	BCM 84 Bayesian Capital Management Brooklyn, New York	$1.27M	+$1.11M	+1,980	+207%
85	85 Ensign Peak Advisors Salt Lake City, Utah	$1.18M	–	–	–
86	SCM 86 Sirios Capital Management Boston, Massachusetts	$1.11M	+$545K	+969	+61%
87	87 Twin Tree Management Dallas, Texas	$1.05M	+$1.36M	+2,415	New
88	88 Mariner Overland Park, Kansas	$1.03M	+$1.33M	+2,371	New
89	AB 89 Amalgamated Bank New York	$943K	+$343K	+611	+39%
90	SGM 90 Seven Grand Managers Bronxville, New York	$856K	+$1.11M	+1,974	New
91	91 Osaic Holdings Scottsdale, Arizona	$856K	-$820K	-1,459	-42%
92	92 Jane Street New York	$783K	-$8.01M	-14,245	-89%
93	B 93 Bailard Foster City, California	$745K	+$18K	+32	+2%
94	94 Teacher Retirement System of Texas Austin, Texas	$718K	+$41.6K	+74	+5%
95	AG 95 Algert Global San Francisco, California	$713K	+$925K	+1,646	New
96	96 Zurich Cantonal Bank Zurich, Switzerland	$709K	+$292K	+520	+47%
97	PP 97 PDT Partners New York	$696K	+$330K	+588	+58%
98	KAS 98 Kestra Advisory Services Austin, Texas	$663K	-$7.31K	-13	-0.8%
99	PAG 99 Private Advisor Group Morristown, New Jersey	$610K	+$791K	+1,407	New
100	X 100 Xponance Philadelphia, Pennsylvania	$608K	+$248K	+441	+46%

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.

Agilon Health AGL Market cap $2.17B