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Agilon Health

148 hedge funds and large institutions have $9.02B invested in Agilon Health in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 22

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 121148 (+27)

0.08% more ownership

Funds ownership: 3.99%4.06% (+0.08%)

11% less capital invested

Capital invested by funds: $10.1B → $9.02B (-$1.11B)

35% less call options, than puts

Call options by funds: $18.4M | Put options by funds: $28.4M

Holders
148
Holders Change
+27
Holders Change %
+22.31%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
44
Increased
70
Reduced
22
Closed
15
Calls
$18.4M
Puts
$28.4M
Net Calls
-$9.97M
Net Calls Change
-$8.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
101
Group One Trading
Illinois
$469K -$14.7K -29 -3%
HC
102
Hamilton Capital
Ohio
$461K -$506 -1 -0.1%
X
103
Xponance
Pennsylvania
$453K +$58.7K +116 +16%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$421K +$42K +83 +12%
Citigroup
105
Citigroup
New York
$393K +$18.7K +37 +5%
SAM
106
Shell Asset Management
Netherlands
$377K +$349K +690 New
BPA
107
Beacon Pointe Advisors
California
$370K +$51.1K +101 +18%
BCM
108
Bayesian Capital Management
New York
$347K -$194K -384 -38%
CIBC Asset Management
109
CIBC Asset Management
Ontario, Canada
$343K -$20.7K -41 -6%
WBC
110
West Branch Capital
Massachusetts
$337K +$292K +578 +1,445%
Parallax Volatility Advisers
111
Parallax Volatility Advisers
California
$325K +$301K +595 New
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$322K +$298K +590 New
CSS
113
Cubist Systematic Strategies
Connecticut
$301K +$82.9K +164 +42%
LFA
114
Level Financial Advisors
New York
$289K +$268K +529 New
MSRPS
115
Maryland State Retirement & Pension System
Maryland
$279K
Verition Fund Management
116
Verition Fund Management
Connecticut
$263K +$243K +481 New
AR
117
Advisory Research
Illinois
$255K +$236K +466 New
Neuberger Berman Group
118
Neuberger Berman Group
New York
$250K +$5.56K +11 +2%
PAMS
119
Pictet Asset Management (Switzerland)
Switzerland
$244K +$226K +447 New
MIM
120
MetLife Investment Management
New Jersey
$242K +$15.7K +31 +8%
IA
121
IAM Advisory
Pennsylvania
$232K +$215K +426 New
SF
122
Synovus Financial
Georgia
$218K +$205K +406 New
URS
123
Utah Retirement Systems
Utah
$214K +$20.2K +40 +11%
SG Americas Securities
124
SG Americas Securities
New York
$173K +$160K +317 New
Lazard Asset Management
125
Lazard Asset Management
New York
$150K +$83.5K +165 +150%

AGL Hedge Fund Activity: Q2 2022 in Review

148 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q2 2022, worth a combined $9.02B — down 11% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AGL positions and 15 closed out — a net gain of 29 holders — while 70 added to existing stakes and 22 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $91.3M. The largest seller was Capital World Investors, cutting an estimated $59.9M.

  • 148 institutional investors held Agilon Health (AGL) as of Q2 2022, up from 121 in Q1 2022.
  • Funds reported $9.02B of Agilon Health stock for Q2 2022, down 11% quarter-over-quarter.
  • 44 funds opened new Agilon Health positions in Q2 2022 and 15 closed out, a net change of +29 holders.
  • The largest Agilon Health buyer in Q2 2022 was Fidelity Investments, an estimated $91.3M added.
  • The largest Agilon Health seller in Q2 2022 was Capital World Investors, an estimated $59.9M sold.

Based on aggregated 13F filings for Q2 2022.