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Agilon Health

177 hedge funds and large institutions have $8.05B invested in Agilon Health in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 41 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $49.5M | Put options by funds: $16M

107% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 41

5% more capital invested

Capital invested by funds: $7.67B → $8.05B (+$373M)

0.2% more ownership

Funds ownership: 4.27%4.47% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 185177 (-8)

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

Holders
177
Holders Change
-8
Holders Change %
-4.32%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
85
Reduced
41
Closed
34
Calls
$49.5M
Puts
$16M
Net Calls
+$33.6M
Net Calls Change
+$7.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$572K
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$563K -$452 -1 -0.1%
SIM
103
Sandia Investment Management
Massachusetts
$533K +$542K +1,200 New
PP
104
PDS Planning
Ohio
$511K +$452 +1 +0.1%
SFA
105
Sequoia Financial Advisors
Ohio
$490K +$452 +1 +0.1%
ACM
106
Aquatic Capital Management
Illinois
$480K +$488K +1,080 New
Citigroup
107
Citigroup
New York
$465K +$335K +742 +242%
ECM
108
ExodusPoint Capital Management
New York
$463K -$1.54M -3,407 -77%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$463K +$16.3K +36 +4%
TRCT
110
Tower Research Capital (TRC)
New York
$420K +$295K +653 +223%
ZIM
111
Zacks Investment Management
Illinois
$415K
EFG
112
Everhart Financial Group
Ohio
$397K -$4.97K -11 -1%
American Century Companies
113
American Century Companies
Missouri
$374K +$11.3K +25 +3%
Neuberger Berman Group
114
Neuberger Berman Group
New York
$370K +$154K +341 +69%
MSRPS
115
Maryland State Retirement & Pension System
Maryland
$358K
PI
116
PEAK6 Investments
Illinois
$340K +$318K +705 +1,175%
AG
117
Algert Global
California
$335K -$402K -890 -54%
FRM
118
Fox Run Management
Connecticut
$329K +$334K +740 New
VRS
119
Virginia Retirement Systems
Virginia
$323K +$37.9K +84 +13%
SFS
120
Summit Financial Strategies
Ohio
$306K
MIM
121
MetLife Investment Management
New Jersey
$294K +$14.9K +33 +5%
URS
122
Utah Retirement Systems
Utah
$281K +$25.3K +56 +10%
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
$274K +$42.5K +94 +18%
WBC
124
West Branch Capital
Massachusetts
$274K
YIH
125
Y-Intercept (HK)
Hong Kong
$269K +$274K +607 New

AGL Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q3 2023, worth a combined $8.05B — up 4.9% from $7.67B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of AGL and 27 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 85 added.

The largest buyer was Capital Research Global Investors, adding an estimated $79.4M. The largest seller was Renaissance Technologies, cutting an estimated $21.4M.

  • 177 institutional investors held Agilon Health (AGL) as of Q3 2023, down from 185 in Q2 2023.
  • Funds reported $8.05B of Agilon Health stock for Q3 2023, up 4.9% quarter-over-quarter.
  • 27 funds opened new Agilon Health positions in Q3 2023 and 34 closed out, a net change of -7 holders.
  • The largest Agilon Health buyer in Q3 2023 was Capital Research Global Investors, an estimated $79.4M added.
  • The largest Agilon Health seller in Q3 2023 was Renaissance Technologies, an estimated $21.4M sold.

Based on aggregated 13F filings for Q3 2023.