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Agilon Health
AGL

193 hedge funds and large institutions have $6.2B invested in Agilon Health in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $14.2M

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

9% more funds holding

Funds holding: 177 → 193 (+16)

7% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 59

0.4% more ownership

Funds ownership: 4.47% → 4.87% (+0.4%)

23% less capital invested

Capital invested by funds: $8.05B → $6.2B (-$1.85B)

Holders
193
Holders Change
+16
Holders Change %
+9.04%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
63
Reduced
59
Closed
28
Calls
$30.2M
Puts
$14.2M
Net Calls
+$16M
Net Calls Change
-$17.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$646M
2
Capital World Investors
Capital World Investors
California
+$55.2M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$46.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$26M
5
Millennium Management
Millennium Management
New York
+$25.1M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$121M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$74.1M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$71.9M
4
DCP
Durable Capital Partners
Maryland
-$53.9M
5
Norges Bank
Norges Bank
Norway
-$9.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
YC
101
Yarbrough Capital
Tennessee
$443K – – –
PAG
102
Private Advisor Group
New Jersey
$442K +$1.45K +4 +0.3%
WCM
103
WealthBridge Capital Management
Ohio
$437K – – –
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$423K -$13K -36 -3%
CM
105
Capula Management
Cayman Islands
$420K +$485K +1,340 New
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$405K -$7.46M -20,608 -94%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$399K +$1.45K +4 +0.3%
SWP
108
Stratos Wealth Partners
Ohio
$392K -$14.5K -40 -3%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$383K +$64.4K +178 +17%
Principal Financial Group
110
Principal Financial Group
Iowa
$365K -$74.6K -206 -15%
SCM
111
Sirios Capital Management
Massachusetts
$363K -$449K -1,241 -52%
PP
112
PDS Planning
Ohio
$363K +$1.45K +4 +0.3%
Osaic Holdings
113
Osaic Holdings
Arizona
$358K -$518K -1,432 -56%
DZ Bank
114
DZ Bank
Germany
$356K +$411K +1,135 New
CC
115
Centiva Capital
New York
$354K +$409K +1,129 New
GCP
116
GSA Capital Partners
United Kingdom
$348K +$401K +1,109 New
SFA
117
Sequoia Financial Advisors
Ohio
$346K – – –
LCM
118
Landscape Capital Management
New Jersey
$336K +$388K +1,072 New
American Century Companies
119
American Century Companies
Missouri
$331K +$76.4K +211 +25%
Nomura Holdings
120
Nomura Holdings
Japan
$309K +$356K +984 New
Bank of Nova Scotia
121
Bank of Nova Scotia
Ontario, Canada
$305K +$351K +971 New
NYLIM
122
New York Life Investment Management
New York
$297K +$342K +946 New
ZIM
123
Zacks Investment Management
Illinois
$293K – – –
Neuberger Berman Group
124
Neuberger Berman Group
New York
$265K +$4.34K +12 +1%
MSRPS
125
Maryland State Retirement & Pension System
Maryland
$253K – – –
3 4
5
6 7

AGL Hedge Fund Activity: Q4 2023 in Review

193 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q4 2023, worth a combined $6.2B — down 23% from $8.05B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AGL positions and 28 closed out — a net gain of 17 holders — while 63 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $646M. The largest seller was Artisan Partners, exiting entirely with an estimated $121M sold.

  • 193 institutional investors held Agilon Health (AGL) as of Q4 2023, up from 177 in Q3 2023.
  • Funds reported $6.2B of Agilon Health stock for Q4 2023, down 23% quarter-over-quarter.
  • 45 funds opened new Agilon Health positions in Q4 2023 and 28 closed out, a net change of +17 holders.
  • The largest Agilon Health buyer in Q4 2023 was Morgan Stanley, an estimated $646M added.
  • The largest Agilon Health seller in Q4 2023 was Artisan Partners, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2023.