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Agilon Health
AGL

Overview Fund Activity

197 hedge funds and large institutions have $6.2B invested in Agilon Health in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+13
Holders Change %
+7.07%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
46
Increased
64
Reduced
61
Closed
31
Calls
$30.2M
Puts
$14.2M
Net Calls
+$16M
Net Calls Change
-$17.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.12B
2
Capital World Investors
2
Capital World Investors
California
$693M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$127M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$27.6M
5
Millennium Management
5
Millennium Management
New York
$25.6M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$120M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$184M
4
DCP
4
Durable Capital Partners
Maryland
$26.2M
5
Norges Bank
5
Norges Bank
Norway
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
126
Everhart Financial Group
Ohio
$252K -$28.5K -2,268 -10%
IFWM
127
Institute for Wealth Management
Colorado
$245K +$245K +19,546 New
SFC
128
Swisher Financial Concepts
Ohio
$242K +$242K +32,675 New
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$238K +$238K +18,938 New
SFS
130
Summit Financial Strategies
Ohio
$216K – – –
PTC
131
Petrus Trust Company
Texas
$207K +$207K +16,470 New
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$205K +$11K +879 +6%
MIM
133
MetLife Investment Management
New Jersey
$205K -$2.86K -228 -1%
HFS
134
Hoge Financial Services
Pennsylvania
$202K +$202K +16,132 New
URS
135
Utah Retirement Systems
Utah
$202K +$3.77K +300 +2%
WBC
136
West Branch Capital
Massachusetts
$194K – – –
DA
137
Duality Advisers
Florida
$192K +$192K +15,267 New
RJA
138
Raymond James & Associates
Florida
$184K +$184K +14,673 New
AC
139
Avestar Capital
New York
$180K – – –
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$175K -$242K -19,317 -58%
GCM
141
G2 Capital Management
Ohio
$174K – – –
HC
142
Hamilton Capital
Ohio
$168K – – –
QCM
143
Qsemble Capital Management
New York
$158K +$158K +12,558 New
SIM
144
Sandia Investment Management
Massachusetts
$157K -$220K -17,500 -58%
HCA
145
Harbor Capital Advisors
Illinois
$153K +$55.9K +4,457 +58%
WS
146
Wedbush Securities
California
$151K – – –
CCM
147
CAAS Capital Management
New York
$151K +$151K +12,000 New
FFA
148
Frazier Financial Advisors
Ohio
$149K +$149K +11,903 New
TI
149
Tidal Investments
Wisconsin
$144K +$14.3K +1,140 +11%
AF
150
Advisornet Financial
Minnesota
$140K -$19.9K -1,584 -12%
4 5
6
7 8