Agilon Health
132 hedge funds and large institutions have $10.6B invested in Agilon Health in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 28 closing their positions.
206% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 17
111% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 28
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
29% more funds holding
Funds holding: 102 → 132 (+30)
22% more capital invested
Capital invested by funds: $8.68B → $10.6B (+$1.88B)
4% more call options, than puts
Call options by funds: $13.4M | Put options by funds: $12.9M
0.58% more ownership
Funds ownership: 3.4% → 3.98% (+0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$853M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$226M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$169M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$100M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$63.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$56.5M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$46M |
| 3 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$26.2M |
| 4 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
-$21M |
| 5 |
ICM
Indaba Capital Management
San Francisco,
California
|
-$13.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EGM
151
Engineers Gate Manager
New York
| – | -$554K | -846 | Closed |
|
|
QT
152
Quantbot Technologies
New York
| – | -$465K | -710 | Closed |
|
153
Man Group
London,
United Kingdom
| – | -$391K | -596 | Closed |
|
|
JF
154
Jump Financial
Chicago,
Illinois
| – | -$387K | -591 | Closed |
|
|
SIM
155
Stratos Investment Management
Beachwood,
Ohio
| – | -$286K | -436 | Closed |
|
|
BAM
156
Blueshift Asset Management
Red Bank,
New Jersey
| – | -$270K | -412 | Closed |
|
157
Group One Trading
Chicago,
Illinois
| – | -$39.6K | -65 | Closed |
|
|
LSA
158
Leonteq Securities AG
Zurich,
Switzerland
| – | -$18.1K | -28 | Closed |
|
|
MCM
159
Manchester Capital Management
Manchester,
Vermont
| – | -$1K | -2 | Closed |
|
160
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$608 | +1 | New |
|
AGL Hedge Fund Activity: Q4 2021 in Review
132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q4 2021, worth a combined $10.6B — up 22% from $8.68B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new AGL positions and 28 closed out — a net gain of 31 holders — while 52 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $853M. The largest seller was Wellington Management Group, cutting an estimated $56.5M.
- 132 institutional investors held Agilon Health (AGL) as of Q4 2021, up from 102 in Q3 2021.
- Funds reported $10.6B of Agilon Health stock for Q4 2021, up 22% quarter-over-quarter.
- 59 funds opened new Agilon Health positions in Q4 2021 and 28 closed out, a net change of +31 holders.
- The largest Agilon Health buyer in Q4 2021 was Morgan Stanley, an estimated $853M added.
- The largest Agilon Health seller in Q4 2021 was Wellington Management Group, an estimated $56.5M sold.
Based on aggregated 13F filings for Q4 2021.