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Agilon Health

176 hedge funds and large institutions have $9.91B invested in Agilon Health in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

95% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 38

27% more call options, than puts

Call options by funds: $37.8M | Put options by funds: $29.9M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more funds holding

Funds holding: 148176 (+28)

10% more capital invested

Capital invested by funds: $9.02B → $9.91B (+$891M)

0.06% more ownership

Funds ownership: 4.06%4.12% (+0.06%)

Holders
176
Holders Change
+28
Holders Change %
+18.92%
% of All Funds
3.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
45
Increased
74
Reduced
38
Closed
17
Calls
$37.8M
Puts
$29.9M
Net Calls
+$7.95M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
O
151
Ossiam
France
$46K +$47.3K +79 New
VanEck Associates
152
VanEck Associates
New York
$45K +$46.1K +77 New
FHA
153
First Horizon Advisors
Tennessee
$38K +$9.58K +16 +32%
IA
154
IFP Advisors
Florida
$38K +$20.4K +34 +227%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$18K -$6.59K -11 -26%
RTC
156
Riverview Trust Company
Washington
$18K
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$16K +$12.6K +21 +300%
BBHC
158
Brown Brothers Harriman & Co
New York
$15K +$15K +25 New
APA
159
American Portfolios Advisors
New York
$14.7K +$15K +25 New
C
160
Covestor
United Kingdom
$13K -$599 -1 -4%
AF
161
Allworth Financial
California
$13K +$13.2K +22 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$10K +$5.39K +9 +100%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$6K +$3.59K +6 +150%
Simplex Trading
164
Simplex Trading
Illinois
$6K +$6.59K +11 New
PMFA
165
Plante Moran Financial Advisors
Michigan
$5K
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$4.58K -$1.04M -1,734 -19%
US Bancorp
167
US Bancorp
Minnesota
$4K +$4.19K +7 New
S
168
SignatureFD
Georgia
$3K +$3.59K +6 New
EI
169
Ellevest Inc
New York
$2K
CAL
170
Capital Advisors Ltd
Ohio
$2K +$1.2K +2 +200%
AssetMark Inc
171
AssetMark Inc
California
$2K +$1.8K +3 New
TAIM
172
TD Ameritrade Investment Management
Nebraska
$2K +$2.4K +4 New
GRP
173
Global Retirement Partners
California
$1K
MAM
174
Meeder Asset Management
Ohio
$1K
PA
175
Parallel Advisors
California
$1K +$1.2K +2 New

AGL Hedge Fund Activity: Q3 2022 in Review

176 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q3 2022, worth a combined $9.91B — up 9.9% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AGL positions and 17 closed out — a net gain of 28 holders — while 74 added to existing stakes and 38 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $128M. The largest seller was Clayton Dubilier & Rice, cutting an estimated $272M.

  • 176 institutional investors held Agilon Health (AGL) as of Q3 2022, up from 148 in Q2 2022.
  • Funds reported $9.91B of Agilon Health stock for Q3 2022, up 9.9% quarter-over-quarter.
  • 45 funds opened new Agilon Health positions in Q3 2022 and 17 closed out, a net change of +28 holders.
  • The largest Agilon Health buyer in Q3 2022 was Capital Research Global Investors, an estimated $128M added.
  • The largest Agilon Health seller in Q3 2022 was Clayton Dubilier & Rice, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2022.