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Agilon Health
AGL

Overview Fund Activity

173 hedge funds and large institutions have $6.96B invested in Agilon Health in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-12
Holders Change %
-6.49%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
35
Increased
63
Reduced
62
Closed
44
Calls
$18.1M
Puts
$13M
Net Calls
+$5.04M
Net Calls Change
-$2.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$753M
2
Capital World Investors
2
Capital World Investors
California
$612M
3
Holocene Advisors
3
Holocene Advisors
New York
$8.67M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$19.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$311M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$620M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
DCP
5
Durable Capital Partners
Maryland
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
151
Covestor
United Kingdom
$9K -$251 -15 -3%
HNB
152
Huntington National Bank
Ohio
$7.15K +$7.15K +443 New
ZB
153
Zions Bancorporation
Utah
$6.05K +$6.05K +375 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$5K +$1.41K +95 +39%
PMFA
155
Plante Moran Financial Advisors
Michigan
$3.5K – – –
Parallax Volatility Advisers
156
Parallax Volatility Advisers
California
$3.07K -$501K -31,030 -99%
PA
157
Parallel Advisors
California
$2.45K +$1.73K +107 +238%
JSAM
158
J. Safra Asset Management
New York
$2K +$2K +171 New
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$1.95K -$5.15K -319 -73%
FWM
160
Focused Wealth Management
New York
$533 +$533 +33 New
JWA
161
JFS Wealth Advisors
Pennsylvania
$339 +$291 +18 +600%
QCG
162
Quadrant Capital Group
Ohio
$323 +$323 +20 New
FWA
163
Freedom Wealth Alliance
Wisconsin
$274 +$274 +17 New
DFCM
164
Dark Forest Capital Management
Puerto Rico
$258 +$258 +16 New
SC
165
Schubert & Co
Texas
$161 +$64 +4 +67%
SIC
166
SJS Investment Consulting
Ohio
$81 +$32 +2 +67%
DI
167
Disciplined Investments
Oklahoma
$32 – – –
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$32 +$32 +2 New
TWD
169
True Wealth Design
Ohio
$16 +$16 +1 New
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
– -$20.4M -871,220 Closed
Millennium Management
171
Millennium Management
New York
– -$19.1M -814,818 Closed
Point72 Asset Management
172
Point72 Asset Management
Connecticut
– -$9.97M -425,839 Closed
PCM
173
Portolan Capital Management
Massachusetts
– -$4.35M -185,797 Closed
PVI
174
Pura Vida Investments
New York
– -$3.51M -150,000 Closed
AG
175
Algert Global
California
– -$2.58M -110,011 Closed
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