We are live on ! Find out more
AGL icon

Agilon Health
AGL

177 hedge funds and large institutions have $8.05B invested in Agilon Health in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 41 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $49.5M | Put options by funds: $16M

107% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 41

5% more capital invested

Capital invested by funds: $7.67B → $8.05B (+$373M)

0.2% more ownership

Funds ownership: 4.27% → 4.47% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less funds holding

Funds holding: 185 → 177 (-8)

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

Holders
177
Holders Change
-8
Holders Change %
-4.32%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
85
Reduced
41
Closed
34
Calls
$49.5M
Puts
$16M
Net Calls
+$33.6M
Net Calls Change
+$7.11M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$79.4M
2
Morgan Stanley
Morgan Stanley
New York
+$66.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$57.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$55.2M
5
BlackRock
BlackRock
New York
+$9.58M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$21.4M
2
GCM
Ghisallo Capital Management
Massachusetts
-$17.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$15.3M
4
TC
TwinBeech Capital
New York
-$13.4M
5
Norges Bank
Norges Bank
Norway
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
151
Blue Trust Inc
Georgia
$38K +$39.3K +87 New
FHA
152
First Horizon Advisors
Tennessee
$36.3K +$1.35K +3 +4%
S
153
SignatureFD
Georgia
$29.7K +$12.7K +28 +72%
US Bancorp
154
US Bancorp
Minnesota
$29.2K +$2.71K +6 +10%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$28K +$12.7K +28 +80%
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$19.5K +$452 +1 +2%
HNB
157
Huntington National Bank
Ohio
$19K -$7.68K -17 -28%
QCG
158
Quadrant Capital Group
Ohio
$18.9K +$16.3K +36 +514%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$16.8K +$1.35K +3 +9%
Loomis, Sayles & Company
160
Loomis, Sayles & Company
Massachusetts
$9K +$6.78K +15 +300%
CI Investments Inc
161
CI Investments Inc
Ontario, Canada
$6K -$74.5K -165 -93%
BWS
162
Buck Wealth Strategies
Colorado
$4.62K – – –
PA
163
Parallel Advisors
California
$4.08K +$1.35K +3 +50%
Mitsubishi UFJ Asset Management
164
Mitsubishi UFJ Asset Management
Japan
$3.27K +$3.16K +7 New
JSAM
165
J. Safra Asset Management
New York
$3.04K – – –
VNA
166
Valley National Advisers
Pennsylvania
$2K +$1.35K +3 New
HI
167
Harbour Investments
Wisconsin
$1.37K +$1.35K +3 New
QC
168
Quent Capital
New York
$1.28K +$452 +1 +50%
NIC
169
Northwest Investment Counselors
Oregon
$1.21K +$1.35K +3 New
GRP
170
Global Retirement Partners
California
$1.09K +$904 +2 New
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$1.07K – – –
GWS
172
Glassman Wealth Services
Virginia
$995 -$904 -2 -50%
FFA
173
Farther Finance Advisors
California
$817 +$904 +2 New
AF
174
Allworth Financial
California
$675 +$904 +2 New
LC
175
Lindbrook Capital
California
$622 – – –
5 6
7
8 9

AGL Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q3 2023, worth a combined $8.05B — up 4.9% from $7.67B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of AGL and 27 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 85 added.

The largest buyer was Capital Research Global Investors, adding an estimated $79.4M. The largest seller was Renaissance Technologies, cutting an estimated $21.4M.

  • 177 institutional investors held Agilon Health (AGL) as of Q3 2023, down from 185 in Q2 2023.
  • Funds reported $8.05B of Agilon Health stock for Q3 2023, up 4.9% quarter-over-quarter.
  • 27 funds opened new Agilon Health positions in Q3 2023 and 34 closed out, a net change of -7 holders.
  • The largest Agilon Health buyer in Q3 2023 was Capital Research Global Investors, an estimated $79.4M added.
  • The largest Agilon Health seller in Q3 2023 was Renaissance Technologies, an estimated $21.4M sold.

Based on aggregated 13F filings for Q3 2023.