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Agilon Health
AGL

Overview Fund Activity

205 hedge funds and large institutions have $10.6B invested in Agilon Health in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+32
Holders Change %
+18.5%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
60
Increased
71
Reduced
57
Closed
26
Calls
$55.1M
Puts
$37.6M
Net Calls
+$17.6M
Net Calls Change
+$12.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.3B
2
Capital World Investors
2
Capital World Investors
California
$1.01B
3
Capital International Investors
3
Capital International Investors
California
$84M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$80.1M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$54.7M

Top Sellers

1
DCP
1
Durable Capital Partners
Maryland
$131M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$483M
3
Morgan Stanley
3
Morgan Stanley
New York
$870M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$8.09M
5
Holocene Advisors
5
Holocene Advisors
New York
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$36.9K +$10.8K +453 +41%
Point72 Asset Management
177
Point72 Asset Management
Connecticut
$35.6K +$35.6K +1,501 New
S
178
SignatureFD
Georgia
$27.2K +$9.98K +420 +58%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$17K -$237 -10 -1%
C
180
Covestor
United Kingdom
$13K +$48 +2 +0.4%
BAM
181
Belpointe Asset Management
Nevada
$12.4K +$12.4K +524 New
HNB
182
Huntington National Bank
Ohio
$10.5K – – –
BWS
183
Buck Wealth Strategies
Colorado
$6.18K +$6.18K +260 New
PA
184
Parallel Advisors
California
$5.87K +$2.26K +95 +63%
PMFA
185
Plante Moran Financial Advisors
Michigan
$5.15K – – –
LC
186
Lindbrook Capital
California
$4.56K +$4.56K +192 New
JSAM
187
J. Safra Asset Management
New York
$4.06K – – –
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$4K -$4.9K -185 -55%
AAS
189
Ameritas Advisory Services
Nebraska
$3.05K +$3.05K +122 New
QCG
190
Quadrant Capital Group
Ohio
$2.85K +$2.38K +100 +500%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$2.26K -$618 -26 -21%
EI
192
Ellevest Inc
New York
$1.66K +$1.66K +70 New
IA
193
IFP Advisors
Florida
$1.46K -$24.7K -796 -94%
TAIM
194
TD Ameritrade Investment Management
Nebraska
$1K – – –
QC
195
Quent Capital
New York
$926 +$926 +39 New
GWS
196
Glassman Wealth Services
Virginia
$808 +$808 +34 New
GRP
197
Global Retirement Partners
California
$664 +$664 +28 New
AF
198
Allworth Financial
California
$333 +$333 +14 New
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$190 +$143 +6 +300%
DI
200
Disciplined Investments
Oklahoma
$119 +$71 +3 +150%
6 7
8
9 10