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Agilon Health
AGL

Overview Fund Activity

200 hedge funds and large institutions have $2.71B invested in Agilon Health in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
47
Increased
69
Reduced
55
Closed
43
Calls
$15.1M
Puts
$15M
Net Calls
+$32K
Net Calls Change
-$15.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$347M
2
Capital International Investors
Capital International Investors
California
$123M
3
Bank of America
Bank of America
North Carolina
$24.7M
4
EGM
Engineers Gate Manager
New York
$6.69M
5
UBS Group
UBS Group
Switzerland
$5.45M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$333M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
3
Capital Research Global Investors
Capital Research Global Investors
California
$4.25M
4
Capital World Investors
Capital World Investors
California
$259M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$11K +$7.88K +1,285 +253%
C
177
Covestor
United Kingdom
$10K -$12.6K -1,979 -56%
GI
178
GAMMA Investing
California
$9.5K +$8.56K +1,403 +911%
LC
179
Lindbrook Capital
California
$9.47K +$7.44K +1,220 +367%
FHA
180
First Horizon Advisors
Tennessee
$7.41K -$5.64K -925 -43%
VanEck Associates
181
VanEck Associates
New York
$6K -$5.29K -813 -47%
AF
182
Allworth Financial
California
$5.33K +$5.33K +874 New
PA
183
Parallel Advisors
California
$4.47K +$4K +656 +852%
JSAM
184
J. Safra Asset Management
New York
$3.53K +$3.53K +579 New
Macquarie Group
185
Macquarie Group
Australia
$3K +$3K +478 New
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$2.97K +$958 +157 +48%
GRP
187
Global Retirement Partners
California
$1.25K +$891 +146 +247%
PFBT
188
Parkside Financial Bank & Trust
Missouri
$1.21K +$1.03K +168 +560%
Mitsubishi UFJ Asset Management
189
Mitsubishi UFJ Asset Management
Japan
$1.12K – – –
VNA
190
Valley National Advisers
Pennsylvania
$1K +$649 +185 +185%
Russell Investments Group
191
Russell Investments Group
United Kingdom
$939 -$9.12K -1,496 -91%
NIC
192
Northwest Investment Counselors
Oregon
$415 +$415 +68 New
Allspring Global Investments
193
Allspring Global Investments
North Carolina
$366 +$366 +60 New
QC
194
Quent Capital
New York
$250 – – –
PWMG
195
Prestige Wealth Management Group
New Jersey
$183 – – –
CA
196
Continuum Advisory
Idaho
$79 +$79 +15 New
Kayne Anderson Rudnick Investment Management
197
Kayne Anderson Rudnick Investment Management
California
$57 – – –
HWA
198
HHM Wealth Advisors
Tennessee
$25 – – –
IA
199
IFP Advisors
Florida
$24 – – –
CFGS
200
Concourse Financial Group Securities
Alabama
$18 +$12 +2 +200%
6 7
8
9 10