Agilon Health
166 hedge funds and large institutions have $6.96B invested in Agilon Health in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 41 closing their positions.
39% more call options, than puts
Call options by funds: $18.1M | Put options by funds: $13M
0.07% more ownership
Funds ownership: 4.12% → 4.19% (+0.07%)
5% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 59
6% less funds holding
Funds holding: 176 → 166 (-10)
17% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 41
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
30% less capital invested
Capital invested by funds: $9.91B → $6.96B (-$2.95B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$185M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$65.4M |
| 3 |
Holocene Advisors
New York
|
+$9.6M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$9.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$49.4M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$20.4M |
| 3 |
Millennium Management
New York
|
-$19.1M |
| 4 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$11M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$10.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$144K | -157 | Closed |
|
|
RTC
202
Riverview Trust Company
Vancouver,
Washington
| – | -$18K | -31 | Closed |
|
203
Rockefeller Capital Management
New York
| – | -$14.1K | -30 | -97% |
|
|
BBHC
204
Brown Brothers Harriman & Co
New York
| – | -$15K | -25 | Closed |
|
|
AF
205
Allworth Financial
Folsom,
California
| – | -$13K | -22 | Closed |
|
206
Simplex Trading
Chicago,
Illinois
| – | -$5.16K | -11 | Closed |
|
207
AssetMark Inc
Concord,
California
| – | -$2K | -3 | Closed |
|
|
CAL
208
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$2K | -3 | Closed |
|
|
EI
209
Ellevest Inc
New York
| – | -$2K | -3 | Closed |
|
|
GRP
210
Global Retirement Partners
San Rafael,
California
| – | -$1K | -3 | Closed |
|
|
TAIM
211
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$1.41K | -3 | -75% |
|
|
MAM
212
Meeder Asset Management
Dublin,
Ohio
| – | -$1K | -2 | Closed |
|
AGL Hedge Fund Activity: Q4 2022 in Review
166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q4 2022, worth a combined $6.96B — down 30% from $9.91B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of AGL and 34 opened new positions — a net loss of 7 holders — while 59 trimmed existing stakes and 56 added.
The largest buyer was Fidelity Investments, adding an estimated $185M. The largest seller was Morgan Stanley, cutting an estimated $49.4M.
- 166 institutional investors held Agilon Health (AGL) as of Q4 2022, down from 176 in Q3 2022.
- Funds reported $6.96B of Agilon Health stock for Q4 2022, down 30% quarter-over-quarter.
- 34 funds opened new Agilon Health positions in Q4 2022 and 41 closed out, a net change of -7 holders.
- The largest Agilon Health buyer in Q4 2022 was Fidelity Investments, an estimated $185M added.
- The largest Agilon Health seller in Q4 2022 was Morgan Stanley, an estimated $49.4M sold.
Based on aggregated 13F filings for Q4 2022.