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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 %
JWA
201
JFS Wealth Advisors
Pennsylvania
$48 -$456 -19 -90%
SC
202
Schubert & Co
Texas
$24 -$216 -9 -90%
TWD
203
True Wealth Design
Ohio
$24 – – –
MGIM
204
M&G Investment Management
United Kingdom
– -$2.23M -139,571 Closed
Los Angeles Capital Management
205
Los Angeles Capital Management
California
– -$1.35M -83,409 Closed
Ameriprise
206
Ameriprise
Minnesota
– -$1.3M -80,647 Closed
JAM
207
Jupiter Asset Management
United Kingdom
– -$750K -46,522 Closed
Vontobel Holding
208
Vontobel Holding
Switzerland
– -$729K -45,147 Closed
JF
209
Jump Financial
Illinois
– -$502K -31,075 Closed
VI
210
Versor Investments
New York
– -$399K -24,700 Closed
PTC
211
Petrus Trust Company
Texas
– -$361K -22,348 Closed
Capital Fund Management (CFM)
212
Capital Fund Management (CFM)
France
– -$332K -20,552 Closed
PRC
213
Pearl River Capital
Michigan
– -$247K -15,296 Closed
FRM
214
Fox Run Management
Connecticut
– -$232K -14,350 Closed
Canada Pension Plan Investment Board
215
Canada Pension Plan Investment Board
Ontario, Canada
– -$226K -14,000 Closed
KI
216
Kula Investments
Illinois
– -$224K -13,854 Closed
AIM
217
Aigen Investment Management
New York
– -$211K -13,095 Closed
SAM
218
Shell Asset Management
Netherlands
– -$183K -11,350 Closed
CM
219
Capula Management
Cayman Islands
– -$180K -11,140 Closed
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
– -$176K -10,883 Closed
SSG
221
Summit Securities Group
New York
– -$131K -8,132 Closed
Russell Investments Group
222
Russell Investments Group
United Kingdom
– -$123K -7,596 Closed
QL
223
Quarry LP
New York
– -$13K -805 Closed
NA
224
NewEdge Advisors
Louisiana
– -$10.9K -674 Closed
ZB
225
Zions Bancorporation
Utah
– -$6.05K -375 Closed
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