We are live on ! Find out more
AGL icon

Agilon Health

209 hedge funds and large institutions have $1.69B invested in Agilon Health in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

20% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $10.2M

4% more funds holding

Funds holding: 201209 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 4.43%4.19% (-0.25%)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

43% less capital invested

Capital invested by funds: $2.98B → $1.69B (-$1.29B)

Holders
209
Holders Change
+8
Holders Change %
+3.98%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
63
Reduced
65
Closed
34
Calls
$12.2M
Puts
$10.2M
Net Calls
+$2.04M
Net Calls Change
-$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$448
JSAM
202
J. Safra Asset Management
New York
$363 -$21.2K -164 -98%
FFA
203
Farther Finance Advisors
California
$295 +$129 +1 +50%
NIC
204
Northwest Investment Counselors
Oregon
$267 +$387 +3 New
CAM
205
Creekmur Asset Management
Illinois
$165 +$258 +2 New
PWMG
206
Prestige Wealth Management Group
New Jersey
$118
CPA
207
Capital Performance Advisors
California
$71 +$129 +1 New
Kayne Anderson Rudnick Investment Management
208
Kayne Anderson Rudnick Investment Management
California
$37
FPFS
209
First Personal Financial Services
North Carolina
$32
CA
210
Continuum Advisory
Idaho
$29
HWA
211
HHM Wealth Advisors
Tennessee
$16
CFGS
212
Concourse Financial Group Securities
Alabama
$15
BIG
213
Brooklyn Investment Group
New York
$8
ITP
214
Iron Triangle Partners
Connecticut
-$16.5M -100,777 Closed
Capital Research Global Investors
215
Capital Research Global Investors
California
-$4.56M -27,895 Closed
SCM
216
Steadfast Capital Management
New York
-$3.41M -20,840 Closed
AACP
217
Advantage Alpha Capital Partners
California
-$2.38M -14,559 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
218
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.85M -11,308 Closed
ECU
219
Eisler Capital (US)
New York
-$1.27M -7,741 Closed
TI
220
Trexquant Investment
Connecticut
-$1.2M -7,370 Closed
NICM
221
Neo Ivy Capital Management
New York
-$1.01M -6,153 Closed
SEC
222
Seven Eight Capital
New York
-$927K -5,669 Closed
AC
223
AXQ Capital
New Jersey
-$916K -5,601 Closed
TD Asset Management
224
TD Asset Management
Ontario, Canada
-$569K -3,477 Closed
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
-$404K -2,467 Closed

AGL Hedge Fund Activity: Q3 2024 in Review

209 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q3 2024, worth a combined $1.69B — down 43% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AGL positions and 34 closed out — a net gain of 9 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $22.7M. The largest seller was Fidelity Investments, cutting an estimated $148M.

  • 209 institutional investors held Agilon Health (AGL) as of Q3 2024, up from 201 in Q2 2024.
  • Funds reported $1.69B of Agilon Health stock for Q3 2024, down 43% quarter-over-quarter.
  • 43 funds opened new Agilon Health positions in Q3 2024 and 34 closed out, a net change of +9 holders.
  • The largest Agilon Health buyer in Q3 2024 was Goldman Sachs, an estimated $22.7M added.
  • The largest Agilon Health seller in Q3 2024 was Fidelity Investments, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2024.