We are live on ! Find out more
AGL icon

Agilon Health

132 hedge funds and large institutions have $10.6B invested in Agilon Health in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 17

111% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more funds holding

Funds holding: 102132 (+30)

22% more capital invested

Capital invested by funds: $8.68B → $10.6B (+$1.88B)

4% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $12.9M

0.58% more ownership

Funds ownership: 3.4%3.98% (+0.58%)

Holders
132
Holders Change
+30
Holders Change %
+29.41%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
59
Increased
52
Reduced
17
Closed
28
Calls
$13.4M
Puts
$12.9M
Net Calls
+$560K
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
CDR
1
Clayton Dubilier & Rice
New York
$5.56B
Morgan Stanley
2
Morgan Stanley
New York
$1.16B +$853M +1,402,481 +448%
Capital World Investors
3
Capital World Investors
California
$968M +$100M +164,950 +13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$556M +$226M +371,817 +82%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$452M -$56.5M -92,815 -12%
Vanguard Group
6
Vanguard Group
Pennsylvania
$353M +$169M +277,091 +113%
Capital Research Global Investors
7
Capital Research Global Investors
California
$225M +$63.5M +104,426 +46%
BlackRock
8
BlackRock
New York
$215M -$10.7M -17,524 -5%
RSCM
9
Rock Springs Capital Management
Maryland
$202M +$10.2M +16,800 +6%
DCP
10
Durable Capital Partners
Maryland
$123M -$46M -75,602 -29%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$111M -$12.5M -20,616 -11%
Brown Advisory
12
Brown Advisory
Maryland
$91.6M -$891K -1,465 -1%
State Street
13
State Street
Massachusetts
$44.9M +$21.6M +35,511 +115%
Deutsche Bank
14
Deutsche Bank
Germany
$32.7M +$3.5M +5,753 +13%
Bank of America
15
Bank of America
North Carolina
$31.4M +$27.8M +45,736 +6,214%
NU
16
Northwestern University
Illinois
$30M
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$29.1M -$336K -553 -1%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$28.9M +$26.1M +42,854 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$25.3M +$7.77M +12,774 +52%
Norges Bank
20
Norges Bank
Norway
$22.1M +$19.9M +32,722 New
IM
21
Islet Management
New York
$17.6M
Jennison Associates
22
Jennison Associates
New York
$17M -$293K -481 -2%
Goldman Sachs
23
Goldman Sachs
New York
$16.4M +$14.3M +23,419 +2,707%
Amundi
24
Amundi
France
$13.2M +$14.7M +24,192 +1,695%
N
25
Nuveen
North Carolina
$12.5M +$7M +11,501 +165%

AGL Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q4 2021, worth a combined $10.6B — up 22% from $8.68B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AGL positions and 28 closed out — a net gain of 31 holders — while 52 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $853M. The largest seller was Wellington Management Group, cutting an estimated $56.5M.

  • 132 institutional investors held Agilon Health (AGL) as of Q4 2021, up from 102 in Q3 2021.
  • Funds reported $10.6B of Agilon Health stock for Q4 2021, up 22% quarter-over-quarter.
  • 59 funds opened new Agilon Health positions in Q4 2021 and 28 closed out, a net change of +31 holders.
  • The largest Agilon Health buyer in Q4 2021 was Morgan Stanley, an estimated $853M added.
  • The largest Agilon Health seller in Q4 2021 was Wellington Management Group, an estimated $56.5M sold.

Based on aggregated 13F filings for Q4 2021.