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Agilon Health

148 hedge funds and large institutions have $9.02B invested in Agilon Health in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 22

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 121148 (+27)

0.08% more ownership

Funds ownership: 3.99%4.06% (+0.08%)

11% less capital invested

Capital invested by funds: $10.1B → $9.02B (-$1.11B)

35% less call options, than puts

Call options by funds: $18.4M | Put options by funds: $28.4M

Holders
148
Holders Change
+27
Holders Change %
+22.31%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
44
Increased
70
Reduced
22
Closed
15
Calls
$18.4M
Puts
$28.4M
Net Calls
-$9.97M
Net Calls Change
-$8.69M
Name Holding Trade Value Shares
Change
Change in
Stake
CDR
1
Clayton Dubilier & Rice
New York
$4.5B
Morgan Stanley
2
Morgan Stanley
New York
$941M -$25.8M -50,935 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$761M +$91.3M +180,480 +15%
Capital World Investors
4
Capital World Investors
California
$728M -$59.9M -118,447 -8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$445M +$36.4M +71,878 +10%
Vanguard Group
6
Vanguard Group
Pennsylvania
$357M +$63.3M +125,114 +24%
Capital Research Global Investors
7
Capital Research Global Investors
California
$189M -$24.7M -48,867 -12%
RSCM
8
Rock Springs Capital Management
Maryland
$168M +$829K +1,640 +0.5%
BlackRock
9
BlackRock
New York
$155M +$16.3M +32,280 +13%
DCP
10
Durable Capital Partners
Maryland
$154M +$81.9M +161,899 +135%
Brown Advisory
11
Brown Advisory
Maryland
$79.6M +$280K +554 +0.4%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$70.4M -$3.8M -7,508 -6%
State Street
13
State Street
Massachusetts
$50.3M +$8.92M +17,641 +24%
Amundi
14
Amundi
France
$27.4M +$6.51M +12,869 +44%
Bank of America
15
Bank of America
North Carolina
$26.6M +$966K +1,910 +4%
Norges Bank
16
Norges Bank
Norway
$26.2M +$4.61M +9,117 +23%
NU
17
Northwestern University
Illinois
$24.3M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$23M +$1.23M +2,425 +6%
Deutsche Bank
19
Deutsche Bank
Germany
$21.8M -$2.31M -4,566 -10%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$17.7M +$2.21M +4,371 +16%
Goldman Sachs
21
Goldman Sachs
New York
$13.3M +$1.7M +3,353 +16%
Northern Trust
22
Northern Trust
Illinois
$12.3M +$3.08M +6,080 +37%
N
23
Nuveen
North Carolina
$11M +$730K +1,444 +8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$10.4M +$1.77M +3,502 +22%
Swiss National Bank
25
Swiss National Bank
Switzerland
$10.4M +$9.67M +19,112 New

AGL Hedge Fund Activity: Q2 2022 in Review

148 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q2 2022, worth a combined $9.02B — down 11% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AGL positions and 15 closed out — a net gain of 29 holders — while 70 added to existing stakes and 22 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $91.3M. The largest seller was Capital World Investors, cutting an estimated $59.9M.

  • 148 institutional investors held Agilon Health (AGL) as of Q2 2022, up from 121 in Q1 2022.
  • Funds reported $9.02B of Agilon Health stock for Q2 2022, down 11% quarter-over-quarter.
  • 44 funds opened new Agilon Health positions in Q2 2022 and 15 closed out, a net change of +29 holders.
  • The largest Agilon Health buyer in Q2 2022 was Fidelity Investments, an estimated $91.3M added.
  • The largest Agilon Health seller in Q2 2022 was Capital World Investors, an estimated $59.9M sold.

Based on aggregated 13F filings for Q2 2022.