We are live on ! Find out more
AGL icon

Agilon Health

176 hedge funds and large institutions have $9.91B invested in Agilon Health in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

95% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 38

27% more call options, than puts

Call options by funds: $37.8M | Put options by funds: $29.9M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more funds holding

Funds holding: 148176 (+28)

10% more capital invested

Capital invested by funds: $9.02B → $9.91B (+$891M)

0.06% more ownership

Funds ownership: 4.06%4.12% (+0.06%)

Holders
176
Holders Change
+28
Holders Change %
+18.92%
% of All Funds
3.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
45
Increased
74
Reduced
38
Closed
17
Calls
$37.8M
Puts
$29.9M
Net Calls
+$7.95M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CDR
1
Clayton Dubilier & Rice
New York
$4.56B -$272M -453,500 -6%
Morgan Stanley
2
Morgan Stanley
New York
$962M -$48.6M -81,150 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$862M +$46.6M +77,829 +6%
Capital World Investors
4
Capital World Investors
California
$806M +$25.7M +42,893 +3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$543M +$67.1M +112,009 +14%
Vanguard Group
6
Vanguard Group
Pennsylvania
$440M +$57.7M +96,284 +15%
Capital Research Global Investors
7
Capital Research Global Investors
California
$328M +$128M +213,695 +62%
DCP
8
Durable Capital Partners
Maryland
$221M +$57.3M +95,685 +34%
BlackRock
9
BlackRock
New York
$201M +$35.5M +59,212 +21%
RSCM
10
Rock Springs Capital Management
Maryland
$181M +$1.59M +2,660 +0.9%
Brown Advisory
11
Brown Advisory
Maryland
$86.5M +$1.21M +2,016 +1%
State Street
12
State Street
Massachusetts
$69.4M +$15.8M +26,315 +29%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$63.1M +$64.5M +107,754 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$54.6M +$30.6M +51,067 +121%
Deutsche Bank
15
Deutsche Bank
Germany
$29.8M +$6.57M +10,974 +27%
Norges Bank
16
Norges Bank
Norway
$29.1M +$959K +1,602 +3%
Bank of America
17
Bank of America
North Carolina
$27.2M -$1.42M -2,366 -5%
NU
18
Northwestern University
Illinois
$26.1M
Charles Schwab
19
Charles Schwab
California
$25.9M +$19.6M +32,725 +284%
Northern Trust
20
Northern Trust
Illinois
$20.5M +$7.45M +12,441 +55%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$20.4M -$56.3M -94,009 -73%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$20.4M +$1.43M +2,396 +7%
Millennium Management
23
Millennium Management
New York
$19.1M +$10.8M +17,995 +123%
Amundi
24
Amundi
France
$17.1M -$8.19M -13,675 -32%
Goldman Sachs
25
Goldman Sachs
New York
$16.4M +$2.19M +3,656 +15%

AGL Hedge Fund Activity: Q3 2022 in Review

176 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q3 2022, worth a combined $9.91B — up 9.9% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AGL positions and 17 closed out — a net gain of 28 holders — while 74 added to existing stakes and 38 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $128M. The largest seller was Clayton Dubilier & Rice, cutting an estimated $272M.

  • 176 institutional investors held Agilon Health (AGL) as of Q3 2022, up from 148 in Q2 2022.
  • Funds reported $9.91B of Agilon Health stock for Q3 2022, up 9.9% quarter-over-quarter.
  • 45 funds opened new Agilon Health positions in Q3 2022 and 17 closed out, a net change of +28 holders.
  • The largest Agilon Health buyer in Q3 2022 was Capital Research Global Investors, an estimated $128M added.
  • The largest Agilon Health seller in Q3 2022 was Clayton Dubilier & Rice, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2022.