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Agilon Health

166 hedge funds and large institutions have $6.96B invested in Agilon Health in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $13M

0.07% more ownership

Funds ownership: 4.12%4.19% (+0.07%)

5% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 59

6% less funds holding

Funds holding: 176166 (-10)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

30% less capital invested

Capital invested by funds: $9.91B → $6.96B (-$2.95B)

Holders
166
Holders Change
-10
Holders Change %
-5.68%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
34
Increased
56
Reduced
59
Closed
41
Calls
$18.1M
Puts
$13M
Net Calls
+$5.04M
Net Calls Change
-$2.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CDR
1
Clayton Dubilier & Rice
New York
$3.14B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$753M +$185M +394,532 +27%
Morgan Stanley
3
Morgan Stanley
New York
$620M -$49.4M -105,240 -6%
Capital World Investors
4
Capital World Investors
California
$612M +$65.4M +139,397 +10%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$367M -$8.06M -17,196 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$311M +$8.95M +19,074 +3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$217M -$10.5M -22,401 -4%
DCP
8
Durable Capital Partners
Maryland
$143M -$11M -23,453 -6%
BlackRock
9
BlackRock
New York
$140M +$2.25M +4,801 +1%
RSCM
10
Rock Springs Capital Management
Maryland
$127M +$2.34M +5,000 +2%
Brown Advisory
11
Brown Advisory
Maryland
$60.9M +$1.51M +3,213 +2%
State Street
12
State Street
Massachusetts
$47.8M -$24.4K -52 -0%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$44.2M +$794K +1,693 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$39.8M +$2.6M +5,549 +6%
Norges Bank
15
Norges Bank
Norway
$22.1M +$2.46M +5,243 +11%
Amundi
16
Amundi
France
$19.4M +$5.62M +11,994 +42%
First Trust Advisors
17
First Trust Advisors
Illinois
$19.3M +$9.5M +20,264 +74%
Charles Schwab
18
Charles Schwab
California
$18.7M +$975K +2,080 +5%
NU
19
Northwestern University
Illinois
$18M
Deutsche Bank
20
Deutsche Bank
Germany
$16.1M -$5.13M -10,949 -21%
Bank of America
21
Bank of America
North Carolina
$15.8M -$3.34M -7,125 -15%
Northern Trust
22
Northern Trust
Illinois
$14.3M +$200K +426 +1%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$11.5M -$2.99M -6,373 -18%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$10.8M -$222K -473 -2%
Goldman Sachs
25
Goldman Sachs
New York
$10.1M -$1.41M -3,009 -11%

AGL Hedge Fund Activity: Q4 2022 in Review

166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q4 2022, worth a combined $6.96B — down 30% from $9.91B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AGL and 34 opened new positions — a net loss of 7 holders — while 59 trimmed existing stakes and 56 added.

The largest buyer was Fidelity Investments, adding an estimated $185M. The largest seller was Morgan Stanley, cutting an estimated $49.4M.

  • 166 institutional investors held Agilon Health (AGL) as of Q4 2022, down from 176 in Q3 2022.
  • Funds reported $6.96B of Agilon Health stock for Q4 2022, down 30% quarter-over-quarter.
  • 34 funds opened new Agilon Health positions in Q4 2022 and 41 closed out, a net change of -7 holders.
  • The largest Agilon Health buyer in Q4 2022 was Fidelity Investments, an estimated $185M added.
  • The largest Agilon Health seller in Q4 2022 was Morgan Stanley, an estimated $49.4M sold.

Based on aggregated 13F filings for Q4 2022.