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Agilon Health

198 hedge funds and large institutions have $10.6B invested in Agilon Health in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 26

53% more capital invested

Capital invested by funds: $6.96B → $10.6B (+$3.67B)

47% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $37.6M

26% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 54

19% more funds holding

Funds holding: 166198 (+32)

0.14% more ownership

Funds ownership: 4.19%4.33% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
198
Holders Change
+32
Holders Change %
+19.28%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
60
Increased
68
Reduced
54
Closed
26
Calls
$55.1M
Puts
$37.6M
Net Calls
+$17.6M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CDR
1
Clayton Dubilier & Rice
New York
$4.62B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.3B +$179M +319,417 +17%
Capital World Investors
3
Capital World Investors
California
$1.01B +$101M +180,700 +12%
Morgan Stanley
4
Morgan Stanley
New York
$870M -$40.8M -72,896 -5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$483M -$53.8M -95,970 -11%
Vanguard Group
6
Vanguard Group
Pennsylvania
$457M -$250K -446 -0.1%
Capital Research Global Investors
7
Capital Research Global Investors
California
$310M -$8.63M -15,401 -3%
BlackRock
8
BlackRock
New York
$207M +$803K +1,433 +0.4%
RSCM
9
Rock Springs Capital Management
Maryland
$187M +$224K +400 +0.1%
DCP
10
Durable Capital Partners
Maryland
$131M -$74.8M -133,583 -38%
Brown Advisory
11
Brown Advisory
Maryland
$90.5M +$755K +1,348 +0.9%
Capital International Investors
12
Capital International Investors
California
$84M +$79.2M +141,490 New
Artisan Partners
13
Artisan Partners
Wisconsin
$80.1M +$75.6M +134,920 New
State Street
14
State Street
Massachusetts
$72M +$1.61M +2,879 +2%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$63.8M -$1.16M -2,068 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$60.6M +$1.89M +3,373 +3%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$54.7M +$35.6M +63,617 +223%
Bank of America
18
Bank of America
North Carolina
$33.2M +$9.3M +16,597 +42%
Norges Bank
19
Norges Bank
Norway
$30.3M -$2.13M -3,797 -7%
Deutsche Bank
20
Deutsche Bank
Germany
$28.5M +$4.43M +7,906 +20%
Charles Schwab
21
Charles Schwab
California
$27.8M +$237K +424 +0.9%
Amundi
22
Amundi
France
$27.6M +$1.15M +2,060 +5%
NU
23
Northwestern University
Illinois
$26.4M
HF
24
HRT Financial
New York
$22.6M +$21.3M +37,986 New
Northern Trust
25
Northern Trust
Illinois
$21.8M +$709K +1,265 +4%

AGL Hedge Fund Activity: Q1 2023 in Review

198 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q1 2023, worth a combined $10.6B — up 53% from $6.96B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AGL positions and 26 closed out — a net gain of 34 holders — while 68 added to existing stakes and 54 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $179M. The largest seller was Durable Capital Partners, cutting an estimated $74.8M.

  • 198 institutional investors held Agilon Health (AGL) as of Q1 2023, up from 166 in Q4 2022.
  • Funds reported $10.6B of Agilon Health stock for Q1 2023, up 53% quarter-over-quarter.
  • 60 funds opened new Agilon Health positions in Q1 2023 and 26 closed out, a net change of +34 holders.
  • The largest Agilon Health buyer in Q1 2023 was Fidelity Investments, an estimated $179M added.
  • The largest Agilon Health seller in Q1 2023 was Durable Capital Partners, an estimated $74.8M sold.

Based on aggregated 13F filings for Q1 2023.