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Agilon Health
AGL

177 hedge funds and large institutions have $8.05B invested in Agilon Health in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 41 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $49.5M | Put options by funds: $16M

107% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 41

5% more capital invested

Capital invested by funds: $7.67B → $8.05B (+$373M)

0.2% more ownership

Funds ownership: 4.27% → 4.47% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less funds holding

Funds holding: 185 → 177 (-8)

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

Holders
177
Holders Change
-8
Holders Change %
-4.32%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
85
Reduced
41
Closed
34
Calls
$49.5M
Puts
$16M
Net Calls
+$33.6M
Net Calls Change
+$7.11M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$79.4M
2
Morgan Stanley
Morgan Stanley
New York
+$66.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$57.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$55.2M
5
BlackRock
BlackRock
New York
+$9.58M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$21.4M
2
GCM
Ghisallo Capital Management
Massachusetts
-$17.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$15.3M
4
TC
TwinBeech Capital
New York
-$13.4M
5
Norges Bank
Norges Bank
Norway
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CDR
1
Clayton Dubilier & Rice
New York
$1.78B – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.08B +$11.3K +25 +0%
Capital World Investors
3
Capital World Investors
California
$913M +$1.04M +2,307 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$796M +$66.4M +146,972 +9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$734M +$57.1M +126,484 +8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$504M +$2.01M +4,459 +0.4%
Capital Research Global Investors
7
Capital Research Global Investors
California
$348M +$79.4M +175,672 +29%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$261M +$1.42M +3,153 +0.5%
BlackRock
9
BlackRock
New York
$239M +$9.58M +21,203 +4%
Capital International Investors
10
Capital International Investors
California
$167M +$103K +229 +0.1%
RSCM
11
Rock Springs Capital Management
Maryland
$147M +$181K +400 +0.1%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$123M +$55.2M +122,124 +78%
Artisan Partners
13
Artisan Partners
Wisconsin
$121M -$709K -1,569 -0.6%
DCP
14
Durable Capital Partners
Maryland
$103M -$4.01M -8,885 -4%
State Street
15
State Street
Massachusetts
$82.8M +$7.17M +15,872 +9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$76.4M +$5.22M +11,553 +7%
Brown Advisory
17
Brown Advisory
Maryland
$70.5M +$1.27M +2,813 +2%
Norges Bank
18
Norges Bank
Norway
$50.9M -$12.3M -27,299 -19%
Charles Schwab
19
Charles Schwab
California
$31.9M +$1.27M +2,817 +4%
Bank of America
20
Bank of America
North Carolina
$27.5M -$3.71M -8,209 -12%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$27M +$6.55M +14,503 +31%
Deutsche Bank
22
Deutsche Bank
Germany
$23.9M -$373K -826 -2%
Northern Trust
23
Northern Trust
Illinois
$23.7M +$749K +1,659 +3%
Amundi
24
Amundi
France
$18.7M +$6.93M +15,343 +60%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$18.6M +$1.11M +2,468 +6%
1
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AGL Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q3 2023, worth a combined $8.05B — up 4.9% from $7.67B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of AGL and 27 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 85 added.

The largest buyer was Capital Research Global Investors, adding an estimated $79.4M. The largest seller was Renaissance Technologies, cutting an estimated $21.4M.

  • 177 institutional investors held Agilon Health (AGL) as of Q3 2023, down from 185 in Q2 2023.
  • Funds reported $8.05B of Agilon Health stock for Q3 2023, up 4.9% quarter-over-quarter.
  • 27 funds opened new Agilon Health positions in Q3 2023 and 34 closed out, a net change of -7 holders.
  • The largest Agilon Health buyer in Q3 2023 was Capital Research Global Investors, an estimated $79.4M added.
  • The largest Agilon Health seller in Q3 2023 was Renaissance Technologies, an estimated $21.4M sold.

Based on aggregated 13F filings for Q3 2023.