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Agilon Health
AGL

193 hedge funds and large institutions have $6.2B invested in Agilon Health in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $14.2M

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

9% more funds holding

Funds holding: 177 → 193 (+16)

7% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 59

0.4% more ownership

Funds ownership: 4.47% → 4.87% (+0.4%)

23% less capital invested

Capital invested by funds: $8.05B → $6.2B (-$1.85B)

Holders
193
Holders Change
+16
Holders Change %
+9.04%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
63
Reduced
59
Closed
28
Calls
$30.2M
Puts
$14.2M
Net Calls
+$16M
Net Calls Change
-$17.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$646M
2
Capital World Investors
Capital World Investors
California
+$55.2M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$46.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$26M
5
Millennium Management
Millennium Management
New York
+$25.1M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$121M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$74.1M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$71.9M
4
DCP
Durable Capital Partners
Maryland
-$53.9M
5
Norges Bank
Norges Bank
Norway
-$9.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
CDR
1
Clayton Dubilier & Rice
New York
$1.25B – – –
Morgan Stanley
2
Morgan Stanley
New York
$1.12B +$646M +1,786,139 +100%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$763M +$362 +1 +0%
Capital World Investors
4
Capital World Investors
California
$693M +$55.2M +152,529 +7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$534M +$17.2M +47,650 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$359M +$3.2M +8,839 +0.8%
Capital Research Global Investors
7
Capital Research Global Investors
California
$184M -$71.9M -198,780 -25%
BlackRock
8
BlackRock
New York
$172M +$4.05M +11,190 +2%
Capital International Investors
9
Capital International Investors
California
$137M +$22M +60,879 +16%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$127M +$46.3M +127,803 +46%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$120M -$74.1M -204,613 -35%
RSCM
12
Rock Springs Capital Management
Maryland
$108M +$4.89M +13,500 +4%
State Street
13
State Street
Massachusetts
$63.3M +$5.51M +15,228 +8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$56.3M +$2.75M +7,604 +4%
Brown Advisory
15
Brown Advisory
Maryland
$51.3M +$1.69M +4,667 +3%
Norges Bank
16
Norges Bank
Norway
$27.9M -$9.33M -25,788 -22%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$27.6M +$26M +71,729 +441%
DCP
18
Durable Capital Partners
Maryland
$26.2M -$53.9M -148,970 -64%
Millennium Management
19
Millennium Management
New York
$25.6M +$25.1M +69,277 +562%
Charles Schwab
20
Charles Schwab
California
$23.2M +$721K +1,991 +3%
DG
21
Daventry Group
New York
$18.9M +$21.8M +60,337 New
Deutsche Bank
22
Deutsche Bank
Germany
$17.1M +$263K +726 +1%
Northern Trust
23
Northern Trust
Illinois
$16.4M -$329K -910 -2%
Bank of America
24
Bank of America
North Carolina
$16.1M -$3.93M -10,860 -18%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$13.2M +$83.6K +231 +0.6%
1
2 3 4 5

AGL Hedge Fund Activity: Q4 2023 in Review

193 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q4 2023, worth a combined $6.2B — down 23% from $8.05B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AGL positions and 28 closed out — a net gain of 17 holders — while 63 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $646M. The largest seller was Artisan Partners, exiting entirely with an estimated $121M sold.

  • 193 institutional investors held Agilon Health (AGL) as of Q4 2023, up from 177 in Q3 2023.
  • Funds reported $6.2B of Agilon Health stock for Q4 2023, down 23% quarter-over-quarter.
  • 45 funds opened new Agilon Health positions in Q4 2023 and 28 closed out, a net change of +17 holders.
  • The largest Agilon Health buyer in Q4 2023 was Morgan Stanley, an estimated $646M added.
  • The largest Agilon Health seller in Q4 2023 was Artisan Partners, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2023.