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Agilon Health

198 hedge funds and large institutions have $2.71B invested in Agilon Health in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 55 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 55

14% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 42

3% more funds holding

Funds holding: 193198 (+5)

0% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $15M

0.53% less ownership

Funds ownership: 4.87%4.34% (-0.53%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

56% less capital invested

Capital invested by funds: $6.2B → $2.71B (-$3.49B)

Holders
198
Holders Change
+5
Holders Change %
+2.59%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
48
Increased
69
Reduced
55
Closed
42
Calls
$15.1M
Puts
$15M
Net Calls
+$32K
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CDR
1
Clayton Dubilier & Rice
New York
$610M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$375M +$4.32M +25,939 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$347M +$95.3M +573,022 +34%
Morgan Stanley
4
Morgan Stanley
New York
$333M -$232M -1,394,989 -39%
Capital World Investors
5
Capital World Investors
California
$259M -$85.3M -512,829 -23%
Vanguard Group
6
Vanguard Group
Pennsylvania
$177M +$2.47M +14,862 +1%
Capital International Investors
7
Capital International Investors
California
$123M +$61.7M +370,532 +85%
BlackRock
8
BlackRock
New York
$85.4M +$1.77M +10,636 +2%
RSCM
9
Rock Springs Capital Management
Maryland
$53.9M +$1.36M +8,200 +2%
State Street
10
State Street
Massachusetts
$31.6M +$952K +5,724 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$28.4M +$1.1M +6,587 +4%
Bank of America
12
Bank of America
North Carolina
$24.7M +$18.5M +111,092 +217%
Brown Advisory
13
Brown Advisory
Maryland
$15.5M -$10.3M -61,811 -38%
Charles Schwab
14
Charles Schwab
California
$13.5M +$2.4M +14,407 +20%
DG
15
Daventry Group
New York
$10.7M +$1.61M +9,673 +16%
Norges Bank
16
Norges Bank
Norway
$10.5M -$3.3M -19,811 -22%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$10.2M -$56.4M -338,965 -84%
Millennium Management
18
Millennium Management
New York
$8.62M -$4.17M -25,076 -31%
Deutsche Bank
19
Deutsche Bank
Germany
$7.94M -$401K -2,413 -4%
Northern Trust
20
Northern Trust
Illinois
$7.72M -$293K -1,762 -3%
Tudor Investment Corp
21
Tudor Investment Corp
Connecticut
$7.47M +$4.28M +25,708 +111%
N
22
Nuveen
North Carolina
$7.34M +$1.37M +8,244 +21%
EGM
23
Engineers Gate Manager
New York
$6.69M +$7.06M +42,460 +2,949%
DCP
24
Durable Capital Partners
Maryland
$5.95M -$7.41M -44,525 -53%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$5.7M -$780K -4,685 -11%

AGL Hedge Fund Activity: Q1 2024 in Review

198 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q1 2024, worth a combined $2.71B — down 56% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AGL positions and 42 closed out — a net gain of 6 holders — while 69 added to existing stakes and 55 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $95.3M. The largest seller was Morgan Stanley, cutting an estimated $232M.

  • 198 institutional investors held Agilon Health (AGL) as of Q1 2024, up from 193 in Q4 2023.
  • Funds reported $2.71B of Agilon Health stock for Q1 2024, down 56% quarter-over-quarter.
  • 48 funds opened new Agilon Health positions in Q1 2024 and 42 closed out, a net change of +6 holders.
  • The largest Agilon Health buyer in Q1 2024 was Wellington Management Group, an estimated $95.3M added.
  • The largest Agilon Health seller in Q1 2024 was Morgan Stanley, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2024.