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Agilon Health

201 hedge funds and large institutions have $2.98B invested in Agilon Health in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $22M | Put options by funds: $13.1M

44% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 52

13% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $2.71B → $2.98B (+$269M)

2% more funds holding

Funds holding: 198201 (+3)

0.1% more ownership

Funds ownership: 4.34%4.43% (+0.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
75
Reduced
52
Closed
40
Calls
$22M
Puts
$13.1M
Net Calls
+$8.95M
Net Calls Change
+$8.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CDR
1
Clayton Dubilier & Rice
New York
$654M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$372M -$25.7M -180,158 -7%
Morgan Stanley
3
Morgan Stanley
New York
$369M +$10.3M +72,604 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$362M -$8.3M -58,274 -3%
Capital World Investors
5
Capital World Investors
California
$336M +$50.9M +356,978 +21%
Vanguard Group
6
Vanguard Group
Pennsylvania
$201M +$9.88M +69,385 +6%
BlackRock
7
BlackRock
New York
$152M +$52.6M +369,116 +66%
Capital International Investors
8
Capital International Investors
California
$81.4M -$44.2M -310,152 -38%
RSCM
9
Rock Springs Capital Management
Maryland
$58.2M +$370K +2,600 +0.7%
State Street
10
State Street
Massachusetts
$47.3M +$11.7M +81,963 +40%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$44.5M +$12.3M +86,200 +46%
Bank of America
12
Bank of America
North Carolina
$31.2M +$4.07M +28,541 +18%
Charles Schwab
13
Charles Schwab
California
$21M +$5.74M +40,302 +46%
Millennium Management
14
Millennium Management
New York
$18.4M +$7.96M +55,850 +99%
ITP
15
Iron Triangle Partners
Connecticut
$16.5M +$14.4M +100,777 New
Deutsche Bank
16
Deutsche Bank
Germany
$12.1M +$3.11M +21,856 +42%
Citadel Advisors
17
Citadel Advisors
Florida
$9.53M +$8.08M +56,711 +3,583%
Northern Trust
18
Northern Trust
Illinois
$9.21M +$809K +5,676 +11%
AQR Capital Management
19
AQR Capital Management
Connecticut
$8.87M +$7.5M +52,680 +3,338%
Goldman Sachs
20
Goldman Sachs
New York
$8.7M +$4.04M +28,356 +114%
Tudor Investment Corp
21
Tudor Investment Corp
Connecticut
$8.18M +$153K +1,075 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.25M +$996K +6,995 +19%
N
23
Nuveen
North Carolina
$7.04M -$727K -5,101 -11%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$6.81M -$3.56M -25,001 -38%
Barclays
25
Barclays
United Kingdom
$6.63M +$3.12M +21,870 +117%

AGL Hedge Fund Activity: Q2 2024 in Review

201 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q2 2024, worth a combined $2.98B — up 9.9% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AGL positions and 40 closed out — a net gain of 5 holders — while 75 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $52.6M. The largest seller was Capital International Investors, cutting an estimated $44.2M.

  • 201 institutional investors held Agilon Health (AGL) as of Q2 2024, up from 198 in Q1 2024.
  • Funds reported $2.98B of Agilon Health stock for Q2 2024, up 9.9% quarter-over-quarter.
  • 45 funds opened new Agilon Health positions in Q2 2024 and 40 closed out, a net change of +5 holders.
  • The largest Agilon Health buyer in Q2 2024 was BlackRock, an estimated $52.6M added.
  • The largest Agilon Health seller in Q2 2024 was Capital International Investors, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2024.