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Agilon Health

209 hedge funds and large institutions have $1.69B invested in Agilon Health in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

20% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $10.2M

4% more funds holding

Funds holding: 201209 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 4.43%4.19% (-0.25%)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

43% less capital invested

Capital invested by funds: $2.98B → $1.69B (-$1.29B)

Holders
209
Holders Change
+8
Holders Change %
+3.98%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
63
Reduced
65
Closed
34
Calls
$12.2M
Puts
$10.2M
Net Calls
+$2.04M
Net Calls Change
-$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CDR
1
Clayton Dubilier & Rice
New York
$393M
Morgan Stanley
2
Morgan Stanley
New York
$221M -$934K -7,232 -0.3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$208M -$12.9M -99,845 -5%
Capital World Investors
4
Capital World Investors
California
$190M -$15.3M -118,169 -6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$121M +$812K +6,288 +0.5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$111M -$148M -1,148,520 -50%
BlackRock
7
BlackRock
New York
$93.8M +$3.31M +25,607 +3%
Capital International Investors
8
Capital International Investors
California
$51M +$2.8M +21,658 +4%
RSCM
9
Rock Springs Capital Management
Maryland
$35.8M +$1.02M +7,872 +2%
State Street
10
State Street
Massachusetts
$29.3M +$1.11M +8,629 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$27.1M +$439K +3,396 +1%
Goldman Sachs
12
Goldman Sachs
New York
$22.5M +$22.7M +176,023 +331%
Bank of America
13
Bank of America
North Carolina
$19.8M +$1.33M +10,333 +5%
Charles Schwab
14
Charles Schwab
California
$12M -$885K -6,854 -5%
Northern Trust
15
Northern Trust
Illinois
$10.3M +$6.27M +48,552 +86%
Norges Bank
16
Norges Bank
Norway
$9.97M +$8.62M +66,753 +192%
Millennium Management
17
Millennium Management
New York
$9.85M -$1.57M -12,123 -11%
Citadel Advisors
18
Citadel Advisors
Florida
$8.28M +$3.35M +25,963 +45%
Deutsche Bank
19
Deutsche Bank
Germany
$8.2M +$1.23M +9,561 +13%
Citigroup
20
Citigroup
New York
$7.97M +$10M +77,680 +2,252%
N
21
Nuveen
North Carolina
$6.95M +$3.58M +27,737 +64%
Tudor Investment Corp
22
Tudor Investment Corp
Connecticut
$6.02M +$1.45M +11,240 +22%
JP Morgan Chase
23
JP Morgan Chase
New York
$5.56M +$4.84M +37,484 +196%
Barclays
24
Barclays
United Kingdom
$4.83M +$1.11M +8,593 +21%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.35M -$1.33M -10,279 -23%

AGL Hedge Fund Activity: Q3 2024 in Review

209 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Agilon Health (AGL) for Q3 2024, worth a combined $1.69B — down 43% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AGL positions and 34 closed out — a net gain of 9 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $22.7M. The largest seller was Fidelity Investments, cutting an estimated $148M.

  • 209 institutional investors held Agilon Health (AGL) as of Q3 2024, up from 201 in Q2 2024.
  • Funds reported $1.69B of Agilon Health stock for Q3 2024, down 43% quarter-over-quarter.
  • 43 funds opened new Agilon Health positions in Q3 2024 and 34 closed out, a net change of +9 holders.
  • The largest Agilon Health buyer in Q3 2024 was Goldman Sachs, an estimated $22.7M added.
  • The largest Agilon Health seller in Q3 2024 was Fidelity Investments, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2024.