Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Agilon Health Inc (AGL)

1 + Investors. Track Smart Money conviction in AGL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +81
Streak
1Q ▲
Buyers last Q
73%

Smart Money Signals — AGL

Based on 178 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AGL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
178 funds currently hold this stock — 86% of the 3.0-year high of 208 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
26 fewer hedge funds hold AGL compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 73% buying

134 buying49 selling
Last quarter: 134 funds were net buyers (94 opened a brand new position + 40 added to an existing one). Only 49 were sellers (36 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+81 vs last Q)

new funds entering per quarter
Funds opening a new AGL position: 31 → 56 → 13 → 94. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 24% medium ■ 31% new
81 out of 178 hedge funds have held AGL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +1357% but shares only +3% — price-driven

Value
+1356%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +1357%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

34 → 31 → 56 → 13 → 94 new funds/Q
New funds entering each quarter: 31 → 56 → 13 → 94. A growing number of institutions are discovering AGL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 26% newcomers

■ 57% veterans ■ 17% 1-2yr ■ 26% new
Entry-cohort mix of 190 holders: 108 (57%) are 2+ year veterans, 32 entered 1–2 years ago, and 50 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
42 of 177 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in AGL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AGL

In 2026 Q2, 134 hedge funds were net buyers of AGL (94 opened a new position, 40 added to an existing one), while 49 reduced or exited (36 trimmed, 13 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. 44% of total institutional value in AGL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +81 funds (more new holders than closures). Total institutional holders: 178.

Hedge Fund Ownership: AGL

How many hedge funds hold AGL — quarterly history vs. share price
Quarterly hedge fund ownership of AGL vs. share price

Market Analysis: AGL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: AGL
2026 Q3 Stats Unlock in 9 days 1 + Investors

Track Smart Money conviction in AGL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1 4 -75.0%
13F Shares 105K 1M -92.88%
Total Value $11M $4M 188.14%
New Positions 0 1 -1
Increased Positions 0 0 -
Closed Positions 3 190 -187
Reduced Positions 1 2 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AGL

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
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Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

1 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AGL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AGL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clayton, Dubilier & Rice, LLC 47.90% 4,000,000 $428.7M
2 North Peak Capital Management, LLC 17.69% 1,485,066 $159.2M
3 Rubicon Founders LLC 5.75% 105,341 $11.3M
4 Josh Arnold Investment Consultant, LLC 4.92% 73,000 $7.8M
5 Rock Springs Capital Management LP 1.37% 262,600 $28.1M
6 Olympiad Research LP 1.22% 5,489 $588K
7 Durable Capital Partners LP 0.46% 440,642 $47.2M
8 Sierra Summit Advisors LLC 0.37% 31,143 $3.3M
9 Harvest Investment Services, LLC 0.31% 18,585 $2.0M
10 Eversept Partners, LP 0.21% 37,792 $4.1M
11 Atwater Malick LLC 0.18% 7,903 $847K
12 Longaeva Partners L.P. 0.12% 49,741 $5.3M
13 Caerus Investment Advisors, LLC 0.09% 2,562 $275K
14 Campbell & CO Investment Adviser LLC 0.08% 14,754 $1.6M
15 Essential Partners LLC 0.06% 1,219 $131K
16 Fox Run Management, L.L.C. 0.05% 3,006 $322K
17 CHICAGO TRUST Co NA 0.05% 3,314 $355K
18 Rhenman & Partners Asset Management AB 0.05% 5,000 $536K
19 Cambria Investment Management, L.P. 0.04% 8,379 $898K
20 Trexquant Investment LP 0.04% 69,255 $7.4M
21 Prelude Capital Management, LLC 0.04% 5,564 $596K
22 Abel Hall, LLC 0.04% 2,264 $243K
23 Marshall Wace, LLP 0.04% 468,293 $50.2M
24 Mangrove Partners IM, LLC 0.03% 4,379 $469K
25 Ieq Capital, LLC 0.03% 60,530 $6.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Agilon Health Inc (AGL)

What does the Smart Money Trend signal show for AGL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AGL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AGL?

More buyers than sellers — 73% buying: Last quarter: 134 funds were net buyers (94 opened a brand new position + 40 added to an existing one). Only 49 were sellers (36 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AGL holders?

Elite ownership — 44% AUM from top-100 funds: 42 of 177 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in AGL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AGL?

46% of holders stayed for 2+ years: 81 out of 178 hedge funds have held AGL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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