Agilon Health

AGL • NYSE

Agilon Health is a medical - care facilities company in the healthcare sector on NYSE, led by Jeffrey A. Schwaneke and Benjamin Shaker, with a market cap of $298.1M. As of Q3 2025, 92% of shares are held by 185 institutional investors, with Clayton, Dubilier & Rice, LLC as the largest holder at 24.13%.

interim principal executive officersJeffrey A. Schwaneke and Benjamin Shaker

Market Cap$298.1M

Medical - Care Facilities

Healthcare

Employees1.1K

Websiteagilonhealth.com

Country

United States of America

Overview

Overview of institutional ownership in AGL as of Q3 2025 with a market cap of $426.9M

All Institutions

Institutions: 185
Value Held: $393.1M
Shares Held: 381.6M
Avg Position: $2.1M
Median Position: $52.7K

Hedge Funds

Hedge Funds: 24
Value Held: $73.5M
Shares Held: 71.4M
Avg Position: $3.1M
Median Position: $396.3K

Ownership Breakdown

Institutional (non-HF)

74.87%

$319.6M

Hedge Funds

17.22%

$73.5M

Retail & Other

7.91%

$33.8M

Based on market cap of $426.9M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AGL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Clayton, Dubilier & Rice, LLC Private Equity	Nathan Kerry Sleeper CEO	$103.0M 15.22% of portfolio	24.13% 100.0M shares	Q2 2021 Held for 4y 5m	$676.7M
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$61.2M 0.00% of portfolio	14.33% 59.4M shares	Q2 2021 Held for 4y 5m	$1.65T
North Peak Capital Management, LLC Hedge Fund•Long/Short	Jeremy Steven Kahan Managing Partner	$35.5M 4.03% of portfolio	8.31% 34.4M shares	Q3 2025 Held for 2 months	$880.7M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$25.0M 0.00% of portfolio	5.86% 24.3M shares	Q2 2021 Held for 4y 5m	$6.69T
B BlackRock, Inc. Institution	-	$24.9M 0.00% of portfolio	5.84% 24.2M shares	Q2 2021 Held for 4y 5m	$5.67T
FMR LLC Institution	-	$16.1M 0.00% of portfolio	3.78% 15.6M shares	Q2 2021 Held for 4y 5m	$1.92T
CenterBook Partners LP Hedge Fund•Market Neutral	David Israel Stemerman CEO	$11.8M 0.58% of portfolio	2.76% 11.4M shares	Q1 2025 Held for 8 months	$2.0B
D D. E. Shaw & Co., Inc. Institution	-	$10.3M 0.01% of portfolio	2.41% 10.0M shares	Q4 2023 Held for 1y 11m	$115.81B
C Capital World Investors Institution	-	$8.6M 0.00% of portfolio	2.02% 8.4M shares	Q2 2021 Held for 4y 5m	$730.00B
C Capital International Investors Institution	-	$8.5M 0.00% of portfolio	1.99% 8.2M shares	Q1 2023 Held for 2y 8m	$615.90B

Net Capital Flow

Institutional buying and selling activity for AGL in Q3 2025

Traded: −$35.9M
Buyers: 87
Sellers: 100
Total Bought: +$76.5M
Total Sold: −$112.4M
Avg Position: $1.7M

Biggest Buyers

Institution	Net Bought	Current Position
North Peak Capital Management, LLC Hedge Fund•Long/Short	+$35.5M +34.4M shares	$35.5M 34.4M shares
CenterBook Partners LP Hedge Fund•Market Neutral	+$9.8M +9.5M shares	$11.8M 11.4M shares
D D. E. Shaw & Co., Inc. Institution	+$8.8M +8.6M shares	$10.3M 10.0M shares
Voleon Capital Management LP Hedge Fund•Quant	+$2.8M +2.7M shares	$2.8M 2.7M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$2.3M +2.2M shares	$3.1M 3.0M shares
MORGAN STANLEY RIA/Wealth	+$2.2M +2.2M shares	$61.2M 59.4M shares
J JANE STREET GROUP, LLC Institution	+$1.9M +1.8M shares	$1.9M 1.9M shares
BANK OF AMERICA CORP /DE/ Institution	+$1.6M +1.6M shares	$5.6M 5.4M shares
JPMORGAN CHASE & CO Institution	+$1.5M +1.4M shares	$2.2M 2.1M shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$1.4M +1.3M shares	$1.4M 1.4M shares

Biggest Sellers

Institution	Net Sold	Current Position
C Capital World Investors Institution	−$38.3M −37.2M shares	$8.6M 8.4M shares
FMR LLC Institution	−$24.4M −23.7M shares	$16.1M 15.6M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$9.2M −4.0M shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$6.2M −6.0M shares	$25.0M 24.3M shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	−$5.1M −2.2M shares	Sold Off 0 shares
A Amundi Institution	−$4.3M −1.8M shares	Sold Off 0 shares
Marshall Wace LLP Institution	−$3.4M −1.5M shares	Sold Off 0 shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	−$1.7M −754.5K shares	Sold Off 0 shares
C Cubist Systematic Strategies, LLC Institution	−$1.7M −750.9K shares	Sold Off 0 shares
C Capital International Investors Institution	−$1.7M −1.7M shares	$8.5M 8.2M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AGL in Q3 2025

New Positions: 12
New Value: $36.0M
Exited Positions: 43
Exited Value: $35.2M

New Positions

Institution	Position Value
North Peak Capital Management, LLC Hedge Fund•Long/Short	$35.5M 34.4M shares
ATWOOD & PALMER INC RIA/Wealth	$216.3K 210.0K shares
M MYDA Advisors LLC Hedge Fund•Long/Short	$123.6K 120.0K shares
Apollon Wealth Management, LLC RIA/Wealth	$72.3K 70.2K shares
McAdam, LLC RIA/Wealth	$45.0K 43.7K shares
Independent Advisor Alliance RIA/Wealth	$38.7K 37.5K shares
Wealthcare Advisory Partners LLC RIA/Wealth	$26.1K 25.3K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	$21.8K 21.2K shares
Ausdal Financial Partners, Inc. RIA/Wealth	$12.5K 12.1K shares
CITIZENS FINANCIAL GROUP INC/RI Institution	$11.0K 10.7K shares

Exited Positions

Institution	Previous Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	$9.2M 4.0M shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$5.1M 2.2M shares
A Amundi Institution	$4.3M 1.8M shares
Marshall Wace LLP Institution	$3.4M 1.5M shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	$1.7M 754.5K shares
C Cubist Systematic Strategies, LLC Institution	$1.7M 750.9K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$1.7M 739.9K shares
A AMERICAN CENTURY COMPANIES INC Institution	$1.1M 488.2K shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	$1.1M 482.6K shares
LEUCADIA NATIONAL CORP Institution	$1.1M 476.8K shares

Options Activity

Institutions with the largest Call and Put options positions in AGL as of Q3 2025

Call Positions: 5
Call Value: $769.1K
Put Positions: 7
Put Value: $237.4K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$364.4K 3.5K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$272.8K 2.6K contracts
W WOLVERINE TRADING, LLC Institution	$94.1K 848.0 contracts
Walleye Trading LLC RIA/Wealth	$37.6K 365.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$103.0 1.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$147.1K 1.4K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$50.4K 489.0 contracts
W WOLVERINE TRADING, LLC Institution	$27.9K 251.0 contracts
J JANE STREET GROUP, LLC Institution	$12.1K 117.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	- - contracts
LEUCADIA NATIONAL CORP Institution	- - contracts
Caption Management, LLC Hedge Fund•Long/Short	- - contracts

Most Committed Institutions

Institutions with AGL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Clayton, Dubilier & Rice, LLC Private Equity	Nathan Kerry Sleeper CEO	15.22% $103.0M	24.13% 100.0M shares	Q2 2021 Held for 4y 5m	$676.7M
North Peak Capital Management, LLC Hedge Fund•Long/Short	Jeremy Steven Kahan Managing Partner	4.03% $35.5M	8.31% 34.4M shares	Q3 2025 Held for 2 months	$880.7M
CenterBook Partners LP Hedge Fund•Market Neutral	David Israel Stemerman CEO	0.58% $11.8M	2.76% 11.4M shares	Q1 2025 Held for 8 months	$2.0B
Rock Springs Capital Management LP Hedge Fund•Sector	Nnamdi C Etoh CFO	0.42% $7.2M	1.68% 7.0M shares	Q2 2021 Held for 4y 5m	$1.7B
Voleon Capital Management LP Hedge Fund•Quant	Michael Kharitonov CEO	0.07% $2.8M	0.66% 2.7M shares	Q4 2024 Held for 11 months	$4.1B
Numerai GP LLC Hedge Fund•Quant	Richard Malone Craib CEO	0.06% $411.6K	0.10% 399.6K shares	Q3 2025 Held for 2 months	$707.9M
CWM Advisors, LLC ETF Provider	Robert John Netzly CEO	0.04% $440.5K	0.10% 427.7K shares	Q3 2024 Held for 1y 2m	$1.0B
M MYDA Advisors LLC Hedge Fund•Long/Short	Jason Marc Lieber Managing Partner	0.04% $123.6K	0.03% 120.0K shares	Q3 2025 Held for 2 months	$305.2M
Atwater Malick LLC RIA/Wealth	Matthew Charles Malick Managing Partner	0.03% $101.8K	0.02% 98.8K shares	Q1 2025 Held for 8 months	$344.4M
X XTX Topco Ltd Institution	-	0.03% $521.4K	0.12% 506.2K shares	Q2 2024 Held for 1y 5m	$1.9B

Hedge Fund Spotlight

Discover hedge funds investing in AGL

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Agilon Health

Market Value: $1.5M
Shares Held: 1.5M
Portfolio Weight: 0.00%
Owned Since: 2021-Q4

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