Agilon Health, Inc.: which funds bought and sold

Institutions that bought and sold Agilon Health shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 130 institutions that filed 13F reports for both quarters added to or opened positions in Agilon Health, and 40 cut or closed them. Together they added a net 1.2M shares, +8.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 319K shares (+11.4%); index fund managers were net buyers of 349K shares (+13.4%). 95 opened a new position and 8 sold out entirely.

Bought, Q2 2026 130 institutions, 95 of them new holders Sold, Q2 2026 40 institutions, 8 of them sold out

Net change, all compared +1.2M shares (+8.4%)

Net change, active managers +319K shares (+11.4%), 32 bought, 6 sold

Buyers versus sellers

institutions compared, 179

130 bought 9 40 sold

Active managers and hedge funds 32 bought · 6 sold · +319K

Index fund managers 7 bought · 2 sold · +349K

Other institutions 91 bought · 32 sold · +572K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+468K New position	468K	$50.2M
Durable Capital Partners LP Hedge fund	+441K New position	441K	$47.2M
Blackrock, Inc. Index funds	+273K +31.3%	1.1M	$123M
Jane Street Group, LLC	+258K +1709.0%	273K	$29.3M
Nuveen, LLC	+197K +615.9%	229K	$24.6M
Wealth Enhancement Advisory Services, LLC	+108K New position	108K	$12.4M
Invesco Ltd.	+93K +228.5%	133K	$14.3M
Bank Of America Corp	+82K New position	82K	$8.7M
Josh Arnold Investment Consultant, LLC	+73K New position	73K	$7.8M
Amundi	+71K New position	71K	$7.6M
Trexquant Investment LP Hedge fund	+69K New position	69K	$7.4M
Citadel Advisors LLC Hedge fund	+56K New position	56K	$6M
Longaeva Partners L.P.	+50K New position	50K	$5.3M
Geode Capital Management, LLC Index funds	+48K +18.1%	314K	$33.7M
Franklin Resources Inc Active manager	+42K New position	42K	$4.5M
Acadian Asset Management LLC Active manager	+42K +109.6%	79K	$8.5M
Millennium Management LLC Hedge fund	+34K New position	34K	$3.6M
Point72 Asset Management, L.P. Hedge fund	+33K New position	33K	$3.5M
Sierra Summit Advisors LLC	+31K New position	31K	$3.3M
State Street Corp Index funds	+26K +10.4%	280K	$30M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+468K New position	468K	$50.2M
Durable Capital Partners LP Hedge fund	+441K New position	441K	$47.2M
Trexquant Investment LP Hedge fund	+69K New position	69K	$7.4M
Citadel Advisors LLC Hedge fund	+56K New position	56K	$6M
Franklin Resources Inc Active manager	+42K New position	42K	$4.5M
Acadian Asset Management LLC Active manager	+42K +109.6%	79K	$8.5M
Millennium Management LLC Hedge fund	+34K New position	34K	$3.6M
Point72 Asset Management, L.P. Hedge fund	+33K New position	33K	$3.5M
Two Sigma Investments, LP Hedge fund	+26K +26.5%	126K	$13.5M
Balyasny Asset Management L.P. Hedge fund	+26K New position	26K	$2.8M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Goldman Sachs Group Inc	−375K −35.3%	687K	$73.6M
D. E. Shaw & Co., Inc. Hedge fund	−352K −47.4%	390K	$41.8M
AQR Capital Management LLC Hedge fund	−282K −29.0%	693K	$74.2M
Jacobs Levy Equity Management, Inc Active manager	−265K −89.3%	32K	$3.4M
Eversept Partners, LP Hedge fund	−139K −78.6%	38K	$4.1M
Morgan Stanley	−88K −4.2%	2.0M	$216M
North Peak Capital Management, LLC	−60K −3.9%	1.5M	$159M
Inspire Investing, LLC	−58K −90.4%	6,136	$657,656
Gsa Capital Partners LLP	−43K −59.2%	30K	$3.2M
Lazard Asset Management LLC Active manager	−30K Sold out	0	—
State Of Wyoming	−23K Sold out	0	—
Canada Pension Plan Investment Board	−21K −68.9%	9,504	$1M
Charles Schwab Investment Management Inc Index funds	−16K −4.3%	349K	$37.4M
BNP Paribas Financial Markets	−15K −57.1%	11K	$1.2M
Russell Investments Group, Ltd.	−15K −68.9%	6,589	$706,207
Vanguard Capital Management LLC Index funds	−13K −2.5%	525K	$56.3M
Waypoint Wealth Counsel	−11K Sold out	0	—
Checchi Capital Advisers, LLC	−10K Sold out	0	—
Atwood & Palmer Inc	−8,400 Sold out	0	—
Ieq Capital, LLC	−7,481 −11.0%	61K	$6.5M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
D. E. Shaw & Co., Inc. Hedge fund	−352K −47.4%	390K	$41.8M
AQR Capital Management LLC Hedge fund	−282K −29.0%	693K	$74.2M
Jacobs Levy Equity Management, Inc Active manager	−265K −89.3%	32K	$3.4M
Eversept Partners, LP Hedge fund	−139K −78.6%	38K	$4.1M
Lazard Asset Management LLC Active manager	−30K Sold out	0	—
Quantbot Technologies LP Hedge fund	−3,674 −93.8%	242	$25,938

New positions

largest by value

Institution	Shares	Value June 30, 2026
Marshall Wace, LLPHedge fund	468K	$50.2M
Durable Capital Partners LPHedge fund	441K	$47.2M
Wealth Enhancement Advisory Services, LLC	108K	$12.4M
Bank Of America Corp	82K	$8.7M
Josh Arnold Investment Consultant, LLC	73K	$7.8M
Amundi	71K	$7.6M
Trexquant Investment LPHedge fund	69K	$7.4M
Citadel Advisors LLCHedge fund	56K	$6M
Longaeva Partners L.P.	50K	$5.3M
Franklin Resources IncActive manager	42K	$4.5M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Lazard Asset Management LLCActive manager	30K	$237,616
State Of Wyoming	23K	$179,353
Waypoint Wealth Counsel	11K	$89,304
Checchi Capital Advisers, LLC	10K	$79,100
Atwood & Palmer Inc	8,400	$66,444
Root Financial Partners, LLC	712	$5,632
Dunhill Financial, LLC	5	$40
Wealth Preservation Advisors, LLC	5	$40

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 177
Ten largest holders: 73.7%
Index fund managers: 18.4%
Active managers and hedge funds: 19.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	32	6	26	1	+319K	+11.4%
Index fund managers	7	2	0	0	+349K	+13.4%
Other institutions	91	32	69	7	+572K	+6.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Agilon Health.

Only managers that filed a holdings report for both quarters are compared (179 here). 9 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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