Agilon Health, Inc. Com New

Agilon Health, Inc. Com New is a security (CUSIP 00857U206) tracked across SEC portfolio filings. 111 institutional managers reported $553.9M on Form 13F as of 2026-06-30; 13 registered fund positions totaling $10.6M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 111 managers by value.

ManagerLocationValueShares
Clayton, Dubilier & Rice, LLCNEW YORK, NY$428.7M4,000,000
MORGAN STANLEYNEW YORK, NY$16.6M2,099,451
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCPLYMOUTH, MN$12.4M108,160
North Peak Capital Management, LLCNew York, NY$12.2M1,545,537
GOLDMAN SACHS GROUP INCNEW YORK, NY$8.4M1,062,236
AQR CAPITAL MANAGEMENT LLCGreenwich, CT$7.7M974,897
BlackRock, Inc.New York, NY$6.9M873,164
Walleye Trading LLCNEW YORK, NY$6.0M
D. E. Shaw & Co., Inc.New York, NY$5.9M742,218
Bank of New York Mellon CorpNEW YORK, NY$3.8M35,336
Belvedere Trading LLCCHICAGO, IL$3.5M15,023
SIERRA SUMMIT ADVISORS LLCINCLINE VILLAGE, NV$3.3M31,143
CHARLES SCHWAB INVESTMENT MANAGEMENT INCSAN FRANCISCO, CA$2.9M364,499
JACOBS LEVY EQUITY MANAGEMENT, INCFLORHAM PARK, NJ$2.3M296,552
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$2.1M266,112

Top fund holders (N-PORT)

FundRegistrantValue% of fund
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$5.9M3.34%
Morgan Stanley Insight FundMorgan Stanley Insight Fund$2.5M22.74%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$1.1M0.14%
VANGUARD GROWTH AND INCOME FUNDVANGUARD QUANTITATIVE FUNDS$460K0.28%
Master Small Cap Index SeriesQuantitative Master Series LLC$165K0.34%
Saba Capital Income & Opportunities FundSaba Capital Income & Opportunities Fund$154K3.91%
TIFF MULTI-ASSET FUNDTIFF Investment Program$88K0.63%
Saba Capital Income & Opportunities Fund IISaba Capital Income & Opportunities Fund II$67K2.57%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$61K0.01%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$49K0.02%
Nuveen Nasdaq 100 Dynamic Overwrite FundNuveen NASDAQ 100 Dynamic Overwrite Fund$35K0.25%
DWS Small Cap Index VIPDEUTSCHE DWS INVESTMENTS VIT FUNDS$13K0.32%
TIAA Separate Account VA-1 - Stock Index AccountTIAA Separate Account VA-1$2K0.02%

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