The cluster of passive giants adding significantly during a price decline suggests confidence in long-term fundamentals or perceived undervaluation. Traders should monitor for stabilization in share price and potential reversal patterns.
Executive Summary
Three major passive institutional investors — Wells Fargo, Schwab, and UBS — increased their positions in Agilon Health (AGL) during Q4 2024, with UBS doubling its stake. Despite the share count increases, the total value of their holdings decreased by $3.46M due to falling stock price, indicating accumulation during a downtrend.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$3.5M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wells Fargo | ADD | +47.5% | $275.0K | -$110.6K |
| Schwab | ADD | +49.2% | $8.6M | -$3.3M |
| UBS | DOUBLED | +105.4% | $2.5M | -$17.2K |
Key Facts
- Wells Fargo increased shares by 47.5% (98.1K → 144.8K), though value dropped from $386K to $275K.
- Schwab added 1.5M shares (+49.2%), increasing holdings from 3.04M to 4.54M, but value fell from $12.0M to $8.6M.
- UBS doubled its position (+105.4%), growing from 640.7K to 1.32M shares, with value stable at $2.5M despite market decline.
- No institutional selling was reported in this quarter.
Financial Impact
Institutions added a net 2.22M shares while the aggregate value of their holdings decreased by $3.46M, indicating aggressive buying during price weakness.
Risk Factors
- All buyers are passive managers, suggesting the move may reflect index rebalancing rather than active conviction.
- The declining market value despite heavy buying indicates persistent downward price pressure, possibly from retail or algorithmic selling.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-AGL-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Apr 27, 2026 22w ago | DEFA14A | $27.90 $100.27 | ▲ +259.39% | ▲ +255.40% | — |
Apr 27, 2026 22w ago | 8-K | $27.90 $100.27 | ▲ +259.39% | ▲ +255.40% | — |
Feb 28, 2026 30w ago | Institutional Cluster | $15.40 $85.27 | ▲ +453.70% | ▲ +444.37% | — |
Feb 25, 2026 31w ago | 8-K | $12.50 $80.94 | ▲ +547.52% | ▲ +540.57% | — |
US Market Status
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