American Well
AMWL
146 hedge funds and large institutions have $1.53B invested in American Well in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 45 closing their positions.
178% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 18
18% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 45
13% more capital invested
Capital invested by funds: $1.35B → $1.53B (+$176M)
5% more funds holding
Funds holding: 139 → 146 (+7)
0.43% more ownership
Funds ownership: 1.13% → 1.56% (+0.43%)
4% less call options, than puts
Call options by funds: $41.8M | Put options by funds: $43.7M
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$97.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$68.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$60.7M |
| 4 |
BlackRock
New York
|
+$47.5M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$66.4M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$37.4M |
| 3 |
JP Morgan Chase
New York
|
-$31.5M |
| 4 |
Alkeon Capital Management
New York
|
-$23.7M |
| 5 |
CCA
Canyon Capital Advisors
Dallas,
Texas
|
-$18M |
AMWL Hedge Fund Activity: Q4 2020 in Review
146 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q4 2020, worth a combined $1.53B — up 13% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new AMWL positions and 45 closed out — a net gain of 8 holders — while 50 added to existing stakes and 18 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $97.4M. The largest seller was BAMCO Inc, cutting an estimated $66.4M.
- 146 institutional investors held American Well (AMWL) as of Q4 2020, up from 139 in Q3 2020.
- Funds reported $1.53B of American Well stock for Q4 2020, up 13% quarter-over-quarter.
- 53 funds opened new American Well positions in Q4 2020 and 45 closed out, a net change of +8 holders.
- The largest American Well buyer in Q4 2020 was Credit Suisse, an estimated $97.4M added.
- The largest American Well seller in Q4 2020 was BAMCO Inc, an estimated $66.4M sold.
Based on aggregated 13F filings for Q4 2020.