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American Well

172 hedge funds and large institutions have $1.29B invested in American Well in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 30

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

18% more funds holding

Funds holding: 146172 (+26)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.27% more ownership

Funds ownership: 1.56%1.83% (+0.27%)

16% less capital invested

Capital invested by funds: $1.53B → $1.29B (-$241M)

26% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $43.6M

Holders
172
Holders Change
+26
Holders Change %
+17.81%
% of All Funds
3.02%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
57
Increased
64
Reduced
34
Closed
30
Calls
$32.1M
Puts
$43.6M
Net Calls
-$11.5M
Net Calls Change
-$9.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BAIA
26
Bel Air Investment Advisors
California
$13M +$20.3M +37,423 New
Geode Capital Management
27
Geode Capital Management
Massachusetts
$11M +$3.42M +6,314 +25%
CLOS
28
Compagnie Lombard Odier SCmA
Switzerland
$10.3M +$16.1M +29,672 +37,559%
State Street
29
State Street
Massachusetts
$10M +$5.31M +9,801 +52%
PF
30
Phoenix Financial
Israel
$9.3M -$1.62M -2,993 -10%
Federated Hermes
31
Federated Hermes
Pennsylvania
$9.3M -$12.7M -23,460 -47%
E
32
Ergoteles
New York
$8.86M +$13.8M +25,515 New
WP
33
Woodline Partners
California
$8.48M +$7.71M +14,225 +140%
GCM
34
Ghisallo Capital Management
Massachusetts
$8.26M +$12.9M +23,764 New
Jane Street
35
Jane Street
New York
$7.77M +$11.1M +20,452 +1,075%
LOAMS
36
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.65M +$11.9M +22,022 New
Deutsche Bank
37
Deutsche Bank
Germany
$7.62M +$11.6M +21,411 +4,102%
Tiger Global Management
38
Tiger Global Management
New York
$6.95M
Baillie Gifford & Co
39
Baillie Gifford & Co
United Kingdom
$6.93M +$5.76M +10,629 +114%
AF
40
Aldebaran Financial
$6.79M +$59.6K +110 New
Charles Schwab
41
Charles Schwab
California
$6.69M +$2.43M +4,489 +30%
Holocene Advisors
42
Holocene Advisors
New York
$6.19M +$9.66M +17,821 New
PA
43
Perceptive Advisors
New York
$6.17M -$4.61M -8,500 -32%
Ameriprise
44
Ameriprise
Minnesota
$5.92M -$33.5M -61,856 -78%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$5.37M +$5.07M +9,357 +153%
Northern Trust
46
Northern Trust
Illinois
$5.14M +$965K +1,781 +14%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$4.77M +$6.97M +12,866 +1,507%
CCG
48
Ceeto Capital Group
Florida
$4.7M
N
49
Nuveen
North Carolina
$4.02M +$1.06M +1,955 +20%
PA
50
Parallel Advisors
California
$3.85M +$6.01M +11,080 New

AMWL Hedge Fund Activity: Q1 2021 in Review

172 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q1 2021, worth a combined $1.29B — down 16% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMWL positions and 30 closed out — a net gain of 27 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was Caledonia Investments (Australia), adding an estimated $194M. The largest seller was Bridger Management, cutting an estimated $81.4M.

  • 172 institutional investors held American Well (AMWL) as of Q1 2021, up from 146 in Q4 2020.
  • Funds reported $1.29B of American Well stock for Q1 2021, down 16% quarter-over-quarter.
  • 57 funds opened new American Well positions in Q1 2021 and 30 closed out, a net change of +27 holders.
  • The largest American Well buyer in Q1 2021 was Caledonia Investments (Australia), an estimated $194M added.
  • The largest American Well seller in Q1 2021 was Bridger Management, an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2021.