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American Well

177 hedge funds and large institutions have $1.26B invested in American Well in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 36 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 36

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

3% more funds holding

Funds holding: 172177 (+5)

0.55% more ownership

Funds ownership: 1.83%2.38% (+0.55%)

0% more call options, than puts

Call options by funds: $38M | Put options by funds: $37.9M

2% less capital invested

Capital invested by funds: $1.29B → $1.26B (-$29.4M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
42
Increased
69
Reduced
36
Closed
36
Calls
$38M
Puts
$37.9M
Net Calls
+$75K
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$10.3M +$6.26M +21,703 +113%
BAIA
27
Bel Air Investment Advisors
California
$9.42M
EHI
28
Eagle Health Investments
Connecticut
$9.15M +$10.5M +36,380 New
Alyeska Investment Group
29
Alyeska Investment Group
Illinois
$8.83M -$2.62M -9,100 -21%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$8.2M +$6.46M +22,403 +220%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$8.18M -$5.43M -18,821 -37%
AF
32
Aldebaran Financial
$7.46M -$288 -1 -0.9%
PF
33
Phoenix Financial
Israel
$7.18M +$496K +1,719 +6%
Millennium Management
34
Millennium Management
New York
$6.96M +$5.61M +19,471 +238%
Group One Trading
35
Group One Trading
Illinois
$6.89M +$5.86M +20,320 +287%
RPA
36
Rock Point Advisors
Vermont
$6.37M +$4.68M +16,250 +179%
Holocene Advisors
37
Holocene Advisors
New York
$6.31M +$2.09M +7,248 +41%
Franklin Resources
38
Franklin Resources
California
$5.83M -$12.2M -42,403 -65%
Baillie Gifford & Co
39
Baillie Gifford & Co
United Kingdom
$5.75M +$834K +2,894 +14%
Norges Bank
40
Norges Bank
Norway
$5.7M +$3.73M +12,948 +133%
BA
41
Bridgewater Associates
Connecticut
$5.44M +$6.24M +21,635 New
JP Morgan Chase
42
JP Morgan Chase
New York
$5.09M +$3.87M +13,440 +197%
Tiger Global Management
43
Tiger Global Management
New York
$5.03M
GIM
44
Granahan Investment Management
Massachusetts
$4.96M +$5.68M +19,707 New
PPA
45
Parametric Portfolio Associates
Washington
$4.06M +$4.65M +16,131 New
PA
46
Perceptive Advisors
New York
$3.65M -$937K -3,250 -18%
Deutsche Bank
47
Deutsche Bank
Germany
$3.49M -$2.32M -8,062 -37%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$3.37M +$2.4M +8,323 +164%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
49
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.36M +$3.85M +13,343 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$3.33M -$35.6M -123,454 -90%

AMWL Hedge Fund Activity: Q2 2021 in Review

177 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q2 2021, worth a combined $1.26B — down 2.3% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AMWL positions and 36 closed out — a net gain of 6 holders — while 69 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $121M. The largest seller was AllianceBernstein, cutting an estimated $35.6M.

  • 177 institutional investors held American Well (AMWL) as of Q2 2021, up from 172 in Q1 2021.
  • Funds reported $1.26B of American Well stock for Q2 2021, down 2.3% quarter-over-quarter.
  • 42 funds opened new American Well positions in Q2 2021 and 36 closed out, a net change of +6 holders.
  • The largest American Well buyer in Q2 2021 was BlackRock, an estimated $121M added.
  • The largest American Well seller in Q2 2021 was AllianceBernstein, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2021.