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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
Bank of New York Mellon
51
Bank of New York Mellon
New York
$3.53M +$895K +1,651 +19%
RPAM
52
Rhenman & Partners Asset Management
Sweden
$3.37M +$3.64M +6,708 +224%
Norges Bank
53
Norges Bank
Norway
$3.37M +$2.55M +4,707 +94%
BCA
54
Bray Capital Advisors
Florida
$3.37M +$5.26M +9,702 New
CSS
55
Cubist Systematic Strategies
Connecticut
$3.33M +$5.2M +9,601 New
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$3.17M +$4.95M +9,135 New
RPA
57
Rock Point Advisors
Vermont
$3.15M +$4.92M +9,081 New
UBS Group
58
UBS Group
Switzerland
$3.12M -$573K -1,057 -11%
Tudor Investment Corp
59
Tudor Investment Corp
Connecticut
$2.89M +$4.16M +7,672 +1,186%
Millennium Management
60
Millennium Management
New York
$2.84M +$4.43M +8,172 New
Stifel Financial
61
Stifel Financial
Missouri
$2.75M +$1.09M +2,004 +34%
Citadel Advisors
62
Citadel Advisors
Florida
$2.72M -$4.24M -7,818 -50%
ICP
63
ION Crossover Partners
Israel
$2.61M -$3.52M -6,500 -46%
SAM
64
Shell Asset Management
Netherlands
$2.6M +$4.06M +7,489 New
RC
65
Rinet Company
Massachusetts
$2.55M +$3.97M +7,333 New
Group One Trading
66
Group One Trading
Illinois
$2.46M +$3.84M +7,084 New
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$2.41M +$243K +449 +7%
JP Morgan Chase
68
JP Morgan Chase
New York
$2.37M +$272K +501 +8%
DC
69
Defender Capital
North Carolina
$2.35M +$1.11M +2,050 +44%
Bank of America
70
Bank of America
North Carolina
$2.2M +$2.02M +3,729 +144%
QC
71
Quadrature Capital
United Kingdom
$1.93M +$3.02M +5,565 New
Wells Fargo
72
Wells Fargo
California
$1.82M -$678K -1,251 -19%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$1.77M +$572K +1,056 +26%
LCM
74
Laurion Capital Management
New York
$1.74M
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$1.57M +$62.9K +116 +3%

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.