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American Well

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.

New
Increased
Maintained
Reduced
Closed

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: 139146 (+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: 96 (-3)

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.58%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
53
Increased
50
Reduced
18
Closed
45
Calls
$41.8M
Puts
$43.7M
Net Calls
-$1.96M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$1.02M +$1.17M +2,023 New
II
77
Ibex Investors
Colorado
$1.01M -$1.74M -3,000 -60%
Principal Financial Group
78
Principal Financial Group
Iowa
$1.01M -$5.79K -10 -0.5%
Jane Street
79
Jane Street
New York
$964K +$344K +594 +45%
NIM
80
Needham Investment Management
New York
$800K +$625K +1,080 +216%
Wolverine Trading
81
Wolverine Trading
Illinois
$755K +$810K +1,399 New
P8IP
82
Pier 88 Investment Partners
California
$718K +$821K +1,418 New
Walleye Trading
83
Walleye Trading
New York
$633K +$724K +1,250 New
OC
84
Oppenheimer & Co
New York
$615K +$704K +1,215 New
TVWM
85
Tower View Wealth Management
Wisconsin
$608K +$695K +1,201 New
MCC
86
Malaga Cove Capital
California
$585K +$664K +1,147 New
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$563K +$643K +1,110 New
PAG
88
Private Advisor Group
New Jersey
$502K +$574K +992 New
HIIFS
89
Harel Insurance Investments & Financial Services
Israel
$489K +$174K +300 New
DR
90
Davis Rea
Ontario, Canada
$473K +$49.2K +85 +10%
CF
91
CNA Financial
Illinois
$467K +$317K +548 +147%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$433K +$494K +854 New
BCV
93
Banque Cantonale Vaudoise
Switzerland
$430K +$63.7K +110 +15%
Treasurer of the State of North Carolina
94
Treasurer of the State of North Carolina
North Carolina
$421K +$481K +831 New
Truist Financial
95
Truist Financial
North Carolina
$416K +$475K +821 New
RJA
96
Raymond James & Associates
Florida
$411K +$29K +50 +7%
Marshall Wace
97
Marshall Wace
United Kingdom
$391K +$446K +771 New
Osaic Holdings
98
Osaic Holdings
Arizona
$339K +$129K +223 +50%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$334K +$382K +659 New
Tudor Investment Corp
100
Tudor Investment Corp
Connecticut
$328K -$2.17M -3,749 -85%

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.