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American Well

173 hedge funds and large institutions have $927M invested in American Well in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 2.38%2.4% (+0.02%)

3% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 58

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 177173 (-4)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

26% less capital invested

Capital invested by funds: $1.26B → $927M (-$331M)

47% less call options, than puts

Call options by funds: $22.9M | Put options by funds: $43.3M

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
24
Increased
56
Reduced
58
Closed
26
Calls
$22.9M
Puts
$43.3M
Net Calls
-$20.4M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$795K -$3.04K -14 -0.3%
AWA
77
ARQ Wealth Advisors
Arizona
$783K
CCM
78
CAAS Capital Management
New York
$747K +$531K +2,449 +148%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$659K -$46.6K -215 -6%
Truist Financial
80
Truist Financial
North Carolina
$657K +$209K +963 +36%
UBS Group
81
UBS Group
Switzerland
$648K -$45.1K -208 -6%
PGH
82
Partners Group Holding
Switzerland
$598K +$712K +3,282 New
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$586K -$32.3K -149 -4%
MIM
84
MetLife Investment Management
New Jersey
$585K -$83.3K -384 -11%
PP
85
Paloma Partners
Connecticut
$575K +$516K +2,378 +304%
Invesco
86
Invesco
Georgia
$557K -$13.8M -63,564 -95%
MMA
87
Miracle Mile Advisors
California
$534K
SEC
88
Seven Eight Capital
New York
$523K +$622K +2,868 New
HI
89
Harbour Investments
Wisconsin
$516K +$22.8K +105 +4%
SWM
90
Spire Wealth Management
Virginia
$484K
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$480K +$58.3K +269 +11%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$458K +$31.4K +145 +6%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$452K -$58.8K -271 -10%
Tudor Investment Corp
94
Tudor Investment Corp
Connecticut
$436K +$519K +2,393 New
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$424K +$74.8K +345 +17%
WGCA
96
Wolf Group Capital Advisors
Virginia
$420K
Franklin Resources
97
Franklin Resources
California
$384K -$4.56M -21,045 -91%
XF
98
XML Financial
Maryland
$384K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
99
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$380K -$2.44M -11,257 -84%
RCA
100
Rex Capital Advisors
Rhode Island
$368K

AMWL Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q3 2021, worth a combined $927M — down 26% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AMWL and 24 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 56 added.

The largest buyer was Vanguard Group, adding an estimated $18.9M. The largest seller was Aureus Asset Management, exiting entirely with an estimated $18.3M sold.

  • 173 institutional investors held American Well (AMWL) as of Q3 2021, down from 177 in Q2 2021.
  • Funds reported $927M of American Well stock for Q3 2021, down 26% quarter-over-quarter.
  • 24 funds opened new American Well positions in Q3 2021 and 26 closed out, a net change of -2 holders.
  • The largest American Well buyer in Q3 2021 was Vanguard Group, an estimated $18.9M added.
  • The largest American Well seller in Q3 2021 was Aureus Asset Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2021.