American Well
AMWL
182 hedge funds and large institutions have $702M invested in American Well in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 31 closing their positions.
75% more call options, than puts
Call options by funds: $8.01M | Put options by funds: $4.59M
41% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 44
35% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 31
5% more funds holding
Funds holding: 173 → 182 (+9)
0.13% more ownership
Funds ownership: 2.4% → 2.53% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
24% less capital invested
Capital invested by funds: $927M → $702M (-$224M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
+$28.5M |
| 2 |
SM
Senvest Management
New York
|
+$26.3M |
| 3 |
II
Ibex Investors
Denver,
Colorado
|
+$16.6M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$11.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$19.4M |
| 2 |
RP
Regal Partners
Sydney, NSW,
Australia
|
-$10.9M |
| 3 |
BM
Bridger Management
New York
|
-$9.53M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$5.93M |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$5.28M |
AMWL Hedge Fund Activity: Q4 2021 in Review
182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q4 2021, worth a combined $702M — down 24% from $927M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new AMWL positions and 31 closed out — a net gain of 11 holders — while 62 added to existing stakes and 44 trimmed.
The largest buyer was Caledonia Investments (Australia), adding an estimated $28.5M. The largest seller was Credit Suisse, cutting an estimated $19.4M.
- 182 institutional investors held American Well (AMWL) as of Q4 2021, up from 173 in Q3 2021.
- Funds reported $702M of American Well stock for Q4 2021, down 24% quarter-over-quarter.
- 42 funds opened new American Well positions in Q4 2021 and 31 closed out, a net change of +11 holders.
- The largest American Well buyer in Q4 2021 was Caledonia Investments (Australia), an estimated $28.5M added.
- The largest American Well seller in Q4 2021 was Credit Suisse, an estimated $19.4M sold.
Based on aggregated 13F filings for Q4 2021.