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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
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$529K +$223K +412 +37%
AP
102
AtonRa Partners
Switzerland
$501K +$782K +1,443 New
OC
103
Oppenheimer & Co
New York
$466K +$69.9K +129 +11%
MIG
104
McGuire Investment Group
Rhode Island
$430K +$672K +1,239 New
PAG
105
Private Advisor Group
New Jersey
$409K +$99.7K +184 +19%
AWP
106
Accretive Wealth Partners
New Jersey
$409K +$637K +1,176 New
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$405K +$632K +1,167 New
WANY
108
Wealthspire Advisors (New York)
New York
$393K +$613K +1,131 New
SRC
109
Shufro Rose & Co
New York
$375K +$585K +1,080 New
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$365K +$119K +220 +26%
CG
111
Cutler Group
California
$336K +$208K +384 +66%
MF
112
Magnetar Financial
Illinois
$326K +$509K +939 New
SWM
113
Spire Wealth Management
Virginia
$311K +$486K +896 New
Osaic Holdings
114
Osaic Holdings
Arizona
$294K +$100K +185 +28%
Belvedere Trading
115
Belvedere Trading
Illinois
$282K +$94.8K +175 +28%
LPL Financial
116
LPL Financial
California
$282K +$222K +409 +101%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$272K +$67.2K +124 +19%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$270K +$422K +778 New
SM
119
SG3 Management
Puerto Rico
$261K +$406K +750 New
BCM
120
Bayesian Capital Management
New York
$259K +$404K +745 New
BCV
121
Banque Cantonale Vaudoise
Switzerland
$245K -$78K -144 -17%
CF
122
CNA Financial
Illinois
$241K -$124K -228 -25%
Neuberger Berman Group
123
Neuberger Berman Group
New York
$226K +$69.4K +128 +25%
BRWA
124
B. Riley Wealth Advisors
Florida
$225K +$108K +200 +45%
Los Angeles Capital Management
125
Los Angeles Capital Management
California
$225K +$351K +648 New

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.