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American Well

177 hedge funds and large institutions have $1.26B invested in American Well in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 36 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 36

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

3% more funds holding

Funds holding: 172177 (+5)

0.55% more ownership

Funds ownership: 1.83%2.38% (+0.55%)

0% more call options, than puts

Call options by funds: $38M | Put options by funds: $37.9M

2% less capital invested

Capital invested by funds: $1.29B → $1.26B (-$29.4M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
42
Increased
69
Reduced
36
Closed
36
Calls
$38M
Puts
$37.9M
Net Calls
+$75K
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
CAAS Capital Management
New York
$415K
VF
102
Virtu Financial
New York
$399K +$458K +1,588 New
Handelsbanken Fonder
103
Handelsbanken Fonder
Sweden
$392K +$450K +1,560 New
QC
104
Quadrature Capital
United Kingdom
$390K -$1.16M -4,018 -72%
AP
105
AtonRa Partners
Switzerland
$377K +$15.6K +54 +4%
AB
106
Amalgamated Bank
New York
$344K +$394K +1,367 New
SO
107
STRS Ohio
Ohio
$342K +$392K +1,360 New
OC
108
Oppenheimer & Co
New York
$315K -$26.5K -92 -7%
MIG
109
McGuire Investment Group
Rhode Island
$313K +$2.02K +7 +0.6%
LCM
110
Laurion Capital Management
New York
$294K -$1.1M -3,831 -77%
WANY
111
Wealthspire Advisors (New York)
New York
$285K
Principal Financial Group
112
Principal Financial Group
Iowa
$283K +$324K +1,123 New
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$280K -$980K -3,399 -75%
Citigroup
114
Citigroup
New York
$271K +$138K +480 +80%
HIIFS
115
Harel Insurance Investments & Financial Services
Israel
$264K -$292K -1,013 -49%
AAM
116
Advisors Asset Management
Colorado
$250K +$164K +570 +134%
LPL Financial
117
LPL Financial
California
$222K +$20.8K +72 +9%
CSS
118
Cubist Systematic Strategies
Connecticut
$207K -$2.53M -8,777 -91%
PP
119
Paloma Partners
Connecticut
$197K +$225K +781 New
AIP
120
Ameritas Investment Partners
Nebraska
$192K +$220K +763 New
ASRS
121
Arizona State Retirement System
Arizona
$176K +$202K +700 New
Prudential Financial
122
Prudential Financial
New Jersey
$173K +$198K +688 New
BCV
123
Banque Cantonale Vaudoise
Switzerland
$171K -$7.21K -25 -4%
Neuberger Berman Group
124
Neuberger Berman Group
New York
$166K +$2.88K +10 +2%
RJFSA
125
Raymond James Financial Services Advisors
Florida
$154K +$25.7K +89 +17%

AMWL Hedge Fund Activity: Q2 2021 in Review

177 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q2 2021, worth a combined $1.26B — down 2.3% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AMWL positions and 36 closed out — a net gain of 6 holders — while 69 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $121M. The largest seller was AllianceBernstein, cutting an estimated $35.6M.

  • 177 institutional investors held American Well (AMWL) as of Q2 2021, up from 172 in Q1 2021.
  • Funds reported $1.26B of American Well stock for Q2 2021, down 2.3% quarter-over-quarter.
  • 42 funds opened new American Well positions in Q2 2021 and 36 closed out, a net change of +6 holders.
  • The largest American Well buyer in Q2 2021 was BlackRock, an estimated $121M added.
  • The largest American Well seller in Q2 2021 was AllianceBernstein, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2021.