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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
EMFAT
126
Emerald Mutual Fund Advisers Trust
Pennsylvania
$209K -$10M -18,489 -97%
Citigroup
127
Citigroup
New York
$208K +$56.4K +104 +21%
RJA
128
Raymond James & Associates
Florida
$203K -$122K -226 -28%
DekaBank Deutsche Girozentrale
129
DekaBank Deutsche Girozentrale
Germany
$202K -$1.22M -2,250 -79%
GWS
130
Glassman Wealth Services
Virginia
$182K +$236K +435 +489%
RJFSA
131
Raymond James Financial Services Advisors
Florida
$182K +$283K +523 New
AAM
132
Advisors Asset Management
Colorado
$148K +$230K +425 New
NFG
133
Next Financial Group
Texas
$117K +$32.5K +60 +22%
PAM
134
Panagora Asset Management
Massachusetts
$85K +$133K +245 New
HWA
135
Heritage Wealth Advisors
Virginia
$76.4K +$119K +220 New
Russell Investments Group
136
Russell Investments Group
United Kingdom
$71K +$113K +208 New
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$65K +$102K +188 New
SOW
138
State of Wyoming
Wyoming
$61K +$95.4K +176 New
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$56.5K +$16.3K +30 +23%
NFSG
140
Newbridge Financial Services Group
Florida
$53K
CAGAS
141
Capital Advisory Group Advisory Services
Minnesota
$50K +$2.17K +4 +3%
S
142
SignatureFD
Georgia
$41K +$49.9K +92 +368%
HPC
143
HM Payson & Co
Maine
$38K
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$37K +$4.34K +8 +8%
TRCT
145
Tower Research Capital (TRC)
New York
$24K -$129K -238 -78%
KFP
146
KB Financial Partners
New Jersey
$22K +$34.1K +63 New
JCM
147
Jacobi Capital Management
Pennsylvania
$20K
SPIA
148
Steward Partners Investment Advisory
New York
$20K -$17.3K -32 -36%
CA
149
Clearstead Advisors
Ohio
$18K
WT
150
Washington Trust
Rhode Island
$18K

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.