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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
BRWA
126
B. Riley Wealth Advisors
Florida
$152K -$12.1K -42 -7%
SRC
127
Shufro Rose & Co
New York
$146K -$144K -500 -46%
CG
128
Cutler Group
California
$146K -$112K -388 -40%
Osaic Holdings
129
Osaic Holdings
Arizona
$136K -$89.4K -310 -36%
GCP
130
GSA Capital Partners
United Kingdom
$136K +$156K +542 New
X
131
Xponance
Pennsylvania
$134K +$154K +533 New
GWS
132
Glassman Wealth Services
Virginia
$132K
KAS
133
Kestra Advisory Services
Texas
$126K +$145K +502 New
PI
134
PEAK6 Investments
Illinois
$116K +$133K +460 New
NFG
135
Next Financial Group
Texas
$111K +$29.1K +101 +30%
ASN
136
Advisory Services Network
Georgia
$101K +$116K +401 New
TRCT
137
Tower Research Capital (TRC)
New York
$73K +$64.3K +223 +328%
DekaBank Deutsche Girozentrale
138
DekaBank Deutsche Girozentrale
Germany
$65K -$99.5K -345 -58%
PAM
139
Panagora Asset Management
Massachusetts
$62K
NFSG
140
Newbridge Financial Services Group
Florida
$59K +$23.6K +82 +53%
HWA
141
Heritage Wealth Advisors
Virginia
$55.4K
Russell Investments Group
142
Russell Investments Group
United Kingdom
$51K
CAGAS
143
Capital Advisory Group Advisory Services
Minnesota
$45K +$10.1K +35 +24%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$42K -$5.77K -20 -11%
SOW
145
State of Wyoming
Wyoming
$38K -$6.92K -24 -14%
HPC
146
HM Payson & Co
Maine
$28K
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$27K
PHK
148
Point72 Hong Kong
Hong Kong
$24K +$27.7K +96 New
BC
149
Burleson & Co
California
$20K +$23.1K +80 New
JCM
150
Jacobi Capital Management
Pennsylvania
$14K

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.