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American Well

173 hedge funds and large institutions have $927M invested in American Well in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 2.38%2.4% (+0.02%)

3% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 58

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 177173 (-4)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

26% less capital invested

Capital invested by funds: $1.26B → $927M (-$331M)

47% less call options, than puts

Call options by funds: $22.9M | Put options by funds: $43.3M

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
24
Increased
56
Reduced
58
Closed
26
Calls
$22.9M
Puts
$43.3M
Net Calls
-$20.4M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$128K -$13.2K -61 -8%
SRC
127
Shufro Rose & Co
New York
$124K +$21.7K +100 +17%
Neuberger Berman Group
128
Neuberger Berman Group
New York
$120K
BCV
129
Banque Cantonale Vaudoise
Switzerland
$115K -$10.4K -48 -7%
VI
130
Versor Investments
New York
$113K +$135K +622 New
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$109K -$111K -510 -46%
BRWA
132
B. Riley Wealth Advisors
Florida
$109K -$1.3K -6 -1%
SM
133
Sciencast Management
New Jersey
$95K +$118K +546 New
BAM
134
Blueshift Asset Management
New Jersey
$94K +$111K +514 New
Mackenzie Financial
135
Mackenzie Financial
Ontario, Canada
$94K +$112K +517 New
WJWM
136
Williams Jones Wealth Management
New York
$91K +$108K +500 New
NFG
137
Next Financial Group
Texas
$87K +$8.03K +37 +8%
CG
138
Cutler Group
California
$75K -$36.7K -169 -29%
Osaic Holdings
139
Osaic Holdings
Arizona
$62K -$43.2K -199 -37%
GKWIM
140
Gerber Kawasaki Wealth & Investment Management
California
$57K +$68.5K +316 New
TRCT
141
Tower Research Capital (TRC)
New York
$52K -$1.08K -5 -2%
NFSG
142
Newbridge Financial Services Group
Florida
$42K -$1.52K -7 -3%
HWA
143
Heritage Wealth Advisors
Virginia
$40.1K
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$39K +$46.8K +216 New
HPC
145
HM Payson & Co
Maine
$20K
US Bancorp
146
US Bancorp
Minnesota
$19K +$17.6K +81 +368%
CAGAS
147
Capital Advisory Group Advisory Services
Minnesota
$16K -$19.5K -90 -51%
SOW
148
State of Wyoming
Wyoming
$16K -$13.9K -64 -42%
BC
149
Burleson & Co
California
$15K
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$14K +$10.4K +48 +178%

AMWL Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q3 2021, worth a combined $927M — down 26% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AMWL and 24 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 56 added.

The largest buyer was Vanguard Group, adding an estimated $18.9M. The largest seller was Aureus Asset Management, exiting entirely with an estimated $18.3M sold.

  • 173 institutional investors held American Well (AMWL) as of Q3 2021, down from 177 in Q2 2021.
  • Funds reported $927M of American Well stock for Q3 2021, down 26% quarter-over-quarter.
  • 24 funds opened new American Well positions in Q3 2021 and 26 closed out, a net change of -2 holders.
  • The largest American Well buyer in Q3 2021 was Vanguard Group, an estimated $18.9M added.
  • The largest American Well seller in Q3 2021 was Aureus Asset Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2021.