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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
BCA
151
Berman Capital Advisors
Georgia
$17K +$27.6K +51 New
IA
152
IFP Advisors
Florida
$15K -$21.7K -40 -48%
SFSIG
153
San Francisco Sentry Investment Group
California
$15K
APA
154
American Portfolios Advisors
New York
$10.4K +$5.42K +10 +50%
IAIM
155
International Assets Investment Management
Florida
$10K
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$7K +$10.8K +20 New
HCP
157
Hexagon Capital Partners
Arkansas
$5K
CA
158
Centerpoint Advisors
Massachusetts
$3K +$4.34K +8 New
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.35K
MCM
160
Manchester Capital Management
Vermont
$2K
PWMG
161
Prestige Wealth Management Group
New Jersey
$2K
US Bancorp
162
US Bancorp
Minnesota
$2K +$2.17K +4 +200%
RFA
163
Reilly Financial Advisors
California
$2K +$2.71K +5 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$1K -$11.4M -21,002 -100%
CA
165
Crewe Advisors
Utah
$1K
PFBT
166
Parkside Financial Bank & Trust
Missouri
$1K +$1.08K +2 New
TWA
167
TCI Wealth Advisors
Arizona
$1K +$1.63K +3 New
PMFA
168
Plante Moran Financial Advisors
Michigan
$1K +$2.17K +4 New
Walleye Capital
169
Walleye Capital
New York
$252 +$393K +725 New
AIG
170
American International Group
New York
$19 +$3.79K +7 +15%
SWM
171
Sugarloaf Wealth Management
Georgia
$2 +$2.71K +5 New
SHI
172
SV Health Investors
Massachusetts
-$42.1M -83,132 Closed
SAM
173
Sectoral Asset Management
Quebec, Canada
-$18.3M -36,206 Closed
IAM
174
Ion Asset Management
Israel
-$11.9M -23,500 Closed
CA
175
CHI Advisors
New York
-$6.29M -12,418 Closed

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.