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American Well
AMWL

Overview Fund Activity

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
Holders
172
Holders Change
+26
Holders Change %
+17.81%
% of All Funds
3.03%
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

Top Buyers

1
CIA
Caledonia Investments (Australia)
Australia
$220M
2
VIP
Vantage Investment Partners
Missouri
$34.2M
3
RP
Regal Partners
Australia
$18.4M
4
IM
Islet Management
New York
$17.2M
5
AAM
Aureus Asset Management
Massachusetts
$16.2M

Top Sellers

1
BM
Bridger Management
New York
$28.3M
2
SHI
SV Health Investors
Massachusetts
$0
3
Ameriprise
Ameriprise
Minnesota
$5.93M
4
SAM
Sectoral Asset Management
Quebec, Canada
$0
5
Invesco
Invesco
Georgia
$566K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
151
Berman Capital Advisors
Georgia
$17K +$17K +51 New
IA
152
IFP Advisors
Florida
$15K -$14K -40 -48%
SFSIG
153
San Francisco Sentry Investment Group
California
$15K – – –
APA
154
American Portfolios Advisors
New York
$10.4K +$3.47K +10 +50%
IAIM
155
International Assets Investment Management
Florida
$10K – – –
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$7K +$7K +20 New
HCP
157
Hexagon Capital Partners
Arkansas
$5K – – –
CA
158
Centerpoint Advisors
Massachusetts
$3K +$3K +8 New
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.35K – – –
PWMG
160
Prestige Wealth Management Group
New Jersey
$2K – – –
MCM
161
Manchester Capital Management
Vermont
$2K – – –
US Bancorp
162
US Bancorp
Minnesota
$2K +$1.33K +4 +200%
RFA
163
Reilly Financial Advisors
California
$2K +$2K +5 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$1K -$10.5M -21,002 -100%
CA
165
Crewe Advisors
Utah
$1K – – –
PFBT
166
Parkside Financial Bank & Trust
Missouri
$1K +$1K +2 New
TWA
167
TCI Wealth Advisors
Arizona
$1K +$1K +3 New
PMFA
168
Plante Moran Financial Advisors
Michigan
$1K +$1K +4 New
Walleye Capital
169
Walleye Capital
New York
$252 +$252 +725 New
AIG
170
American International Group
New York
$19 +$2 +7 +15%
SWM
171
Sugarloaf Wealth Management
Georgia
$2 +$2 +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
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