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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
BCA
151
Berman Capital Advisors
Georgia
$14K +$2.88K +10 +20%
S
152
SignatureFD
Georgia
$13K -$18.7K -65 -56%
WT
153
Washington Trust
Rhode Island
$13K
IA
154
IFP Advisors
Florida
$11K
SFSIG
155
San Francisco Sentry Investment Group
California
$11K
QCG
156
Quadrant Capital Group
Ohio
$10K +$11.8K +41 New
APA
157
American Portfolios Advisors
New York
$7.55K
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$7K +$2.02K +7 +35%
US Bancorp
159
US Bancorp
Minnesota
$6K +$4.61K +16 +267%
HCP
160
Hexagon Capital Partners
Arkansas
$5K +$1.44K +5 +33%
TWA
161
TCI Wealth Advisors
Arizona
$4K +$3.75K +13 +433%
CA
162
Centerpoint Advisors
Massachusetts
$2K
MCM
163
Manchester Capital Management
Vermont
$2K
EFSCE
164
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.73K +6 New
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.7K
AIG
166
American International Group
New York
$1.37K +$1.56M +5,400 +9,818%
CA
167
Clearstead Advisors
Ohio
$1K -$13.8K -48 -91%
CA
168
Crewe Advisors
Utah
$1K
PWMG
169
Prestige Wealth Management Group
New Jersey
$1K
RFA
170
Reilly Financial Advisors
California
$1K
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$1K +$865 +3 New
MGIM
172
M&G Investment Management
United Kingdom
$661 +$733K +2,543 New
Walleye Capital
173
Walleye Capital
New York
$276 +$107K +370 +51%
AIA
174
Arcadia Investment Advisors
Idaho
$151 +$288 +1 New
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$64 +$73.5K +255 New

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.