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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
BCA
151
Berman Capital Advisors
Georgia
$11K
JCM
152
Jacobi Capital Management
Pennsylvania
$10K
S
153
SignatureFD
Georgia
$10K +$1.08K +5 +10%
APA
154
American Portfolios Advisors
New York
$9.11K +$4.34K +20 +67%
WT
155
Washington Trust
Rhode Island
$9K
IA
156
IFP Advisors
Florida
$8K
HCP
157
Hexagon Capital Partners
Arkansas
$6K +$3.25K +15 +75%
TWA
158
TCI Wealth Advisors
Arizona
$4K +$1.3K +6 +38%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$3K -$33.2K -153 -91%
EI
160
Ellevest Inc
New York
$2K +$2.6K +12 New
MGIM
161
M&G Investment Management
United Kingdom
$1.57K +$1.34M +6,198 +244%
GWS
162
Glassman Wealth Services
Virginia
$1K -$113K -521 -99%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$1K -$21.7K -100 -93%
CA
164
Centerpoint Advisors
Massachusetts
$1K
CA
165
Clearstead Advisors
Ohio
$1K
MCM
166
Manchester Capital Management
Vermont
$1K
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$1K
PWMG
168
Prestige Wealth Management Group
New Jersey
$1K
BIA
169
Bell Investment Advisors
California
$1K +$1.52K +7 New
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$14 -$39K -180 -71%
AAM
171
Aureus Asset Management
Massachusetts
-$18.3M -72,809 Closed
PA
172
Perceptive Advisors
New York
-$3.65M -14,500 Closed
PC
173
PointState Capital
New York
-$3.15M -12,500 Closed
ICP
174
ION Crossover Partners
Israel
-$1.89M -7,500 Closed
DTL
175
Dynamic Technology Lab
Singapore
-$1.21M -4,798 Closed

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.