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American Well
AMWL

182 hedge funds and large institutions have $702M invested in American Well in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $8.01M | Put options by funds: $4.59M

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

5% more funds holding

Funds holding: 173 → 182 (+9)

0.13% more ownership

Funds ownership: 2.4% → 2.53% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

24% less capital invested

Capital invested by funds: $927M → $702M (-$224M)

Holders
182
Holders Change
+9
Holders Change %
+5.2%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
42
Increased
62
Reduced
44
Closed
31
Calls
$8.01M
Puts
$4.59M
Net Calls
+$3.42M
Net Calls Change
+$23.9M

Top Buyers

Rank Fund Capital Flow
1
CIA
Caledonia Investments (Australia)
Australia
+$28.5M
2
SM
Senvest Management
New York
+$26.3M
3
II
Ibex Investors
Colorado
+$16.6M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$11.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$11M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$19.4M
2
RP
Regal Partners
Australia
-$10.9M
3
BM
Bridger Management
New York
-$9.53M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$5.93M
5
Group One Trading
Group One Trading
Illinois
-$5.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
151
Next Financial Group
Texas
$11K -$58.1K -381 -80%
SOW
152
State of Wyoming
Wyoming
$10K -$915 -6 -7%
BC
153
Burleson & Co
California
$10K – – –
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$9K -$610 -4 -5%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$9K +$9.15K +60 +400%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$7K – – –
APA
157
American Portfolios Advisors
New York
$6.04K – – –
IA
158
IFP Advisors
Florida
$6K – – –
WT
159
Washington Trust
Rhode Island
$6K – – –
HCP
160
Hexagon Capital Partners
Arkansas
$5K +$1.52K +10 +29%
TWA
161
TCI Wealth Advisors
Arizona
$5K +$3.51K +23 +105%
S
162
SignatureFD
Georgia
$3K -$5.34K -35 -61%
EI
163
Ellevest Inc
New York
$2K +$1.22K +8 +67%
PO
164
Private Ocean
California
$2K +$1.98K +13 New
EWA
165
EverSource Wealth Advisors
Alabama
$2K +$2.13K +14 New
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$2K +$2.59K +17 New
TWC
167
TD Waterhouse Canada
Ontario, Canada
$1.71K +$2.29K +15 New
PA
168
Parallel Advisors
California
$1K -$996K -6,533 -100%
BIA
169
Bell Investment Advisors
California
$1K -$152 -1 -14%
CA
170
Centerpoint Advisors
Massachusetts
$1K – – –
PWMG
171
Prestige Wealth Management Group
New Jersey
$1K – – –
RFA
172
Reilly Financial Advisors
California
$1K +$762 +5 New
LC
173
Lindbrook Capital
California
$1K +$1.37K +9 New
GI
174
Gradient Investments
Minnesota
$1K +$1.52K +10 New
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$583 -$762 -5 -0.1%
5 6
7
8 9

AMWL Hedge Fund Activity: Q4 2021 in Review

182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q4 2021, worth a combined $702M — down 24% from $927M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AMWL positions and 31 closed out — a net gain of 11 holders — while 62 added to existing stakes and 44 trimmed.

The largest buyer was Caledonia Investments (Australia), adding an estimated $28.5M. The largest seller was Credit Suisse, cutting an estimated $19.4M.

  • 182 institutional investors held American Well (AMWL) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $702M of American Well stock for Q4 2021, down 24% quarter-over-quarter.
  • 42 funds opened new American Well positions in Q4 2021 and 31 closed out, a net change of +11 holders.
  • The largest American Well buyer in Q4 2021 was Caledonia Investments (Australia), an estimated $28.5M added.
  • The largest American Well seller in Q4 2021 was Credit Suisse, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2021.