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American Well
AMWL

Overview Fund Activity

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
Holders
182
Holders Change
+9
Holders Change %
+5.2%
% of All Funds
2.81%
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

1
CIA
1
Caledonia Investments (Australia)
Australia
$99M
2
SM
2
Senvest Management
New York
$20.8M
3
II
3
Ibex Investors
Colorado
$13.2M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$9.42M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$102M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$5.31M
2
BM
2
Bridger Management
New York
$0
3
RP
3
Regal Partners
Australia
$4.84M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$335K
5
Group One Trading
5
Group One Trading
Illinois
$115K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
151
Next Financial Group
Texas
$11K -$44.1K -381 -80%
SOW
152
State of Wyoming
Wyoming
$10K -$732 -6 -7%
BC
153
Burleson & Co
California
$10K – – –
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$9K -$507 -4 -5%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$9K +$7.2K +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 +$1.11K +10 +29%
TWA
161
TCI Wealth Advisors
Arizona
$5K +$2.56K +23 +105%
S
162
SignatureFD
Georgia
$3K -$4.77K -35 -61%
EI
163
Ellevest Inc
New York
$2K +$800 +8 +67%
PO
164
Private Ocean
California
$2K +$2K +13 New
EWA
165
EverSource Wealth Advisors
Alabama
$2K +$2K +14 New
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$2K +$2K +17 New
TWC
167
TD Waterhouse Canada
Ontario, Canada
$1.71K +$1.71K +15 New
PA
168
Parallel Advisors
California
$1K -$1.31M -6,533 -100%
BIA
169
Bell Investment Advisors
California
$1K -$167 -1 -14%
CA
170
Centerpoint Advisors
Massachusetts
$1K – – –
PWMG
171
Prestige Wealth Management Group
New Jersey
$1K – – –
RFA
172
Reilly Financial Advisors
California
$1K +$1K +5 New
LC
173
Lindbrook Capital
California
$1K +$1K +9 New
GI
174
Gradient Investments
Minnesota
$1K +$1K +10 New
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$583 -$1 -5 -0.1%
5 6
7
8 9