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American Well

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

90% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 30

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

18% more funds holding

Funds holding: 146172 (+26)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.27% more ownership

Funds ownership: 1.56%1.83% (+0.27%)

16% less capital invested

Capital invested by funds: $1.53B → $1.29B (-$241M)

26% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $43.6M

Holders
172
Holders Change
+26
Holders Change %
+17.81%
% of All Funds
3.02%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SC
176
Sculptor Capital
New York
-$4.64M -9,160 Closed
Bank Julius Baer & Co
177
Bank Julius Baer & Co
Switzerland
-$3.67M -7,250 Closed
PHS
178
PFM Health Sciences
California
-$3.29M -6,500 Closed
EAM
179
Eventide Asset Management
Massachusetts
-$2.79M -5,505 Closed
ClearBridge Investments
180
ClearBridge Investments
New York
-$2.59M -5,108 Closed
ECM
181
ExodusPoint Capital Management
New York
-$1.86M -3,665 Closed
GCM
182
Gunderson Capital Management
South Carolina
-$1.28M -2,532 Closed
SSA
183
Schonfeld Strategic Advisors
New York
-$1.03M -2,025 Closed
II
184
Ibex Investors
Colorado
-$1.01M -2,000 Closed
Principal Financial Group
185
Principal Financial Group
Iowa
-$1.01M -1,990 Closed
NIM
186
Needham Investment Management
New York
-$800K -1,580 Closed
P8IP
187
Pier 88 Investment Partners
California
-$718K -1,418 Closed
Walleye Trading
188
Walleye Trading
New York
-$677K -1,250 Closed
TVWM
189
Tower View Wealth Management
Wisconsin
-$608K -1,201 Closed
MCC
190
Malaga Cove Capital
California
-$585K -1,147 Closed
DR
191
Davis Rea
Ontario, Canada
-$473K -935 Closed
Marshall Wace
192
Marshall Wace
United Kingdom
-$391K -771 Closed
WS
193
Wedbush Securities
California
-$257K -508 Closed
KAS
194
Kestra Advisory Services
Texas
-$244K -453 Closed
State of Wisconsin Investment Board
195
State of Wisconsin Investment Board
Wisconsin
-$216K -426 Closed
AB
196
Amalgamated Bank
New York
-$204K -404 Closed
GGHC
197
Gilder Gagnon Howe & Co
New York
-$160K -295 -100%
AIC
198
Archer Investment Corporation
Indiana
-$45.6K -90 Closed
NSIM
199
North Star Investment Management
Illinois
-$26K -51 Closed
SFS
200
Sowell Financial Services
Arkansas
-$8K -15 Closed

AMWL Hedge Fund Activity: Q1 2021 in Review

172 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q1 2021, worth a combined $1.29B — down 16% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMWL positions and 30 closed out — a net gain of 27 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was Caledonia Investments (Australia), adding an estimated $194M. The largest seller was Bridger Management, cutting an estimated $81.4M.

  • 172 institutional investors held American Well (AMWL) as of Q1 2021, up from 146 in Q4 2020.
  • Funds reported $1.29B of American Well stock for Q1 2021, down 16% quarter-over-quarter.
  • 57 funds opened new American Well positions in Q1 2021 and 30 closed out, a net change of +27 holders.
  • The largest American Well buyer in Q1 2021 was Caledonia Investments (Australia), an estimated $194M added.
  • The largest American Well seller in Q1 2021 was Bridger Management, an estimated $81.4M sold.

Based on aggregated 13F filings for Q1 2021.