American Well
AMWL
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.
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: 172 → 177 (+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: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$121M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$118M |
| 3 |
State Street
Boston,
Massachusetts
|
+$34M |
| 4 |
Morgan Stanley
New York
|
+$22.2M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$35.6M |
| 2 |
VIP
Vantage Investment Partners
Kansas City,
Missouri
|
-$34.2M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$22.5M |
| 4 |
BAMCO Inc
New York
|
-$13.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$12.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
201
Bayesian Capital Management
Brooklyn,
New York
| – | -$259K | -745 | Closed |
|
|
CF
202
CNA Financial
Chicago,
Illinois
| – | -$241K | -694 | Closed |
|
|
EMFAT
203
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| – | -$209K | -603 | Closed |
|
|
RJA
204
Raymond James & Associates
St Petersburg,
Florida
| – | -$203K | -586 | Closed |
|
|
KFP
205
KB Financial Partners
Princeton,
New Jersey
| – | -$22K | -63 | Closed |
|
|
SPIA
206
Steward Partners Investment Advisory
New York
| – | -$20K | -58 | Closed |
|
|
IAIM
207
International Assets Investment Management
Orlando,
Florida
| – | -$10K | -20 | Closed |
|
|
SWM
208
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$2 | -5 | Closed |
|
|
PMFA
209
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$1K | -4 | Closed |
|
210
Fidelity Investments
Boston,
Massachusetts
| – | -$577 | -2 | Closed |
|
|
PFBT
211
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -2 | Closed |
|
|
LC
212
Lindbrook Capital
Calabasas,
California
| – | +$288 | +1 | 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.