American Well
AMWL
173 hedge funds and large institutions have $1.29B invested in American Well in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 30 closing their positions.
93% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 30
88% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 34
18% more funds holding
Funds holding: 146 → 173 (+27)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
0.27% more ownership
Funds ownership: 1.56% → 1.83% (+0.27%)
18% less capital invested
Capital invested by funds: $1.58B → $1.29B (-$292M)
26% less call options, than puts
Call options by funds: $32.1M | Put options by funds: $43.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
+$194M |
| 2 |
VIP
Vantage Investment Partners
Kansas City,
Missouri
|
+$39.8M |
| 3 |
RP
Regal Partners
Sydney, NSW,
Australia
|
+$28.7M |
| 4 |
IM
Islet Management
New York
|
+$26.9M |
| 5 |
AAM
Aureus Asset Management
Boston,
Massachusetts
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BM
Bridger Management
New York
|
-$81.4M |
| 2 |
SHI
SV Health Investors
Boston,
Massachusetts
|
-$42.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$33.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$24.6M |
| 5 |
SAM
Sectoral Asset Management
Montreal,
Quebec, Canada
|
-$18.3M |
AMWL Hedge Fund Activity: Q1 2021 in Review
173 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q1 2021, worth a combined $1.29B — down 18% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new AMWL positions and 30 closed out — a net gain of 28 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.
- 173 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 18% quarter-over-quarter.
- 58 funds opened new American Well positions in Q1 2021 and 30 closed out, a net change of +28 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.