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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
CIA
1
Caledonia Investments (Australia)
Australia
$220M +$194M +358,502 +131%
AIM
2
Alerce Investment Management
Illinois
$109M
Vanguard Group
3
Vanguard Group
Pennsylvania
$95.2M +$14.9M +27,496 +11%
CS
4
Credit Suisse
Switzerland
$63.2M +$7.4M +13,652 +8%
BlackRock
5
BlackRock
New York
$50.9M -$14.5M -26,667 -15%
AllianceBernstein
6
AllianceBernstein
Tennessee
$47.5M -$17.9M -32,978 -19%
FI
7
Fosun International
China
$35.3M
VIP
8
Vantage Investment Partners
Missouri
$34.2M +$39.8M +73,372 +293%
BG
9
Bellevue Group
Switzerland
$32.5M +$25.1M +46,314 +98%
Goldman Sachs
10
Goldman Sachs
New York
$29.1M +$7.66M +14,127 +20%
BM
11
Bridger Management
New York
$28.3M -$81.4M -150,206 -65%
UBS AM
12
UBS AM
Illinois
$26.3M +$23M +42,477 +128%
Franklin Resources
13
Franklin Resources
California
$22.8M -$11.9M -21,990 -25%
Capital World Investors
14
Capital World Investors
California
$22.5M -$3.66M -6,745 -9%
DLPIC
15
Davide Leone & Partners Investment Company
United Kingdom
$21.4M +$11.2M +20,742 +51%
AAMU
16
Amundi Asset Management US
Massachusetts
$18.6M -$12M -22,155 -29%
RP
17
Regal Partners
Australia
$18.4M +$28.7M +52,925 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$17.8M +$19.2M +35,422 +223%
DM
19
Deerfield Management
New York
$17.2M +$5.42M +10,000 +25%
IM
20
Islet Management
New York
$17.2M +$26.9M +49,542 New
AAM
21
Aureus Asset Management
Massachusetts
$16.2M +$25.2M +46,506 New
Alyeska Investment Group
22
Alyeska Investment Group
Illinois
$15.4M +$15.8M +29,100 +193%
Brown Advisory
23
Brown Advisory
Maryland
$15.4M +$24M +44,208 New
BAMCO Inc
24
BAMCO Inc
New York
$13.6M -$1M -1,849 -5%
Morgan Stanley
25
Morgan Stanley
New York
$13.5M -$1.29M -2,388 -6%

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.