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American Well

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.

New
Increased
Maintained
Reduced
Closed

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: 172177 (+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: 75 (-2)

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
42
Increased
69
Reduced
36
Closed
36
Calls
$38M
Puts
$37.9M
Net Calls
+$75K
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$172M +$118M +409,561 +150%
CIA
2
Caledonia Investments (Australia)
Australia
$160M +$1.05M +3,637 +0.6%
BlackRock
3
BlackRock
New York
$143M +$121M +419,890 +287%
AIM
4
Alerce Investment Management
Illinois
$79.3M
CS
5
Credit Suisse
Switzerland
$52.1M +$5.65M +19,611 +11%
UBS AM
6
UBS AM
Illinois
$37.7M +$21.4M +74,172 +98%
State Street
7
State Street
Massachusetts
$36.9M +$34M +117,791 +409%
Morgan Stanley
8
Morgan Stanley
New York
$29.2M +$22.2M +77,040 +198%
RP
9
Regal Partners
Australia
$28.5M +$17.4M +60,346 +114%
BG
10
Bellevue Group
Switzerland
$26.9M +$3.94M +13,666 +15%
FI
11
Fosun International
China
$25.5M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$25.5M +$20.1M +69,691 +219%
DLPIC
13
Davide Leone & Partners Investment Company
United Kingdom
$24.3M +$10.1M +34,865 +56%
Northern Trust
14
Northern Trust
Illinois
$21.5M +$20.4M +70,754 +478%
AAM
15
Aureus Asset Management
Massachusetts
$18.3M +$7.58M +26,303 +57%
IM
16
Islet Management
New York
$17.5M +$5.77M +20,000 +40%
BM
17
Bridger Management
New York
$17.4M -$3.53M -12,260 -15%
Invesco
18
Invesco
Georgia
$16.8M +$18.7M +64,993 +3,987%
Two Sigma Investments
19
Two Sigma Investments
New York
$15.7M +$17M +58,946 +1,660%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$15.3M +$14.9M +51,834 +567%
LOAMS
21
Lombard Odier Asset Management (Switzerland)
Switzerland
$14.7M +$10.5M +36,531 +166%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$12.7M +$14.5M +50,388 New
DM
23
Deerfield Management
New York
$12.5M
N
24
Nuveen
North Carolina
$12M +$10.5M +36,285 +314%
Goldman Sachs
25
Goldman Sachs
New York
$11.9M -$10.5M -36,421 -44%

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.