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American Well

173 hedge funds and large institutions have $927M invested in American Well in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 2.38%2.4% (+0.02%)

3% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 58

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 177173 (-4)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

26% less capital invested

Capital invested by funds: $1.26B → $927M (-$331M)

47% less call options, than puts

Call options by funds: $22.9M | Put options by funds: $43.3M

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
24
Increased
56
Reduced
58
Closed
26
Calls
$22.9M
Puts
$43.3M
Net Calls
-$20.4M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$140M +$18.9M +87,038 +13%
BlackRock
2
BlackRock
New York
$116M +$15.2M +69,896 +12%
CIA
3
Caledonia Investments (Australia)
Australia
$115M -$848K -3,909 -0.6%
AIM
4
Alerce Investment Management
Illinois
$57.4M
CS
5
Credit Suisse
Switzerland
$31.2M -$6.57M -30,308 -15%
State Street
6
State Street
Massachusetts
$29.5M +$3.37M +15,542 +11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$27.8M +$11.1M +51,249 +50%
UBS AM
8
UBS AM
Illinois
$27.8M +$553K +2,550 +2%
RP
9
Regal Partners
Australia
$20.4M -$330K -1,520 -1%
BG
10
Bellevue Group
Switzerland
$19.4M -$151K -696 -0.6%
FI
11
Fosun International
China
$18.5M
DLPIC
12
Davide Leone & Partners Investment Company
United Kingdom
$17.6M
Northern Trust
13
Northern Trust
Illinois
$15.8M +$265K +1,223 +1%
Two Sigma Investments
14
Two Sigma Investments
New York
$14.8M +$4.09M +18,871 +30%
Morgan Stanley
15
Morgan Stanley
New York
$14.7M -$7.66M -35,300 -30%
LOAMS
16
Lombard Odier Asset Management (Switzerland)
Switzerland
$14M +$3.93M +18,098 +31%
Goldman Sachs
17
Goldman Sachs
New York
$11.7M +$3.67M +16,917 +36%
Charles Schwab
18
Charles Schwab
California
$11.5M +$4.76M +21,935 +54%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$9.74M -$1.63M -7,530 -12%
BM
20
Bridger Management
New York
$9.53M -$3.66M -16,865 -24%
DM
21
Deerfield Management
New York
$9.03M
IM
22
Islet Management
New York
$9.03M -$4.34M -20,000 -29%
EHI
23
Eagle Health Investments
Connecticut
$8.21M +$1.88M +8,685 +24%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$7.69M -$1.77M -8,171 -16%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$7.59M +$9.04M +41,675 New

AMWL Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q3 2021, worth a combined $927M — down 26% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AMWL and 24 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 56 added.

The largest buyer was Vanguard Group, adding an estimated $18.9M. The largest seller was Aureus Asset Management, exiting entirely with an estimated $18.3M sold.

  • 173 institutional investors held American Well (AMWL) as of Q3 2021, down from 177 in Q2 2021.
  • Funds reported $927M of American Well stock for Q3 2021, down 26% quarter-over-quarter.
  • 24 funds opened new American Well positions in Q3 2021 and 26 closed out, a net change of -2 holders.
  • The largest American Well buyer in Q3 2021 was Vanguard Group, an estimated $18.9M added.
  • The largest American Well seller in Q3 2021 was Aureus Asset Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2021.