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American Well

182 hedge funds and large institutions have $702M invested in American Well in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $8.01M | Put options by funds: $4.59M

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

5% more funds holding

Funds holding: 173182 (+9)

0.13% more ownership

Funds ownership: 2.4%2.53% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

24% less capital invested

Capital invested by funds: $927M → $702M (-$224M)

Holders
182
Holders Change
+9
Holders Change %
+5.2%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
42
Increased
62
Reduced
44
Closed
31
Calls
$8.01M
Puts
$4.59M
Net Calls
+$3.42M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$102M +$11M +72,149 +9%
CIA
2
Caledonia Investments (Australia)
Australia
$99M +$28.5M +186,812 +30%
BlackRock
3
BlackRock
New York
$80M +$3.92M +25,710 +4%
AIM
4
Alerce Investment Management
Illinois
$38.1M
UBS AM
5
UBS AM
Illinois
$25.6M +$9.07M +59,467 +39%
State Street
6
State Street
Massachusetts
$23.4M +$4.76M +31,227 +19%
SM
7
Senvest Management
New York
$20.8M +$26.3M +172,305 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$19.4M +$1.16M +7,631 +5%
EHI
9
Eagle Health Investments
Connecticut
$13.6M +$10.3M +67,330 +149%
II
10
Ibex Investors
Colorado
$13.2M +$16.6M +109,070 New
Morgan Stanley
11
Morgan Stanley
New York
$13M +$4.13M +27,087 +34%
BG
12
Bellevue Group
Switzerland
$12.9M
FI
13
Fosun International
China
$12.3M
DLPIC
14
Davide Leone & Partners Investment Company
United Kingdom
$11.7M
Two Sigma Investments
15
Two Sigma Investments
New York
$10.9M +$1.32M +8,678 +11%
Northern Trust
16
Northern Trust
Illinois
$10.6M +$198K +1,299 +1%
LOAMS
17
Lombard Odier Asset Management (Switzerland)
Switzerland
$10.1M +$1.08M +7,083 +9%
Federated Hermes
18
Federated Hermes
Pennsylvania
$9.42M +$11.9M +77,969 New
GIM
19
Granahan Investment Management
Massachusetts
$8.55M +$4.92M +32,279 +84%
Charles Schwab
20
Charles Schwab
California
$8.16M +$706K +4,629 +7%
UBS Group
21
UBS Group
Switzerland
$7.83M +$9.34M +61,273 +1,723%
PF
22
Phoenix Financial
Israel
$7.57M +$4.5M +29,523 +89%
AF
23
Aldebaran Financial
$7.41M
Goldman Sachs
24
Goldman Sachs
New York
$6.44M -$1.66M -10,888 -17%
Norges Bank
25
Norges Bank
Norway
$6.21M +$2.35M +15,438 +43%

AMWL Hedge Fund Activity: Q4 2021 in Review

182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q4 2021, worth a combined $702M — down 24% from $927M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AMWL positions and 31 closed out — a net gain of 11 holders — while 62 added to existing stakes and 44 trimmed.

The largest buyer was Caledonia Investments (Australia), adding an estimated $28.5M. The largest seller was Credit Suisse, cutting an estimated $19.4M.

  • 182 institutional investors held American Well (AMWL) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $702M of American Well stock for Q4 2021, down 24% quarter-over-quarter.
  • 42 funds opened new American Well positions in Q4 2021 and 31 closed out, a net change of +11 holders.
  • The largest American Well buyer in Q4 2021 was Caledonia Investments (Australia), an estimated $28.5M added.
  • The largest American Well seller in Q4 2021 was Credit Suisse, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2021.