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American Well

153 hedge funds and large institutions have $330M invested in American Well in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,937% more call options, than puts

Call options by funds: $3.16M | Put options by funds: $155K

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

0% more ownership

Funds ownership: 2.83%2.83% (+0%)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 154153 (-1)

14% less capital invested

Capital invested by funds: $384M → $330M (-$53.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
50
Reduced
45
Closed
19
Calls
$3.16M
Puts
$155K
Net Calls
+$3M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$111K -$449 -7 -0.3%
WGCA
77
Wolf Group Capital Advisors
Virginia
$109K
HI
78
Harbour Investments
Wisconsin
$102K -$4.3K -67 -3%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$102K +$4.75K +74 +4%
PFO
80
Pathstone Family Office
New Jersey
$95.4K +$130K +2,022 New
CPA
81
Capital Performance Advisors
California
$91.2K
Brown Advisory
82
Brown Advisory
Maryland
$74.4K
SG Americas Securities
83
SG Americas Securities
New York
$74K -$1.22K -19 -1%
Handelsbanken Fonder
84
Handelsbanken Fonder
Sweden
$74K
SOW
85
State of Wyoming
Wyoming
$70.7K +$17.6K +274 +22%
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$65.7K
ProShare Advisors
87
ProShare Advisors
Maryland
$63.7K -$8.08K -126 -9%
CWM
88
Centurion Wealth Management
Virginia
$62.7K
SWM
89
Spire Wealth Management
Virginia
$62.7K +$85.2K +1,328 New
PFA
90
Pathway Financial Advisors
Vermont
$62K
Principal Financial Group
91
Principal Financial Group
Iowa
$61.7K +$36K +561 +75%
Jane Street
92
Jane Street
New York
$61.1K +$37.3K +582 +82%
Mariner
93
Mariner
Kansas
$59K -$99.8K -1,556 -55%
RC
94
RBF Capital
California
$59K
AB
95
Amalgamated Bank
New York
$56K -$18K -280 -19%
Victory Capital Management
96
Victory Capital Management
Texas
$54.3K +$257 +4 +0.3%
Teacher Retirement System of Texas
97
Teacher Retirement System of Texas
Texas
$54K -$1.6K -25 -2%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$48.2K -$6.22K -97 -9%
Russell Investments Group
99
Russell Investments Group
United Kingdom
$46.3K +$62.8K +980 New
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$46K -$64.6K -1,007 -51%

AMWL Hedge Fund Activity: Q1 2023 in Review

153 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q1 2023, worth a combined $330M — down 14% from $384M a quarter earlier.

Fund positioning in AMWL was balanced in Q1 2023: 19 funds opened new positions, 19 closed out, 50 added to existing stakes and 45 trimmed.

The largest buyer was Senvest Management, adding an estimated $10.1M. The largest seller was Granahan Investment Management, exiting entirely with an estimated $5.36M sold.

  • 153 institutional investors held American Well (AMWL) as of Q1 2023, down from 154 in Q4 2022.
  • Funds reported $330M of American Well stock for Q1 2023, down 14% quarter-over-quarter.
  • 19 funds opened new American Well positions in Q1 2023 and 19 closed out, a net change of 0 holders.
  • The largest American Well buyer in Q1 2023 was Senvest Management, an estimated $10.1M added.
  • The largest American Well seller in Q1 2023 was Granahan Investment Management, an estimated $5.36M sold.

Based on aggregated 13F filings for Q1 2023.