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American Well

146 hedge funds and large institutions have $302M invested in American Well in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,993% more call options, than puts

Call options by funds: $2.47M | Put options by funds: $80K

7% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 46

0.03% more ownership

Funds ownership: 2.83%2.86% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 153146 (-7)

8% less capital invested

Capital invested by funds: $330M → $302M (-$28.1M)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
146
Holders Change
-7
Holders Change %
-4.58%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
49
Reduced
46
Closed
23
Calls
$2.47M
Puts
$80K
Net Calls
+$2.39M
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
76
Capital Performance Advisors
California
$81.1K
CCG
77
Ceeto Capital Group
Florida
$81K -$34.5K -782 -29%
CSS
78
Cubist Systematic Strategies
Connecticut
$79.1K +$47.6K +1,079 +134%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$76K +$36.4K +824 +84%
VIA
80
Vident Investment Advisory
Georgia
$73K +$76.7K +1,738 New
HI
81
Harbour Investments
Wisconsin
$70.5K -$21.6K -490 -23%
ProShare Advisors
82
ProShare Advisors
Maryland
$67K +$10.8K +245 +18%
SG Americas Securities
83
SG Americas Securities
New York
$59K -$7.24K -164 -11%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$58.4K
PFA
85
Pathway Financial Advisors
Vermont
$55.2K
Principal Financial Group
86
Principal Financial Group
Iowa
$54.7K -$221 -5 -0.4%
Two Sigma Advisers
87
Two Sigma Advisers
New York
$52.9K +$55.6K +1,260 New
NRD
88
Nebula Research & Development
New York
$52.9K +$28.9K +655 +108%
RC
89
RBF Capital
California
$52.5K
AB
90
Amalgamated Bank
New York
$50K
Victory Capital Management
91
Victory Capital Management
Texas
$47.3K -$1.15K -26 -2%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$42.9K
Mariner
93
Mariner
Kansas
$41.6K -$12K -272 -22%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$40.6K
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$38.7K +$13.4K +304 +58%
AIP
96
Ameritas Investment Partners
Nebraska
$36.1K
PAG
97
Private Advisor Group
New Jersey
$35.9K -$529 -12 -2%
Allspring Global Investments
98
Allspring Global Investments
North Carolina
$34.8K +$22.1K +501 +153%
CC
99
Cannell & Co
New York
$34.6K
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$34.5K -$138K -3,122 -79%

AMWL Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q2 2023, worth a combined $302M — down 8.5% from $330M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AMWL and 16 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 49 added.

The largest buyer was Senvest Management, adding an estimated $6.07M. The largest seller was Norges Bank, cutting an estimated $1.65M.

  • 146 institutional investors held American Well (AMWL) as of Q2 2023, down from 153 in Q1 2023.
  • Funds reported $302M of American Well stock for Q2 2023, down 8.5% quarter-over-quarter.
  • 16 funds opened new American Well positions in Q2 2023 and 23 closed out, a net change of -7 holders.
  • The largest American Well buyer in Q2 2023 was Senvest Management, an estimated $6.07M added.
  • The largest American Well seller in Q2 2023 was Norges Bank, an estimated $1.65M sold.

Based on aggregated 13F filings for Q2 2023.