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American Well

149 hedge funds and large institutions have $165M invested in American Well in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,818% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $17K

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

2% more funds holding

Funds holding: 146149 (+3)

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.1% less ownership

Funds ownership: 2.86%2.76% (-0.1%)

45% less capital invested

Capital invested by funds: $302M → $165M (-$137M)

Holders
149
Holders Change
+3
Holders Change %
+2.05%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
45
Reduced
44
Closed
22
Calls
$1.35M
Puts
$17K
Net Calls
+$1.33M
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
76
Arizona State Retirement System
Arizona
$70.2K +$2.7K +80 +3%
Brown Advisory
77
Brown Advisory
Maryland
$66.2K +$25.6K +759 +37%
OTL
78
Oak Thistle LLC
New York
$64.6K +$93.3K +2,761 New
EGM
79
Engineers Gate Manager
New York
$64.1K +$92.5K +2,739 New
CCG
80
Ceeto Capital Group
Florida
$61K +$22.9K +677 +35%
Group One Trading
81
Group One Trading
Illinois
$59.5K -$10.2K -303 -11%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$51K +$12.7K +376 +21%
PFO
83
Pathstone Family Office
New Jersey
$47.3K -$473 -14 -0.7%
CANY
84
Caxton Associates (New York)
New York
$46.8K -$20.8K -616 -24%
SEI Investments
85
SEI Investments
Pennsylvania
$46.1K +$66.5K +1,969 New
CPA
86
Capital Performance Advisors
California
$45.2K
VA
87
Vident Advisory
Georgia
$44.4K +$64.1K +1,898 New
Principal Financial Group
88
Principal Financial Group
Iowa
$40.2K +$14.1K +418 +32%
ProShare Advisors
89
ProShare Advisors
Maryland
$37.3K -$68 -2 -0.1%
QC
90
Quadrature Capital
United Kingdom
$35.6K +$51.5K +1,523 New
VPIM
91
Vanguard Personalized Indexing Management
California
$35.5K +$51.3K +1,518 New
HI
92
Harbour Investments
Wisconsin
$35.2K -$5.91K -175 -10%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$32.6K
Mariner
94
Mariner
Kansas
$32.3K +$13.2K +392 +40%
PFA
95
Pathway Financial Advisors
Vermont
$30.7K
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$29.9K +$15.4K +456 +55%
RC
97
RBF Capital
California
$29.3K
Victory Capital Management
98
Victory Capital Management
Texas
$28.8K +$3.58K +106 +9%
AIP
99
Ameritas Investment Partners
Nebraska
$28.5K +$12.1K +358 +42%
AB
100
Amalgamated Bank
New York
$28K

AMWL Hedge Fund Activity: Q3 2023 in Review

149 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q3 2023, worth a combined $165M — down 45% from $302M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AMWL positions and 22 closed out — a net gain of 3 holders — while 45 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.47M. The largest seller was Vanguard Group, cutting an estimated $7.69M.

  • 149 institutional investors held American Well (AMWL) as of Q3 2023, up from 146 in Q2 2023.
  • Funds reported $165M of American Well stock for Q3 2023, down 45% quarter-over-quarter.
  • 25 funds opened new American Well positions in Q3 2023 and 22 closed out, a net change of +3 holders.
  • The largest American Well buyer in Q3 2023 was Morgan Stanley, an estimated $3.47M added.
  • The largest American Well seller in Q3 2023 was Vanguard Group, an estimated $7.69M sold.

Based on aggregated 13F filings for Q3 2023.