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American Well

109 hedge funds and large institutions have $50.4M invested in American Well in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 2.96%2.69% (-0.26%)

17% less funds holding

Funds holding: 132109 (-23)

52% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 42

60% less capital invested

Capital invested by funds: $127M → $50.4M (-$77M)

Holders
109
Holders Change
-23
Holders Change %
-17.42%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
33
Reduced
32
Closed
42
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$8.02K -$374K -37,164 -97%
MPCA
77
Madison Park Capital Advisors
Washington
$7.44K
Group One Trading
78
Group One Trading
Illinois
$7.22K -$2.67K -265 -19%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$7K +$6.51K +647 +153%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$6.08K -$30 -3 -0.3%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$5.48K -$43.5K -4,326 -84%
Simplex Trading
82
Simplex Trading
Illinois
$5K -$3.93K -390 -33%
Mackenzie Financial
83
Mackenzie Financial
Ontario, Canada
$4.89K
PAG
84
Private Advisor Group
New Jersey
$4.85K
AHL
85
Abel Hall LLC
Louisiana
$4.69K +$7.27K +722 New
SPIA
86
Steward Partners Investment Advisory
New York
$4.66K
Macquarie Group
87
Macquarie Group
Australia
$4.14K +$6.41K +637 New
GSC
88
Ground Swell Capital
South Carolina
$3.57K +$5.54K +550 New
GS
89
GTS Securities
New York
$3.56K +$5.52K +548 New
LPL Financial
90
LPL Financial
California
$3.54K +$372 +37 +7%
PA
91
Perennial Advisors
New York
$3.25K
VDI
92
Vaughan David Investments
Illinois
$3K
MAM
93
Meeder Asset Management
Ohio
$1.86K +$2.88K +286 New
JP Morgan Chase
94
JP Morgan Chase
New York
$1.15K -$94.2K -9,355 -98%
HIIFS
95
Harel Insurance Investments & Financial Services
Israel
$1K +$1.05K +104 +101%
S
96
SignatureFD
Georgia
$974
Osaic Holdings
97
Osaic Holdings
Arizona
$808 +$584 +58 +87%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$701 -$33.7K -3,350 -97%
EWA
99
EverSource Wealth Advisors
Alabama
$368 -$413 -41 -95%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$335 -$1.99K -198 -79%

AMWL Hedge Fund Activity: Q2 2024 in Review

109 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q2 2024, worth a combined $50.4M — down 60% from $127M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMWL and 20 opened new positions — a net loss of 22 holders — while 32 trimmed existing stakes and 33 added.

The largest buyer was Morgan Stanley, adding an estimated $2.46M. The largest seller was BlackRock, cutting an estimated $6.97M.

  • 109 institutional investors held American Well (AMWL) as of Q2 2024, down from 132 in Q1 2024.
  • Funds reported $50.4M of American Well stock for Q2 2024, down 60% quarter-over-quarter.
  • 20 funds opened new American Well positions in Q2 2024 and 42 closed out, a net change of -22 holders.
  • The largest American Well buyer in Q2 2024 was Morgan Stanley, an estimated $2.46M added.
  • The largest American Well seller in Q2 2024 was BlackRock, an estimated $6.97M sold.

Based on aggregated 13F filings for Q2 2024.