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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
Creative Planning
101
Creative Planning
Kansas
$45.4K -$321 -5 -0.5%
Citigroup
102
Citigroup
New York
$44.3K +$34.5K +538 +134%
ECM
103
ExodusPoint Capital Management
New York
$44K -$262K -4,084 -81%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$43.7K
AIP
105
Ameritas Investment Partners
Nebraska
$40.6K
CC
106
Cannell & Co
New York
$38.9K
CSS
107
Cubist Systematic Strategies
Connecticut
$37.9K +$13.5K +211 +36%
William Blair & Company
108
William Blair & Company
Illinois
$36.3K +$49.4K +770 New
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
$35.5K
PAG
110
Private Advisor Group
New Jersey
$35.3K
Prudential Financial
111
Prudential Financial
New Jersey
$35.2K -$321 -5 -0.7%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$34.9K +$47.5K +740 New
SPIA
113
Steward Partners Investment Advisory
New York
$33.9K
OQS
114
Occudo Quantitative Strategies
Florida
$32.3K -$1.15K -18 -3%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$32.1K +$1.35K +21 +3%
X
116
Xponance
Pennsylvania
$30.9K
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$30.3K -$4.49K -70 -10%
QC
118
Quadrature Capital
United Kingdom
$28.9K -$111K -1,732 -74%
NRD
119
Nebula Research & Development
New York
$28.5K +$38.7K +604 New
TRCT
120
Tower Research Capital (TRC)
New York
$28K +$15.5K +242 +70%
MML Investors Services
121
MML Investors Services
Massachusetts
$26K
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$24.7K +$33.5K +523 New
NFSG
123
Newbridge Financial Services Group
Florida
$23.8K
PA
124
Perennial Advisors
New York
$23.6K +$32.1K +500 New
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$21.8K +$5.26K +82 +3%

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.