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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
Teacher Retirement System of Texas
101
Teacher Retirement System of Texas
Texas
$33K -$15.9K -360 -31%
William Blair & Company
102
William Blair & Company
Illinois
$32.3K
LPL Financial
103
LPL Financial
California
$32K +$33.6K +761 New
Mackenzie Financial
104
Mackenzie Financial
Ontario, Canada
$31.6K
Jane Street
105
Jane Street
New York
$31.4K -$24.1K -547 -42%
Prudential Financial
106
Prudential Financial
New Jersey
$31.3K
TRCT
107
Tower Research Capital (TRC)
New York
$30.6K +$6.31K +143 +24%
SPIA
108
Steward Partners Investment Advisory
New York
$30.1K
X
109
Xponance
Pennsylvania
$30K +$2.56K +58 +9%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$29.8K -$162K -3,680 -84%
Verition Fund Management
111
Verition Fund Management
Connecticut
$29.4K +$30.9K +701 New
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$28.6K
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$26.9K
Creative Planning
114
Creative Planning
Kansas
$26.2K -$14.9K -338 -35%
DTL
115
Dynamic Technology Lab
Singapore
$23K +$24.9K +564 New
MML Investors Services
116
MML Investors Services
Massachusetts
$22K -$794 -18 -3%
RFWA
117
RPg Family Wealth Advisory
Massachusetts
$21.6K +$22.7K +514 New
PA
118
Perennial Advisors
New York
$21K
Simplex Trading
119
Simplex Trading
Illinois
$12K -$2.6K -59 -17%
S
120
SignatureFD
Georgia
$10.6K +$750 +17 +7%
UB
121
UMB Bank
Missouri
$10.1K +$10.6K +240 New
HIIFS
122
Harel Insurance Investments & Financial Services
Israel
$10K +$353 +8 +4%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$9.46K +$6.04K +137 +156%
NA
124
NewEdge Advisors
Louisiana
$8.4K
QT
125
Quantbot Technologies
New York
$7.81K +$8.21K +186 New

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.