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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
PI
101
PineBridge Investments
New York
$26K +$37.5K +1,111 New
Fidelity Investments
102
Fidelity Investments
Massachusetts
$25.5K +$29.2K +864 +384%
Point72 Asset Management
103
Point72 Asset Management
Connecticut
$24K +$34.7K +1,026 New
RJFSA
104
Raymond James Financial Services Advisors
Florida
$22K -$2.77K -82 -8%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$20.6K +$29.7K +880 New
CC
106
Cannell & Co
New York
$19.3K
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$19.2K +$27.7K +820 New
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$19K +$608 +18 +2%
LPL Financial
109
LPL Financial
California
$18.4K +$878 +26 +3%
BFM
110
Boothbay Fund Management
New York
$18.1K +$26.2K +774 New
William Blair & Company
111
William Blair & Company
Illinois
$18K
Prudential Financial
112
Prudential Financial
New Jersey
$17.5K
Wolverine Trading
113
Wolverine Trading
Illinois
$17.2K -$66.2K -1,960 -73%
Mackenzie Financial
114
Mackenzie Financial
Ontario, Canada
$16.9K
SPIA
115
Steward Partners Investment Advisory
New York
$16.8K
X
116
Xponance
Pennsylvania
$16.7K
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$15.7K -$372 -11 -2%
PAG
118
Private Advisor Group
New Jersey
$15.3K -$2.74K -81 -11%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$15K
OAC
120
OMERS Administration Corp
Ontario, Canada
$14.5K +$20.9K +620 New
GS
121
GTS Securities
New York
$14.4K +$20.7K +613 New
TRCT
122
Tower Research Capital (TRC)
New York
$14K -$4.53K -134 -18%
LNWWM
123
Laird Norton Wetherby Wealth Management
California
$13.7K +$19.8K +587 New
Creative Planning
124
Creative Planning
Kansas
$13.2K -$1.96K -58 -9%
RFWA
125
RPg Family Wealth Advisory
Massachusetts
$12K

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.