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American Well

65 hedge funds and large institutions have $66.1M invested in American Well in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

46.5% more ownership

Funds ownership: 2.69%49.19% (+46%)

31% more capital invested

Capital invested by funds: $50.4M → $66.1M (+$15.7M)

40% less funds holding

Funds holding: 10965 (-44)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

74% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 58

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $686K

Holders
65
Holders Change
-44
Holders Change %
-40.37%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
15
Increased
14
Reduced
26
Closed
58
Calls
Puts
$686K
Net Calls
-$686K
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
-$9.79K -1,507 Closed
HSBC Holdings
102
HSBC Holdings
United Kingdom
-$9.54K -1,429 Closed
Bank of New York Mellon
103
Bank of New York Mellon
New York
-$8.02K -1,234 Closed
MPCA
104
Madison Park Capital Advisors
Washington
-$7.44K -1,145 Closed
RJFSA
105
Raymond James Financial Services Advisors
Florida
-$6.08K -936 Closed
VOYA Investment Management
106
VOYA Investment Management
Georgia
-$5.48K -843 Closed
Mackenzie Financial
107
Mackenzie Financial
Ontario, Canada
-$4.89K -752 Closed
PAG
108
Private Advisor Group
New Jersey
-$4.85K -747 Closed
AHL
109
Abel Hall LLC
Louisiana
-$4.69K -722 Closed
Macquarie Group
110
Macquarie Group
Australia
-$4.14K -637 Closed
GSC
111
Ground Swell Capital
South Carolina
-$3.57K -550 Closed
GS
112
GTS Securities
New York
-$4.64K -548 Closed
LPL Financial
113
LPL Financial
California
-$3.54K -545 Closed
VDI
114
Vaughan David Investments
Illinois
-$3K -500 Closed
MGIA
115
Moneta Group Investment Advisors
Missouri
-$64.3K -494 Closed
MAM
116
Meeder Asset Management
Ohio
-$1.86K -286 Closed
HIIFS
117
Harel Insurance Investments & Financial Services
Israel
-$1K -207 Closed
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
-$335 -52 Closed
WT
119
Washington Trust
Rhode Island
-$328 -51 Closed
OPTFSNA
120
Old Point Trust & Financial Services N A
Virginia
-$81 -13 Closed
CA
121
Centerpoint Advisors
Massachusetts
-$8 -1 -13%

AMWL Hedge Fund Activity: Q3 2024 in Review

65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q3 2024, worth a combined $66.1M — up 31% from $50.4M a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AMWL and 15 opened new positions — a net loss of 43 holders — while 26 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $950K. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $1.25M sold.

  • 65 institutional investors held American Well (AMWL) as of Q3 2024, down from 109 in Q2 2024.
  • Funds reported $66.1M of American Well stock for Q3 2024, up 31% quarter-over-quarter.
  • 15 funds opened new American Well positions in Q3 2024 and 58 closed out, a net change of -43 holders.
  • The largest American Well buyer in Q3 2024 was Morgan Stanley, an estimated $950K added.
  • The largest American Well seller in Q3 2024 was Jacobs Levy Equity Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2024.