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American Well

176 hedge funds and large institutions have $495M invested in American Well in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% less ownership

Funds ownership: 2.53%2.52% (-0.02%)

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

3% less funds holding

Funds holding: 182176 (-6)

15% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 60

28% less call options, than puts

Call options by funds: $6M | Put options by funds: $8.35M

30% less capital invested

Capital invested by funds: $702M → $495M (-$208M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
51
Reduced
60
Closed
32
Calls
$6M
Puts
$8.35M
Net Calls
-$2.35M
Net Calls Change
-$5.77M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
126
Arizona State Retirement System
Arizona
$65K +$5.06K +60 +8%
SPIA
127
Steward Partners Investment Advisory
New York
$60K +$60.6K +718 New
AIP
128
Ameritas Investment Partners
Nebraska
$59K
AAM
129
Advisors Asset Management
Colorado
$58K -$24.1K -285 -29%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$54K -$155K -1,839 -74%
NFSG
131
Newbridge Financial Services Group
Florida
$52K
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$50K +$6.08K +72 +14%
DU
133
Delphia (USA)
Ontario, Canada
$50K +$50.4K +597 New
Janus Henderson Group
134
Janus Henderson Group
United Kingdom
$48K +$422 +5 +0.9%
MML Investors Services
135
MML Investors Services
Massachusetts
$46K +$46.2K +547 New
SM
136
Sciencast Management
New Jersey
$45K +$46.8K +554 New
SOW
137
State of Wyoming
Wyoming
$44K +$37.2K +441 +538%
CIBC Asset Management
138
CIBC Asset Management
Ontario, Canada
$43K
Mackenzie Financial
139
Mackenzie Financial
Ontario, Canada
$43K +$43.2K +512 New
AWM
140
Apollon Wealth Management
South Carolina
$42K +$42.2K +500 New
VCM
141
Vigilant Capital Management
Maine
$42K +$42.2K +500 New
PHK
142
Point72 Hong Kong
Hong Kong
$34K +$21.7K +257 +175%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$34K +$27.9K +330 +440%
Osaic Holdings
144
Osaic Holdings
Arizona
$30K -$1.94K -23 -8%
CG
145
Cutler Group
California
$24K -$107K -1,263 -81%
HIIFS
146
Harel Insurance Investments & Financial Services
Israel
$22K -$3.97K -47 -15%
IA
147
IFP Advisors
Florida
$20K
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$18K
PI
149
PEAK6 Investments
Illinois
$11K +$11.5K +136 New
Fidelity Investments
150
Fidelity Investments
Massachusetts
$10K +$10.3K +122 New

AMWL Hedge Fund Activity: Q1 2022 in Review

176 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q1 2022, worth a combined $495M — down 30% from $702M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AMWL and 30 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 51 added.

The largest buyer was Senvest Management, adding an estimated $17.7M. The largest seller was Ibex Investors, exiting entirely with an estimated $13.2M sold.

  • 176 institutional investors held American Well (AMWL) as of Q1 2022, down from 182 in Q4 2021.
  • Funds reported $495M of American Well stock for Q1 2022, down 30% quarter-over-quarter.
  • 30 funds opened new American Well positions in Q1 2022 and 32 closed out, a net change of -2 holders.
  • The largest American Well buyer in Q1 2022 was Senvest Management, an estimated $17.7M added.
  • The largest American Well seller in Q1 2022 was Ibex Investors, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2022.