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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
LC
126
Lindbrook Capital
California
$5.88K +$4.94K +112 +400%
Osaic Holdings
127
Osaic Holdings
Arizona
$5.81K -$1.32K -30 -18%
US Bancorp
128
US Bancorp
Minnesota
$2.46K -$12.3K -278 -82%
WT
129
Washington Trust
Rhode Island
$2.12K
VNA
130
Valley National Advisers
Pennsylvania
$2K
HCP
131
Hexagon Capital Partners
Arkansas
$1.68K
NFSG
132
Newbridge Financial Services Group
Florida
$1.21K -$21K -475 -94%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$1.13K -$1.9K -43 -61%
2L
134
25 LLC
Missouri
$1.04K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$1K -$3.57K -81 -86%
CG
136
Cutler Group
California
$1K
HDIM
137
Hanson & Doremus Investment Management
Vermont
$1K +$1.24K +28 New
EWA
138
EverSource Wealth Advisors
Alabama
$907 +$971 +22 New
GRP
139
Global Retirement Partners
California
$659
TWC
140
TD Waterhouse Canada
Ontario, Canada
$627
CFS
141
CGC Financial Services
Oregon
$162 +$176 +4 New
CA
142
Crewe Advisors
Utah
$84
QC
143
Quent Capital
New York
$80
HF
144
HRT Financial
New York
-$625K -13,257 Closed
Jennison Associates
145
Jennison Associates
New York
-$614K -13,006 Closed
DekaBank Deutsche Girozentrale
146
DekaBank Deutsche Girozentrale
Germany
-$486K -10,850 Closed
Squarepoint
147
Squarepoint
New York
-$482K -10,203 Closed
SW
148
SVB Wealth
Massachusetts
-$236K -5,004 Closed
PP
149
PDT Partners
New York
-$141K -2,988 Closed
MMA
150
Miracle Mile Advisors
California
-$126K -2,674 Closed

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.