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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
MML Investors Services
126
MML Investors Services
Massachusetts
$12K
Simplex Trading
127
Simplex Trading
Illinois
$12K +$7.91K +234 +80%
ECM
128
Evergreen Capital Management
Washington
$12K +$17.3K +511 New
PA
129
Perennial Advisors
New York
$11.7K
QCG
130
Quadrant Capital Group
Ohio
$7.37K +$10.6K +315 New
US Bancorp
131
US Bancorp
Minnesota
$6.07K +$6.76K +200 +339%
HIIFS
132
Harel Insurance Investments & Financial Services
Israel
$6K +$34 +1 +0.4%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$5.44K -$16.1K -477 -67%
S
134
SignatureFD
Georgia
$5.27K -$912 -27 -11%
Osaic Holdings
135
Osaic Holdings
Arizona
$2.55K -$1.01K -30 -22%
WT
136
Washington Trust
Rhode Island
$1.18K
VNA
137
Valley National Advisers
Pennsylvania
$1K
HCP
138
Hexagon Capital Partners
Arkansas
$936
NFSG
139
Newbridge Financial Services Group
Florida
$673
Citigroup
140
Citigroup
New York
$615 -$187K -5,524 -100%
TWC
141
TD Waterhouse Canada
Ontario, Canada
$336
LC
142
Lindbrook Capital
California
$263 -$4.36K -129 -92%
AF
143
Allworth Financial
California
$119 +$169 +5 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$117 -$743 -22 -81%
CFS
145
CGC Financial Services
Oregon
$90
QC
146
Quent Capital
New York
$44
EHI
147
Eagle Health Investments
Connecticut
-$2.93M -69,752 Closed
BG
148
Bellevue Group
Switzerland
-$2M -47,681 Closed
AG
149
Algert Global
California
-$1.56M -37,250 Closed
Alyeska Investment Group
150
Alyeska Investment Group
Illinois
-$498K -11,856 Closed

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.