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American Well
AMWL

Overview Fund Activity

140 hedge funds and large institutions have $232M invested in American Well in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-9
Holders Change %
-6.04%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
23
Increased
48
Reduced
41
Closed
31
Calls
$1.73M
Puts
$23K
Net Calls
+$1.7M
Net Calls Change
+$374K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$22.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4M
3
Millennium Management
Millennium Management
New York
$4.21M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$3.15M
5
Citadel Advisors
Citadel Advisors
Florida
$3.15M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$19.7M
2
State Street
State Street
Massachusetts
$7.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$59.8K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.59M
5
ECM
ExodusPoint Capital Management
New York
$37K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$2.09K +$2.09K +70 New
Osaic Holdings
127
Osaic Holdings
Arizona
$1.99K -$1.25K -42 -39%
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$1.74K +$1.74K +60 New
WT
129
Washington Trust
Rhode Island
$1.51K – – –
EWA
130
EverSource Wealth Advisors
Alabama
$1.49K +$1.49K +50 New
HCP
131
Hexagon Capital Partners
Arkansas
$1.19K – – –
TWC
132
TD Waterhouse Canada
Ontario, Canada
$378 – – –
BCWM
133
Bartlett & Co Wealth Management
Ohio
$330 +$330 +11 New
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$149 – – –
CFS
135
CGC Financial Services
Oregon
$115 – – –
QC
136
Quent Capital
New York
$57 – – –
Swiss National Bank
137
Swiss National Bank
Switzerland
– -$542K -23,160 Closed
BA
138
Bridgewater Associates
Connecticut
– -$471K -20,119 Closed
UBS AM
139
UBS AM
Illinois
– -$314K -13,436 Closed
VI
140
Versor Investments
New York
– -$294K -12,550 Closed
Janus Henderson Group
141
Janus Henderson Group
United Kingdom
– -$107K -4,583 Closed
ASRS
142
Arizona State Retirement System
Arizona
– -$70.2K -3,000 Closed
OTL
143
Oak Thistle LLC
New York
– -$64.6K -2,761 Closed
VPIM
144
Vanguard Personalized Indexing Management
California
– -$35.5K -1,518 Closed
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
– -$32.6K -1,392 Closed
PFA
146
Pathway Financial Advisors
Vermont
– -$30.7K -1,314 Closed
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
– -$29.9K -1,278 Closed
RC
148
RBF Capital
California
– -$29.3K -1,250 Closed
PI
149
PineBridge Investments
New York
– -$26K -1,111 Closed
Point72 Asset Management
150
Point72 Asset Management
Connecticut
– -$24K -1,026 Closed
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