American Well
AMWL
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.
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: 182 → 176 (-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: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Senvest Management
New York
|
+$17.7M |
| 2 |
Renaissance Technologies
New York
|
+$11.4M |
| 3 |
EHI
Eagle Health Investments
Greenwich,
Connecticut
|
+$6.6M |
| 4 |
BlackRock
New York
|
+$4.87M |
| 5 |
RPA
Rock Point Advisors
Burlington,
Vermont
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
II
Ibex Investors
Denver,
Colorado
|
-$13.2M |
| 2 |
DLPIC
Davide Leone & Partners Investment Company
London,
United Kingdom
|
-$11.7M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$11.2M |
| 4 |
LOAMS
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
-$10.1M |
| 5 |
Morgan Stanley
New York
|
-$5.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$84 | +1 | +100% |
|
|
C
202
Covestor
London,
United Kingdom
| – | +$84 | +1 | +50% |
|
|
DC
203
DeDora Capital
Napa,
California
| – | +$169 | +2 | 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.