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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$71.6M +$625K +7,400 +0.9%
CIA
2
Caledonia Investments (Australia)
Australia
$67.4M -$1.56M -18,427 -2%
BlackRock
3
BlackRock
New York
$60.6M +$4.87M +57,697 +9%
SM
4
Senvest Management
New York
$32.2M +$17.7M +210,250 +122%
AIM
5
Alerce Investment Management
Illinois
$26.5M
State Street
6
State Street
Massachusetts
$19.3M +$3.02M +35,788 +19%
EHI
7
Eagle Health Investments
Connecticut
$16M +$6.6M +78,155 +70%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.7M +$167K +1,976 +1%
Renaissance Technologies
9
Renaissance Technologies
New York
$12.5M +$11.4M +134,910 +1,019%
Federated Hermes
10
Federated Hermes
Pennsylvania
$8.76M +$2.19M +26,006 +33%
FI
11
Fosun International
China
$8.55M
BG
12
Bellevue Group
Switzerland
$7.45M -$1.51M -17,907 -17%
Northern Trust
13
Northern Trust
Illinois
$7.23M -$187K -2,211 -3%
PF
14
Phoenix Financial
Israel
$7.19M +$1.9M +22,459 +36%
GIM
15
Granahan Investment Management
Massachusetts
$7.1M +$1.15M +13,602 +19%
AF
16
Aldebaran Financial
$7.07M -$253 -3 -3%
Goldman Sachs
17
Goldman Sachs
New York
$6.7M +$2.21M +26,206 +49%
UBS AM
18
UBS AM
Illinois
$6.67M -$11.2M -132,697 -63%
Charles Schwab
19
Charles Schwab
California
$5.92M +$232K +2,750 +4%
RPA
20
Rock Point Advisors
Vermont
$5.8M +$3.78M +44,747 +186%
Two Sigma Investments
21
Two Sigma Investments
New York
$5.74M -$1.84M -21,845 -24%
UBS Group
22
UBS Group
Switzerland
$4.86M -$599K -7,100 -11%
IM
23
Islet Management
New York
$4.17M
CS
24
Credit Suisse
Switzerland
$3.73M +$24.1K +286 +0.7%
Morgan Stanley
25
Morgan Stanley
New York
$3.36M -$5.72M -67,824 -63%

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.