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American Well

164 hedge funds and large institutions have $539M invested in American Well in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $7.02M | Put options by funds: $1.17M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

9% more capital invested

Capital invested by funds: $495M → $539M (+$44.2M)

0.14% more ownership

Funds ownership: 2.52%2.66% (+0.14%)

7% less funds holding

Funds holding: 176164 (-12)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
164
Holders Change
-12
Holders Change %
-6.82%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
54
Reduced
48
Closed
37
Calls
$7.02M
Puts
$1.17M
Net Calls
+$5.85M
Net Calls Change
+$8.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$80.3M +$15.7M +209,850 +29%
CIA
2
Caledonia Investments (Australia)
Australia
$78.1M +$7.66M +102,700 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$77.4M +$3.45M +46,225 +5%
SM
4
Senvest Management
New York
$44.6M +$9.97M +133,628 +35%
AIM
5
Alerce Investment Management
Illinois
$27.2M
State Street
6
State Street
Massachusetts
$23.7M +$3.35M +44,963 +20%
EHI
7
Eagle Health Investments
Connecticut
$16.2M -$260K -3,479 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$16.1M +$1.75M +23,429 +14%
Renaissance Technologies
9
Renaissance Technologies
New York
$10.3M -$2.19M -29,290 -20%
Northern Trust
10
Northern Trust
Illinois
$9.15M +$1.49M +20,020 +23%
FI
11
Fosun International
China
$8.77M
Goldman Sachs
12
Goldman Sachs
New York
$8.03M +$999K +13,384 +17%
UBS AM
13
UBS AM
Illinois
$7.74M +$770K +10,316 +13%
BG
14
Bellevue Group
Switzerland
$7.64M
GIM
15
Granahan Investment Management
Massachusetts
$7.07M -$191K -2,554 -3%
Charles Schwab
16
Charles Schwab
California
$6.45M +$328K +4,402 +6%
PF
17
Phoenix Financial
Israel
$6.35M -$890K -11,922 -14%
Millennium Management
18
Millennium Management
New York
$6.12M +$5.29M +70,845 New
Morgan Stanley
19
Morgan Stanley
New York
$5.87M +$2.09M +28,029 +70%
RPA
20
Rock Point Advisors
Vermont
$5.72M -$195K -2,619 -4%
IM
21
Islet Management
New York
$4.28M
AF
22
Aldebaran Financial
$3.94M +$129K +1,726 +1,598%
N
23
Nuveen
North Carolina
$3.63M +$525K +7,042 +20%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.47M +$459K +6,148 +18%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.24M

AMWL Hedge Fund Activity: Q2 2022 in Review

164 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q2 2022, worth a combined $539M — up 8.9% from $495M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AMWL and 27 opened new positions — a net loss of 10 holders — while 48 trimmed existing stakes and 54 added.

The largest buyer was BlackRock, adding an estimated $15.7M. The largest seller was Federated Hermes, cutting an estimated $7.48M.

  • 164 institutional investors held American Well (AMWL) as of Q2 2022, down from 176 in Q1 2022.
  • Funds reported $539M of American Well stock for Q2 2022, up 8.9% quarter-over-quarter.
  • 27 funds opened new American Well positions in Q2 2022 and 37 closed out, a net change of -10 holders.
  • The largest American Well buyer in Q2 2022 was BlackRock, an estimated $15.7M added.
  • The largest American Well seller in Q2 2022 was Federated Hermes, an estimated $7.48M sold.

Based on aggregated 13F filings for Q2 2022.