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American Well

158 hedge funds and large institutions have $462M invested in American Well in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more call options, than puts

Call options by funds: $7.75M | Put options by funds: $1.68M

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less ownership

Funds ownership: 2.66%2.65% (-0%)

4% less funds holding

Funds holding: 164158 (-6)

14% less capital invested

Capital invested by funds: $539M → $462M (-$76.8M)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
158
Holders Change
-6
Holders Change %
-3.66%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
57
Reduced
44
Closed
22
Calls
$7.75M
Puts
$1.68M
Net Calls
+$6.07M
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$69.4M +$3.22M +36,796 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.4M +$4.94M +56,459 +6%
CIA
3
Caledonia Investments (Australia)
Australia
$62.9M -$2.37M -27,084 -3%
SM
4
Senvest Management
New York
$42.6M +$6.76M +77,172 +15%
AIM
5
Alerce Investment Management
Illinois
$25.5M +$3.5M +40,000 +13%
State Street
6
State Street
Massachusetts
$20.6M +$1.1M +12,550 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$15.1M +$2.19M +24,998 +13%
EHI
8
Eagle Health Investments
Connecticut
$13M -$480K -5,485 -3%
Northern Trust
9
Northern Trust
Illinois
$7.76M +$193K +2,201 +2%
Renaissance Technologies
10
Renaissance Technologies
New York
$7.68M -$1.04M -11,915 -10%
UBS AM
11
UBS AM
Illinois
$7.63M +$1.46M +16,676 +19%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$6.65M +$5.1M +58,237 +170%
BG
13
Bellevue Group
Switzerland
$6.35M
Charles Schwab
14
Charles Schwab
California
$6.23M +$1.05M +12,034 +16%
RPA
15
Rock Point Advisors
Vermont
$6.2M +$1.76M +20,126 +30%
GIM
16
Granahan Investment Management
Massachusetts
$5.99M +$145K +1,656 +2%
Goldman Sachs
17
Goldman Sachs
New York
$5.94M -$892K -10,183 -11%
WP
18
Woodline Partners
California
$5.74M +$5.13M +58,612 +275%
PF
19
Phoenix Financial
Israel
$5.27M -$124K -1,416 -2%
Morgan Stanley
20
Morgan Stanley
New York
$5.25M +$460K +5,254 +8%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$4.5M +$2.7M +30,889 +97%
AF
22
Aldebaran Financial
$4.23M +$2.8K +32 +2%
IM
23
Islet Management
New York
$3.56M
N
24
Nuveen
North Carolina
$2.96M -$68.9K -787 -2%
Millennium Management
25
Millennium Management
New York
$2.87M -$2.71M -30,905 -44%

AMWL Hedge Fund Activity: Q3 2022 in Review

158 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q3 2022, worth a combined $462M — down 14% from $539M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AMWL and 16 opened new positions — a net loss of 6 holders — while 44 trimmed existing stakes and 57 added.

The largest buyer was Senvest Management, adding an estimated $6.76M. The largest seller was Fosun International, exiting entirely with an estimated $8.77M sold.

  • 158 institutional investors held American Well (AMWL) as of Q3 2022, down from 164 in Q2 2022.
  • Funds reported $462M of American Well stock for Q3 2022, down 14% quarter-over-quarter.
  • 16 funds opened new American Well positions in Q3 2022 and 22 closed out, a net change of -6 holders.
  • The largest American Well buyer in Q3 2022 was Senvest Management, an estimated $6.76M added.
  • The largest American Well seller in Q3 2022 was Fosun International, an estimated $8.77M sold.

Based on aggregated 13F filings for Q3 2022.