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American Well

153 hedge funds and large institutions have $330M invested in American Well in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,937% more call options, than puts

Call options by funds: $3.16M | Put options by funds: $155K

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

0% more ownership

Funds ownership: 2.83%2.83% (+0%)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 154153 (-1)

14% less capital invested

Capital invested by funds: $384M → $330M (-$53.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
50
Reduced
45
Closed
19
Calls
$3.16M
Puts
$155K
Net Calls
+$3M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$51.6M +$848K +13,227 +1%
BlackRock
2
BlackRock
New York
$47.1M +$807K +12,591 +1%
SM
3
Senvest Management
New York
$45.9M +$10.1M +158,191 +19%
CIA
4
Caledonia Investments (Australia)
Australia
$40.9M
AIM
5
Alerce Investment Management
Illinois
$24.7M
State Street
6
State Street
Massachusetts
$14.4M +$361K +5,631 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.7M +$526K +8,199 +4%
Morgan Stanley
8
Morgan Stanley
New York
$7.88M -$2.39M -37,254 -18%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$7.29M +$311K +4,843 +3%
UBS AM
10
UBS AM
Illinois
$5.03M -$411K -6,412 -6%
Northern Trust
11
Northern Trust
Illinois
$4.99M -$307K -4,780 -4%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.76M -$100K -1,560 -2%
RPA
13
Rock Point Advisors
Vermont
$4.22M +$404K +6,300 +8%
Charles Schwab
14
Charles Schwab
California
$4.18M -$33.6K -524 -0.6%
Norges Bank
15
Norges Bank
Norway
$3.85M +$816K +12,725 +18%
BG
16
Bellevue Group
Switzerland
$3.45M -$1.57M -24,512 -25%
PF
17
Phoenix Financial
Israel
$3.4M
EHI
18
Eagle Health Investments
Connecticut
$3.29M
AF
19
Aldebaran Financial
$3.28M -$22.8K -355 -18%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$2.29M +$782K +12,197 +33%
AG
21
Algert Global
California
$2.01M +$2.13M +33,203 +354%
Bank of America
22
Bank of America
North Carolina
$1.89M +$2.24M +34,894 +686%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.85M -$38K -592 -1%
Goldman Sachs
24
Goldman Sachs
New York
$1.79M +$637K +9,928 +35%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.77M +$4.3K +67 +0.2%

AMWL Hedge Fund Activity: Q1 2023 in Review

153 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q1 2023, worth a combined $330M — down 14% from $384M a quarter earlier.

Fund positioning in AMWL was balanced in Q1 2023: 19 funds opened new positions, 19 closed out, 50 added to existing stakes and 45 trimmed.

The largest buyer was Senvest Management, adding an estimated $10.1M. The largest seller was Granahan Investment Management, exiting entirely with an estimated $5.36M sold.

  • 153 institutional investors held American Well (AMWL) as of Q1 2023, down from 154 in Q4 2022.
  • Funds reported $330M of American Well stock for Q1 2023, down 14% quarter-over-quarter.
  • 19 funds opened new American Well positions in Q1 2023 and 19 closed out, a net change of 0 holders.
  • The largest American Well buyer in Q1 2023 was Senvest Management, an estimated $10.1M added.
  • The largest American Well seller in Q1 2023 was Granahan Investment Management, an estimated $5.36M sold.

Based on aggregated 13F filings for Q1 2023.