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American Well

146 hedge funds and large institutions have $302M invested in American Well in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,993% more call options, than puts

Call options by funds: $2.47M | Put options by funds: $80K

7% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 46

0.03% more ownership

Funds ownership: 2.83%2.86% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 153146 (-7)

8% less capital invested

Capital invested by funds: $330M → $302M (-$28.1M)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
146
Holders Change
-7
Holders Change %
-4.58%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
49
Reduced
46
Closed
23
Calls
$2.47M
Puts
$80K
Net Calls
+$2.39M
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
SM
1
Senvest Management
New York
$46.6M +$6.07M +137,523 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$46.1M +$200K +4,525 +0.4%
BlackRock
3
BlackRock
New York
$44.7M +$2.91M +65,960 +7%
CIA
4
Caledonia Investments (Australia)
Australia
$36.4M +$55.1K +1,248 +0.1%
AIM
5
Alerce Investment Management
Illinois
$22M
State Street
6
State Street
Massachusetts
$12.7M -$149K -3,369 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.5M +$988K +22,389 +10%
Morgan Stanley
8
Morgan Stanley
New York
$6.09M -$968K -21,943 -13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$5.67M -$862K -19,526 -13%
UBS AM
10
UBS AM
Illinois
$5.03M
Northern Trust
11
Northern Trust
Illinois
$4.81M +$388K +8,787 +8%
RPA
12
Rock Point Advisors
Vermont
$4.27M +$536K +12,148 +14%
Renaissance Technologies
13
Renaissance Technologies
New York
$4.24M +$5.07K +115 +0.1%
Charles Schwab
14
Charles Schwab
California
$3.88M +$167K +3,782 +4%
AF
15
Aldebaran Financial
$3.68M -$7.72K -175 -11%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$2.96M +$3.11M +70,443 New
EHI
17
Eagle Health Investments
Connecticut
$2.93M
PF
18
Phoenix Financial
Israel
$2.92M -$105K -2,375 -3%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$2.71M +$702K +15,899 +33%
BG
20
Bellevue Group
Switzerland
$2M -$1.12M -25,428 -35%
Norges Bank
21
Norges Bank
Norway
$1.86M -$1.65M -37,470 -46%
Goldman Sachs
22
Goldman Sachs
New York
$1.83M +$249K +5,636 +15%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.72M +$82.4K +1,867 +5%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.57M -$2.29K -52 -0.1%
AG
25
Algert Global
California
$1.56M -$235K -5,329 -13%

AMWL Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q2 2023, worth a combined $302M — down 8.5% from $330M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AMWL and 16 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 49 added.

The largest buyer was Senvest Management, adding an estimated $6.07M. The largest seller was Norges Bank, cutting an estimated $1.65M.

  • 146 institutional investors held American Well (AMWL) as of Q2 2023, down from 153 in Q1 2023.
  • Funds reported $302M of American Well stock for Q2 2023, down 8.5% quarter-over-quarter.
  • 16 funds opened new American Well positions in Q2 2023 and 23 closed out, a net change of -7 holders.
  • The largest American Well buyer in Q2 2023 was Senvest Management, an estimated $6.07M added.
  • The largest American Well seller in Q2 2023 was Norges Bank, an estimated $1.65M sold.

Based on aggregated 13F filings for Q2 2023.