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American Well
AMWL

149 hedge funds and large institutions have $165M invested in American Well in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,818% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $17K

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

2% more funds holding

Funds holding: 146 → 149 (+3)

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.1% less ownership

Funds ownership: 2.86% → 2.76% (-0.1%)

45% less capital invested

Capital invested by funds: $302M → $165M (-$137M)

Holders
149
Holders Change
+3
Holders Change %
+2.05%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
45
Reduced
44
Closed
22
Calls
$1.35M
Puts
$17K
Net Calls
+$1.33M
Net Calls Change
-$1.06M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.47M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.55M
3
Millennium Management
Millennium Management
New York
+$1.48M
4
SM
Senvest Management
New York
+$1.37M
5
Bank of America
Bank of America
North Carolina
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$7.69M
2
UBS AM
UBS AM
Illinois
-$3.15M
3
EHI
Eagle Health Investments
Connecticut
-$2.93M
4
BG
Bellevue Group
Switzerland
-$2M
5
AG
Algert Global
California
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
SM
1
Senvest Management
New York
$26.9M +$1.37M +40,662 +4%
BlackRock
2
BlackRock
New York
$24.6M -$377K -11,154 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.4M -$7.69M -227,493 -21%
CIA
4
Caledonia Investments (Australia)
Australia
$20.2M -$89K -2,633 -0.3%
AIM
5
Alerce Investment Management
Illinois
$12.3M – – –
State Street
6
State Street
Massachusetts
$7.22M +$208K +6,146 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.08M +$353K +10,451 +4%
Morgan Stanley
8
Morgan Stanley
New York
$5.8M +$3.47M +102,808 +71%
AF
9
Aldebaran Financial
$2.84M -$9.97K -295 -21%
Northern Trust
10
Northern Trust
Illinois
$2.71M +$37.7K +1,117 +1%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.52M +$230K +6,815 +7%
Charles Schwab
12
Charles Schwab
California
$2.28M +$175K +5,180 +6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.22M -$1.35M -39,834 -30%
RPA
14
Rock Point Advisors
Vermont
$2.2M -$253K -7,493 -7%
PF
15
Phoenix Financial
Israel
$1.63M – – –
Citadel Advisors
16
Citadel Advisors
Florida
$1.28M +$1.55M +45,860 +527%
UBS Group
17
UBS Group
Switzerland
$1.26M +$564K +16,689 +45%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$1.19M -$465K -13,761 -21%
Millennium Management
19
Millennium Management
New York
$1.02M +$1.48M +43,756 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$958K -$2.67K -79 -0.2%
Bank of America
21
Bank of America
North Carolina
$935K +$1.24M +36,719 +1,131%
HighTower Advisors
22
HighTower Advisors
Illinois
$877K – – –
Goldman Sachs
23
Goldman Sachs
New York
$846K -$253K -7,487 -17%
GCP
24
GSA Capital Partners
United Kingdom
$839K +$521K +15,421 +76%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$833K -$1.18M -34,840 -49%
1
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AMWL Hedge Fund Activity: Q3 2023 in Review

149 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q3 2023, worth a combined $165M — down 45% from $302M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AMWL positions and 22 closed out — a net gain of 3 holders — while 45 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.47M. The largest seller was Vanguard Group, cutting an estimated $7.69M.

  • 149 institutional investors held American Well (AMWL) as of Q3 2023, up from 146 in Q2 2023.
  • Funds reported $165M of American Well stock for Q3 2023, down 45% quarter-over-quarter.
  • 25 funds opened new American Well positions in Q3 2023 and 22 closed out, a net change of +3 holders.
  • The largest American Well buyer in Q3 2023 was Morgan Stanley, an estimated $3.47M added.
  • The largest American Well seller in Q3 2023 was Vanguard Group, an estimated $7.69M sold.

Based on aggregated 13F filings for Q3 2023.