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 21 closing their positions.
7,818% more call options, than puts
Call options by funds: $1.35M | Put options by funds: $17K
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
3% more funds holding
Funds holding: 145 → 149 (+4)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.47M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.55M |
| 3 |
Millennium Management
New York
|
+$1.48M |
| 4 |
SM
Senvest Management
New York
|
+$1.37M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.69M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$3.15M |
| 3 |
EHI
Eagle Health Investments
Greenwich,
Connecticut
|
-$2.93M |
| 4 |
BG
Bellevue Group
Kuesnacht,
Switzerland
|
-$2M |
| 5 |
AG
Algert Global
San Francisco,
California
|
-$1.56M |
AMWL Hedge Fund Activity: Q3 2023 in Review
149 of the 6,310 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 21 closed out — a net gain of 4 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 145 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 21 closed out, a net change of +4 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.