American Well
AMWL
140 hedge funds and large institutions have $232M invested in American Well in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 31 closing their positions.
7,404% more call options, than puts
Call options by funds: $1.73M | Put options by funds: $23K
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
40% more capital invested
Capital invested by funds: $165M → $232M (+$66.9M)
17% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 41
0.25% more ownership
Funds ownership: 2.76% → 3.01% (+0.25%)
6% less funds holding
Funds holding: 149 → 140 (-9)
26% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.6M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.13M |
| 3 |
Millennium Management
New York
|
+$2.39M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.72M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.16M |
| 2 |
State Street
Boston,
Massachusetts
|
-$1.72M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$1.2M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.02M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$585K |
AMWL Hedge Fund Activity: Q4 2023 in Review
140 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q4 2023, worth a combined $232M — up 40% from $165M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of AMWL and 23 opened new positions — a net loss of 8 holders — while 41 trimmed existing stakes and 48 added.
The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Vanguard Group, cutting an estimated $5.16M.
- 140 institutional investors held American Well (AMWL) as of Q4 2023, down from 149 in Q3 2023.
- Funds reported $232M of American Well stock for Q4 2023, up 40% quarter-over-quarter.
- 23 funds opened new American Well positions in Q4 2023 and 31 closed out, a net change of -8 holders.
- The largest American Well buyer in Q4 2023 was Morgan Stanley, an estimated $12.6M added.
- The largest American Well seller in Q4 2023 was Vanguard Group, an estimated $5.16M sold.
Based on aggregated 13F filings for Q4 2023.