We are live on ! Find out more
AMWL icon

American Well

132 hedge funds and large institutions have $127M invested in American Well in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% less ownership

Funds ownership: 3.01%2.96% (-0.06%)

6% less funds holding

Funds holding: 140132 (-8)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

45% less capital invested

Capital invested by funds: $232M → $127M (-$105M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

69% less call options, than puts

Call options by funds: $33K | Put options by funds: $107K

Holders
132
Holders Change
-8
Holders Change %
-5.71%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
33
Reduced
50
Closed
24
Calls
$33K
Puts
$107K
Net Calls
-$74K
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
1
Senvest Management
New York
$19.5M +$612K +28,544 +2%
BlackRock
2
BlackRock
New York
$16.8M -$912K -42,527 -4%
CIA
3
Caledonia Investments (Australia)
Australia
$13.9M -$141K -6,558 -0.8%
Morgan Stanley
4
Morgan Stanley
New York
$13.2M +$1.15M +53,641 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.9M +$205K +9,546 +1%
AIM
6
Alerce Investment Management
Illinois
$8.49M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.56M +$28.4K +1,324 +0.5%
State Street
8
State Street
Massachusetts
$3.99M +$174K +8,131 +3%
AF
9
Aldebaran Financial
$3.77M -$515 -24 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$3.38M +$1.19M +55,470 +36%
Millennium Management
11
Millennium Management
New York
$2.62M +$437K +20,366 +14%
RPA
12
Rock Point Advisors
Vermont
$1.84M +$217K +10,127 +10%
Northern Trust
13
Northern Trust
Illinois
$1.73M -$12K -559 -0.5%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$1.71M -$7.51K -350 -0.3%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$1.69M +$1.47M +68,629 +193%
Charles Schwab
16
Charles Schwab
California
$1.67M +$410K +19,102 +23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.28M +$1.7M +79,210 New
TPC
18
Takeda Pharmaceutical Company
Japan
$1.26M
AQR Capital Management
19
AQR Capital Management
Connecticut
$1.2M +$703K +32,797 +80%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$1.03M -$16.7K -780 -3%
UBS Group
21
UBS Group
Switzerland
$907K -$90.3K -4,208 -7%
Citadel Advisors
22
Citadel Advisors
Florida
$766K -$1.26M -58,594 -55%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$728K +$885K +41,249 +1,124%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$623K -$51.6K -2,407 -6%
HighTower Advisors
25
HighTower Advisors
Illinois
$608K

AMWL Hedge Fund Activity: Q1 2024 in Review

132 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q1 2024, worth a combined $127M — down 45% from $232M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of AMWL and 19 opened new positions — a net loss of 5 holders — while 50 trimmed existing stakes and 33 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $1.7M. The largest seller was Bank of Montreal, exiting entirely with an estimated $4M sold.

  • 132 institutional investors held American Well (AMWL) as of Q1 2024, down from 140 in Q4 2023.
  • Funds reported $127M of American Well stock for Q1 2024, down 45% quarter-over-quarter.
  • 19 funds opened new American Well positions in Q1 2024 and 24 closed out, a net change of -5 holders.
  • The largest American Well buyer in Q1 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.7M added.
  • The largest American Well seller in Q1 2024 was Bank of Montreal, an estimated $4M sold.

Based on aggregated 13F filings for Q1 2024.