American Well
AMWL
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.
0.09% more ownership
Funds ownership: 2.86% → 2.96% (+0.09%)
6% less funds holding
Funds holding: 140 → 132 (-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
42% less capital invested
Capital invested by funds: $221M → $127M (-$93.5M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
69% less call options, than puts
Call options by funds: $33K | Put options by funds: $107K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.33M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$1.7M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.47M |
| 4 |
Renaissance Technologies
New York
|
+$1.19M |
| 5 |
D.E. Shaw & Co
New York
|
+$885K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4M |
| 2 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$2.34M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.26M |
| 4 |
BlackRock
New York
|
-$912K |
| 5 |
HF
HRT Financial
New York
|
-$709K |
AMWL Hedge Fund Activity: Q1 2024 in Review
132 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q1 2024, worth a combined $127M — down 42% from $221M 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 Morgan Stanley, adding an estimated $9.33M. 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 42% 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 Morgan Stanley, an estimated $9.33M 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.