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American Well

109 hedge funds and large institutions have $50.4M invested in American Well in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 2.96%2.69% (-0.26%)

17% less funds holding

Funds holding: 132109 (-23)

52% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 42

60% less capital invested

Capital invested by funds: $127M → $50.4M (-$77M)

Holders
109
Holders Change
-23
Holders Change %
-17.42%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
33
Reduced
32
Closed
42
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
SM
1
Senvest Management
New York
$7.83M +$705 +70 +0%
Morgan Stanley
2
Morgan Stanley
New York
$6.89M +$2.46M +244,410 +30%
CIA
3
Caledonia Investments (Australia)
Australia
$5.55M -$35.5K -3,524 -0.4%
AF
4
Aldebaran Financial
$4.11M +$171 +17 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.03M -$495K -49,177 -7%
AIM
6
Alerce Investment Management
Illinois
$3.4M
Renaissance Technologies
7
Renaissance Technologies
New York
$2.22M +$1.34M +133,265 +64%
BlackRock
8
BlackRock
New York
$2.22M -$6.97M -692,117 -67%
Millennium Management
9
Millennium Management
New York
$1.73M +$1.06M +105,141 +65%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$1.25M +$881K +87,505 +83%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$1.22M +$844K +83,876 +81%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.07M -$1.4M -139,077 -49%
Goldman Sachs
13
Goldman Sachs
New York
$894K +$1.15M +114,396 +494%
RPA
14
Rock Point Advisors
Vermont
$750K +$21.9K +2,175 +2%
Northern Trust
15
Northern Trust
Illinois
$631K -$95K -9,440 -9%
AQR Capital Management
16
AQR Capital Management
Connecticut
$616K +$210K +20,820 +28%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$515K
TPC
18
Takeda Pharmaceutical Company
Japan
$505K
Charles Schwab
19
Charles Schwab
California
$488K -$280K -27,847 -27%
State Street
20
State Street
Massachusetts
$323K -$1.98M -196,507 -80%
YIH
21
Y-Intercept (HK)
Hong Kong
$319K +$494K +49,117 New
Jane Street
22
Jane Street
New York
$295K +$364K +36,172 +390%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$227K +$335K +33,273 +1,922%
Invesco
24
Invesco
Georgia
$213K -$34.4K -3,419 -9%
SOW
25
State of Wyoming
Wyoming
$207K +$144K +14,297 +82%

AMWL Hedge Fund Activity: Q2 2024 in Review

109 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q2 2024, worth a combined $50.4M — down 60% from $127M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMWL and 20 opened new positions — a net loss of 22 holders — while 32 trimmed existing stakes and 33 added.

The largest buyer was Morgan Stanley, adding an estimated $2.46M. The largest seller was BlackRock, cutting an estimated $6.97M.

  • 109 institutional investors held American Well (AMWL) as of Q2 2024, down from 132 in Q1 2024.
  • Funds reported $50.4M of American Well stock for Q2 2024, down 60% quarter-over-quarter.
  • 20 funds opened new American Well positions in Q2 2024 and 42 closed out, a net change of -22 holders.
  • The largest American Well buyer in Q2 2024 was Morgan Stanley, an estimated $2.46M added.
  • The largest American Well seller in Q2 2024 was BlackRock, an estimated $6.97M sold.

Based on aggregated 13F filings for Q2 2024.