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American Well

65 hedge funds and large institutions have $66.1M invested in American Well in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

46.5% more ownership

Funds ownership: 2.69%49.19% (+46%)

31% more capital invested

Capital invested by funds: $50.4M → $66.1M (+$15.7M)

40% less funds holding

Funds holding: 10965 (-44)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

74% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 58

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $686K

Holders
65
Holders Change
-44
Holders Change %
-40.37%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
15
Increased
14
Reduced
26
Closed
58
Calls
Puts
$686K
Net Calls
-$686K
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Change in
Stake
SM
1
Senvest Management
New York
$11.9M +$395K +46,699 +4%
Morgan Stanley
2
Morgan Stanley
New York
$11.1M +$950K +112,217 +11%
CIA
3
Caledonia Investments (Australia)
Australia
$7.98M -$114K -13,464 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.88M -$3.18K -376 -0.1%
AIM
5
Alerce Investment Management
Illinois
$4.97M -$8 -1 -0%
AF
6
Aldebaran Financial
$4.08M +$177K +20,843 +1,961%
BlackRock
7
BlackRock
New York
$2.69M -$482K -56,967 -17%
KLP
8
Kent Lake PR
Puerto Rico
$2.43M +$2.17M +256,641 New
Renaissance Technologies
9
Renaissance Technologies
New York
$2.08M -$1.03M -121,817 -36%
Millennium Management
10
Millennium Management
New York
$1.91M -$549K -64,767 -24%
RPA
11
Rock Point Advisors
Vermont
$1.78M +$615K +72,662 +63%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$1.53M -$226K -26,660 -14%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.39M +$43.2K +5,097 +4%
TPC
14
Takeda Pharmaceutical Company
Japan
$737K
BCM
15
Bridgeway Capital Management
Texas
$658K +$588K +69,398 New
State Street
16
State Street
Massachusetts
$431K -$36.4K -4,301 -9%
Marshall Wace
17
Marshall Wace
United Kingdom
$410K +$366K +43,248 New
HighTower Advisors
18
HighTower Advisors
Illinois
$355K +$317K +37,467 New
TI
19
Trexquant Investment
Connecticut
$321K +$287K +33,904 New
Invesco
20
Invesco
Georgia
$313K +$1.13K +133 +0.4%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$277K -$68 -8 -0%
Norges Bank
22
Norges Bank
Norway
$266K
Northern Trust
23
Northern Trust
Illinois
$256K -$594K -70,148 -72%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$222K
Two Sigma Advisers
25
Two Sigma Advisers
New York
$192K -$2.41K -285 -1%

AMWL Hedge Fund Activity: Q3 2024 in Review

65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q3 2024, worth a combined $66.1M — up 31% from $50.4M a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AMWL and 15 opened new positions — a net loss of 43 holders — while 26 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $950K. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $1.25M sold.

  • 65 institutional investors held American Well (AMWL) as of Q3 2024, down from 109 in Q2 2024.
  • Funds reported $66.1M of American Well stock for Q3 2024, up 31% quarter-over-quarter.
  • 15 funds opened new American Well positions in Q3 2024 and 58 closed out, a net change of -43 holders.
  • The largest American Well buyer in Q3 2024 was Morgan Stanley, an estimated $950K added.
  • The largest American Well seller in Q3 2024 was Jacobs Levy Equity Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2024.