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American Well

67 hedge funds and large institutions have $48.4M invested in American Well in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more funds holding

Funds holding: 6567 (+2)

0.39% less ownership

Funds ownership: 49.19%48.8% (-0.39%)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

19% less call options, than puts

Call options by funds: $231K | Put options by funds: $285K

27% less capital invested

Capital invested by funds: $66.1M → $48.4M (-$17.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
18
Reduced
22
Closed
9
Calls
$231K
Puts
$285K
Net Calls
-$54K
Net Calls Change
+$632K
Name Holding Trade Value Shares
Change
Change in
Stake
SM
1
Senvest Management
New York
$9.43M +$442K +48,800 +4%
Morgan Stanley
2
Morgan Stanley
New York
$8.88M +$464K +51,180 +4%
CIA
3
Caledonia Investments (Australia)
Australia
$6.1M
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.5M +$4.5K +497 +0.1%
AIM
5
Alerce Investment Management
Illinois
$3.8M
BlackRock
6
BlackRock
New York
$2.06M +$2.57K +284 +0.1%
KLP
7
Kent Lake PR
Puerto Rico
$1.48M -$476K -52,563 -20%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.27M -$407K -44,935 -20%
Millennium Management
9
Millennium Management
New York
$1.22M -$304K -33,547 -17%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$1.14M -$35K -3,858 -2%
4A
11
4D Advisors
California
$1.09M +$1.36M +150,000 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.07M +$8.36K +922 +0.6%
RPA
13
Rock Point Advisors
Vermont
$1.06M -$380K -41,970 -22%
BCM
14
Bridgeway Capital Management
Texas
$701K +$248K +27,343 +39%
TPC
15
Takeda Pharmaceutical Company
Japan
$564K
State Street
16
State Street
Massachusetts
$352K +$27.5K +3,035 +7%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$298K +$189K +20,800 +103%
HighTower Advisors
18
HighTower Advisors
Illinois
$272K
UBS Group
19
UBS Group
Switzerland
$239K +$279K +30,767 +1,382%
Invesco
20
Invesco
Georgia
$238K -$1.79K -198 -0.6%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$217K +$7.06K +779 +3%
Northern Trust
22
Northern Trust
Illinois
$210K +$18.1K +1,992 +7%
Norges Bank
23
Norges Bank
Norway
$204K
TI
24
Trexquant Investment
Connecticut
$152K -$117K -12,881 -38%
Jane Street
25
Jane Street
New York
$140K +$31.4K +3,462 +22%

AMWL Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Well (AMWL) for Q4 2024, worth a combined $48.4M — down 27% from $66.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AMWL positions and 9 closed out — a net gain of 2 holders — while 18 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $464K. The largest seller was Aldebaran Financial, exiting entirely with an estimated $4.08M sold.

  • 67 institutional investors held American Well (AMWL) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $48.4M of American Well stock for Q4 2024, down 27% quarter-over-quarter.
  • 11 funds opened new American Well positions in Q4 2024 and 9 closed out, a net change of +2 holders.
  • The largest American Well buyer in Q4 2024 was Morgan Stanley, an estimated $464K added.
  • The largest American Well seller in Q4 2024 was Aldebaran Financial, an estimated $4.08M sold.

Based on aggregated 13F filings for Q4 2024.