Vault-13

AMERICAN WELL CORP AMWL

COM CL A NEW · Common Stock · CUSIP 03044L204 · ISIN US03044L2043

68 institutional holders +3 vs Q3 2024
6,670,6106.7m shares reported held*
$48.4mreported value*
5 new 18 added 23 reduced 8 sold out net sold ≈ $232.9k (-32.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $7.25. Options: 3 managers hold calls ($230.6k notional), 4 hold puts ($285.2k).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q4 23: 1Q1 24: 1Q2 24: 9Q3 24: 65Q4 24: 6868Q4 23Q1 24Q2 24Q3 24Q4 24
Numbers
QuarterHolders
Q4 20231
Q1 20241
Q2 20249
Q3 202465
Q4 202468

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 0 bought or addedQ1 24: 0 cut or sold outQ1 24Q2 24: 8 bought or addedQ2 24: 0 cut or sold outQ2 24Q3 24: 59 bought or addedQ3 24: 5 cut or sold outQ3 24Q4 24: 23 bought or addedQ4 24: 31 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 202400
Q2 202480
Q3 2024595
Q4 20242331

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ1 24 calls: $0Q1 24 puts: $0Q1 24P/C —Q2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $0Q3 24 puts: $685.9kQ3 24P/C —Q4 24 calls: $230.6kQ4 24 puts: $285.2kQ4 24P/C 1.24
Numbers
QuarterCallsPutsP/C
Q1 2024$0$0—
Q2 2024$0$0—
Q3 2024$0$685.9k—
Q4 2024$230.6k$285.2k1.24

Biggest buyers

MORGAN STANLEY Added +51,180+51.2k
Senvest Management, LLC Added +48,800+48.8k
UBS Group AG Added +30,767+30.8k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Added +27,343+27.3k
TWO SIGMA ADVISERS, LP Added +20,800+20.8k
Corton Capital Inc. New +18,417+18.4k
Qube Research & Technologies Ltd New +17,018+17.0k
GOLDMAN SACHS GROUP INC New +17,015+17.0k
OMERS ADMINISTRATION Corp New +10,500+10.5k
Compagnie Lombard Odier SCmA New +6,150+6.2k

Biggest sellers

Kent Lake PR LLC Reduced -52,563-52.6k
RENAISSANCE TECHNOLOGIES LLC Reduced -44,935-44.9k
Rock Point Advisors, LLC Reduced -41,970-42.0k
MILLENNIUM MANAGEMENT LLC Reduced -33,547-33.5k
MARSHALL WACE, LLP Reduced -25,241-25.2k
Walleye Capital LLC Sold out -17,571-17.6k
Trexquant Investment LP Reduced -12,881-12.9k
PDT Partners, LLC Sold out -11,298-11.3k
BNP PARIBAS FINANCIAL MARKETS Reduced -8,419-8.4k
CITIGROUP INC Reduced -6,221-6.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $191.4k26.4k shares
CITADEL ADVISORS LLC New $39.1k5.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $234.9k32.4k shares
CITADEL ADVISORS LLC New $49.3k6.8k shares
SIMPLEX TRADING, LLC Reduced $1.0k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Senvest Management, LLC 13G · passive investor +1.2 pts · filed 2026-08-13 8.8% +1.2 pts 1.3m≈ $12.1m 2026-08-13
MORGAN STANLEY 13G · institution filed 2026-05-11 7.8% 1.2m≈ $10.5m 2026-05-11
Schoenberg Ido 13G · exempt (held before listing) -0.4 pts · filed 2026-02-13 5.7% -0.4 pts 892.5k≈ $8.1m 2026-02-13
Funicular Funds, LP 13G · passive investor new · filed 2026-01-26 5.5% new 810.6k≈ $7.4m 2026-01-26

Insider purchases and sales in Q4 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q1 23: 0 buyingQ1 23: 9 sellingQ2 23: 0 buyingQ2 23: 8 sellingQ2 23Q3 23: 0 buyingQ3 23: 7 sellingQ4 23: 0 buyingQ4 23: 6 sellingQ4 23Q1 24: 0 buyingQ1 24: 6 sellingQ2 24: 0 buyingQ2 24: 7 sellingQ2 24Q3 24: 0 buyingQ3 24: 6 sellingQ4 24: 0 buyingQ4 24: 7 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20230—9$1.3m—
Q2 20230—8$1.9m$58.2k
Q3 20230—7$777.9k—
Q4 20230—6$105.6k$5.8k
Q1 20240—6$1.9m—
Q2 20240—7$195.2k—
Q3 20240—6$197.9k—
Q4 20240—7$607.9k—
DateInsiderTradeSharesPrice ValueTheir holding
2024-12-02 Weiler Kathy Johnson Chief Comm. & Growth Officer Sold 7,434 $9.22 $68.5k7.4k shares -4%
2024-12-02 Gotlib Phyllis President, International Sold 3,656 $9.22 $33.7k3.7k shares -3%
2024-12-02 Paunovich Vukasin EVP, Enterprise Platforms Sold 3,213 $9.22 $29.6k3.2k shares -3%
2024-12-02 Knight Kurt Chief Operating Officer Sold 3,123 $9.22 $28.8k3.1k shares -2%
2024-12-02 McNeice Paul Francis Chief Accounting Officer Sold 115 $9.22 $1.1k115 shares -1%
2024-11-05 HIRSCHHORN MARK Chief Financial Officer Sold 46,345 $8.97 $415.7k46.3k shares -18%
2024-11-01 Knight Kurt Chief Operating Officer Sold 268 $8.93 $2.4k268 shares -<1%
2024-11-01 Gotlib Phyllis President, International Sold 224 $8.93 $2.0k224 shares -<1%
2024-11-01 McNeice Paul Francis Chief Accounting Officer Sold 9 $8.93 $809 shares -<1%
2024-10-01 Shepardson Robert Chief Financial Officer Sold 876 $9.15 $8.0k876 shares -1%
2024-10-01 Gotlib Phyllis President, International Sold 798 $9.15 $7.3k798 shares -1%
2024-10-01 Knight Kurt Chief Operating Officer Sold 682 $9.15 $6.2k682 shares -0%
2024-10-01 Paunovich Vukasin EVP, Enterprise Platforms Sold 398 $9.15 $3.6k398 shares -<1%
2024-10-01 McNeice Paul Francis Chief Accounting Officer Sold 84 $9.15 $76984 shares -1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Senvest Management, LLC 0.29% of their portfolio New York, NY 1,300,6111.3m $9.4m $9.4m 0.29% Added +48.8k +48,800
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,224,3231.2m $8.9m $8.9m 0.00% Added +51.2k +51,180
3 Caledonia (Private) Investments Pty Ltd 0.08% of their portfolio Sydney Nsw, C3 841,338841.3k $6.1m $6.1m 0.08% Unchanged
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 620,849620.8k $4.5m $4.5m 0.00% Added +497 +497
5 Alerce Investment Management, L.P. 6.69% of their portfolio Chicago, IL 523,785523.8k $3.8m $3.8m 6.69% Unchanged
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 284,322284.3k $2.1m $2.1m 0.00% Added +284 +284
7 Kent Lake PR LLC 0.63% of their portfolio SAN JUAN, PR 204,078204.1k $1.5m $1.5m 0.63% Reduced -52.6k -52,563
8 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 174,923174.9k $1.3m $1.3m 0.00% Reduced -44.9k -44,935
9 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 168,324168.3k $1.2m $1.2m 0.00% Reduced -33.5k -33,547
10 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 157,548157.5k $1.1m $1.1m 0.00% Reduced -3.9k -3,858
11 4D Advisors, LLC 0.76% of their portfolio REDONDO BEACH, CA 150,000150.0k $1.1m $1.1m 0.76% First filing
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 147,925147.9k $1.1m $1.1m 0.00% Added +922 +922
13 Rock Point Advisors, LLC 0.31% of their portfolio BURLINGTON, VT 146,123146.1k $1.1m $1.1m 0.31% Reduced -42.0k -41,970
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio HOUSTON, TX 96,74196.7k $701.4k $701.4k 0.02% Added +27.3k +27,343
15 TAKEDA PHARMACEUTICAL CO LTD 2.12% of their portfolio Tokyo, M0 77,73377.7k $563.6k $563.6k 2.12% Unchanged
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 48,49948.5k $351.6k $351.6k 0.00% Added +3.0k +3,035
17 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 41,04541.0k $297.6k $297.6k 0.00% Added +20.8k +20,800
18 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 37,46737.5k $271.6k $271.6k 0.00% Unchanged
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 32,99333.0k $239.2k $239.2k 0.00% Added +30.8k +30,767
20 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 32,77132.8k $237.6k $237.6k 0.00% Reduced -198 -198
21 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 29,95130.0k $217.3k $217.3k 0.00% Added +779 +779
22 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 29,02129.0k $210.4k $210.4k 0.00% Added +2.0k +1,992
23 NORGES BANK 0.00% of their portfolio OSLO, Q8 28,07028.1k $203.5k $203.5k 0.00% Unchanged
24 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 21,02321.0k $152.4k $152.4k 0.00% Reduced -12.9k -12,881
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 19,26019.3k $139.6k $139.6k 0.00% Added +3.5k +3,462
26 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 19,21619.2k $139.3k $139.3k 0.00% Added +2.1k +2,102
27 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 18,93618.9k $137.3k $137.3k 0.00% Reduced -4.5k -4,518
28 Corton Capital Inc. 0.08% of their portfolio Carrying Place, A6 18,41718.4k $133.5k $133.5k 0.08% New
29 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 18,00718.0k $130.6k $130.6k 0.00% Reduced -25.2k -25,241
30 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 17,01817.0k $123.4k $123.4k 0.00% New
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 17,01517.0k $123.4k $123.4k 0.00% New
32 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 15,90515.9k $116.0k $116.0k 0.00% Unchanged
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,84314.8k $107.6k $107.6k 0.00% Reduced -5.1k -5,091
34 Chancellor Financial Group WB LP 0.07% of their portfolio WILKES-BARRE, PA 11,48011.5k $83.2k $83.2k 0.07% First filing
35 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11,18311.2k $81.1k $81.1k 0.00% Reduced -6.2k -6,221
36 OMERS ADMINISTRATION Corp 0.00% of their portfolio TORONTO, A6 10,50010.5k $76.1k $76.1k 0.00% New
37 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 10,32210.3k $74.8k $74.8k 0.00% Reduced -979 -979
38 Bray Capital Advisors 0.02% of their portfolio Naples, FL 10,00010.0k $72.5k $72.5k 0.02% Unchanged
39 State of Wyoming 0.01% of their portfolio CHEYENNE, WY 7,5697.6k $54.9k $54.9k 0.01% Added +21 +21
40 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 7,0897.1k $51.4k $51.4k 0.00% Reduced -19 -19
41 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 6,1506.2k $44.6k $44.6k 0.00% New
42 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5,6685.7k $41.1k $41.1k 0.00% Reduced -3.2k -3,228
43 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,8813.9k $28.1k $28.1k 0.00% Reduced -3.3k -3,273
44 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,5951.6k $11.6k $11.6k 0.00% Reduced -8.4k -8,419
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,3041.3k $9.0k $9.0k 0.00% Added +411 +411
46 FMR LLC 0.00% of their portfolio BOSTON, MA 1,1061.1k $8.0k $8.0k 0.00% Reduced -1.1k -1,118
47 Leonteq Securities AG 0.00% of their portfolio ZURICH, V8 903903 $6.5k $6.5k 0.00% Reduced -970 -970
48 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 717717 $5.2k $5.2k 0.00% Unchanged
49 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 529529 $3.8k $3.8k 0.00% Reduced -57 -57
50 Wingate Wealth Advisors, Inc. 0.00% of their portfolio LEXINGTON, MA 500500 $3.6k $3.6k 0.00% First filing
51 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 498498 $3.6k $3.6k 0.00% Unchanged
52 R Squared Ltd 0.00% of their portfolio HONG KONG, K3 470470 $3.4k $3.4k 0.00% First filing
53 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 214214 $1.6k $1.6k 0.00% Added +200 +200
54 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 176176 $1.3k $1.3k 0.00% Reduced -176 -176
55 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 156156 $1.0k $1.0k 0.00% Reduced -3.2k -3,156
56 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 130130 $941 $941 0.00% Added +7 +7
57 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 102102 $740 $740 0.00% Reduced -2.9k -2,877
58 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 8989 $645 $645 0.00% Unchanged
59 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 8484 $609 $609 0.00% First filing
60 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 5353 $384 $384 0.00% Added +3 +3
61 Hexagon Capital Partners LLC 0.00% of their portfolio ROGERS, AR 2525 $181 $181 0.00% Unchanged
62 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 1515 $108 $108 0.00% Unchanged
63 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 77 $51 $51 0.00% Reduced -233 -233
64 Iron Horse Wealth Management, LLC 0.00% of their portfolio JOHSTON, IA 66 $44 $44 0.00% Unchanged
65 Bernard Wealth Management Corp. 0.00% of their portfolio ROYAL OAK, MI 55 $37 $37 0.00% First filing
66 CGC Financial Services, LLC 0.00% of their portfolio LAKE OSWEGO, OR 33 $22 $22 0.00% Unchanged
67 DANSKE BANK A/S 0.00% of their portfolio COPENHAGEN V, G7 11 $7 $7 0.00% Unchanged
68 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged