undamentalytics Newsletter

American Well Corp: which funds bought and sold

Institutions that bought and sold American Well shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 26 institutions that filed 13F reports for both quarters added to or opened positions in American Well, and 23 cut or closed them. Together they added a net 885K shares, +14.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 245K shares (+12.7%); index fund managers were net buyers of 67K shares (+5.1%). 9 opened a new position and 9 sold out entirely.

Bought, Q2 2026 26 institutions, 9 of them new holders Sold, Q2 2026 23 institutions, 9 of them sold out
Net change, all compared +885K shares (+14.0%)
Net change, active managers +245K shares (+12.7%), 9 bought, 3 sold

Buyers versus sellers

institutions compared, 64
Active managers and hedge funds 9 bought · 3 sold · +245K
Index fund managers 4 bought · 2 sold · +67K
Other institutions 13 bought · 18 sold · +574K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Senvest Management, LLC +192K +16.9% 1.3M $12.1M
Russell Investments Group, Ltd. +182K New position 182K $1.7M
Morgan Stanley +122K +10.5% 1.3M $11.7M
Acadian Asset Management LLC Active manager +88K +21.6% 494K $4.5M
Jane Street Group, LLC +87K +161.1% 141K $1.3M
Renaissance Technologies LLC Hedge fund +68K +35.0% 263K $2.4M
Marshall Wace, LLP Hedge fund +64K +145.3% 108K $985,480
Lotus Technology Management, LP +50K New position 50K $456,000
Vanguard Capital Management LLC Index funds +44K +7.8% 611K $5.6M
UBS Group AG +44K +934.5% 49K $442,475
Blackrock, Inc. Index funds +36K +9.2% 428K $3.9M
Dimensional Fund Advisors LP +34K +37.6% 123K $1.1M
Boston Partners Active manager +29K New position 29K $267,950
Occudo Quantitative Strategies LP +20K New position 20K $178,907
Imc-Chicago, LLC +12K New position 12K $112,477
Two Sigma Investments, LP Hedge fund +12K +9.1% 145K $1.3M
Vanguard Fiduciary Trust Co Index funds +11K +14.2% 91K $832,319
American Century Companies Inc Active manager +10K New position 10K $94,000
Trexquant Investment LP Hedge fund +10K New position 10K $93,079
Price T Rowe Associates Inc Active manager +6,656 +30.3% 29K $262,000

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Monaco Asset Management Sam −69K Sold out 0 —
Goldman Sachs Group Inc −42K −33.9% 82K $745,368
Geode Capital Management, LLC Index funds −30K −15.8% 159K $1.4M
Gsa Capital Partners LLP −22K −39.4% 34K $314,000
Susquehanna International Group, LLP −19K −60.6% 12K $112,851
Squarepoint Ops LLC Hedge fund −18K Sold out 0 —
Algert Global LLC Hedge fund −14K Sold out 0 —
Citadel Advisors LLC Hedge fund −12K −24.5% 37K $339,246
Xtx Topco Ltd −9,153 −37.8% 15K $137,639
Caption Management, LLC −5,030 Sold out 0 —
Rock Point Advisors, LLC −1,727 −1.3% 134K $1.2M
Royal Bank Of Canada −1,376 −89.5% 162 $1,000
Wells Fargo & Company −600 −3.2% 18K $164,753
Rhumbline Advisers Index funds −498 Sold out 0 —
Barclays PLC −270 −1.1% 24K $216,846
Jpmorgan Chase & Co −101 −2.5% 3,903 $36,298
Advisory Services Network, LLC −50 Sold out 0 —
Sbi Securities Co., Ltd. −50 −40.7% 73 $666
Union Bancaire Privee, Ubp SA −50 Sold out 0 —
Hightower Advisors, LLC −27 −0.1% 38K $343,204

New positions

largest by value
InstitutionSharesValue June 30, 2026
Russell Investments Group, Ltd. 182K $1.7M
Lotus Technology Management, LP 50K $456,000
Boston PartnersActive manager 29K $267,950
Occudo Quantitative Strategies LP 20K $178,907
Imc-Chicago, LLC 12K $112,477
American Century Companies IncActive manager 10K $94,000
Trexquant Investment LPHedge fund 10K $93,079
Newedge Advisors, LLC 468 $4,268
FMR LLCActive manager 16 $146

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Monaco Asset Management Sam 69K $362,624
Squarepoint Ops LLCHedge fund 18K $93,581
Algert Global LLCHedge fund 14K $73,914
Caption Management, LLC 5,030 $26,458
Rhumbline AdvisersIndex funds 498 $2,619
Advisory Services Network, LLC 50 $263
Union Bancaire Privee, Ubp SA 50 $259
Jones Financial Companies LLLP 14 $74
Citigroup Inc 1 $5

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
55
Ten largest holders
81.9%
of 13F-reported shares
Index fund managers
19.2%
of 13F-reported shares
Active managers and hedge funds
30.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 9 3 4 2 +245K +12.7%
Index fund managers 4 2 0 1 +67K +5.1%
Other institutions 13 18 5 6 +574K +18.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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