American WellAMWL
About: American Well Corp is a telehealth company enabling digital delivery of care for its customers. Its platform, Amwell, digital care delivery solution that equips health systems, health plans, government, and innovator clients with the tools to enable new models of care for their patients and members enabling care delivery across the full healthcare continuum - from primary and urgent care in the home to high acuity specialty consults, such as telestroke and telepsychiatry, in the hospital. It provides both on-demand and scheduled consultations. Its Health Plan Programs include Virtual Primary Care, Musculoskeletal Care, Dermatology Care, and Chronic Care among others.
Employees: 1,104
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
15% more capital invested
Capital invested by funds: $56.8M [Q2] → $65.1M (+$8.28M) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]
12.9% less ownership
Funds ownership: 61.28% [Q2] → 48.38% (-12.9%) [Q3]
44% less funds holding
Funds holding: 109 [Q2] → 61 (-48) [Q3]
77% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 62
96% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 45
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $686K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Morgan Stanley Craig Hettenbach 60% 1-year accuracy 3 / 5 met price target | 33%upside $10.50 | Equal-Weight Maintained | 17 Dec 2024 |