Healthwell Acquisition Corp I (HWEL) Ownership

10.47 ↑0.00 (0.00%)

As of November 13, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Atalaya Capital Management LP is the biggest individual institutional holder of Healthwell Acquisition Corp I (HWEL), owning a total of 1.5 million shares. Combined, the top 41 institutional holders of HWEL own 162.23% of the company with a total of 18.7 million shares.

In the latest ownership report on September 30th 2023, the top 41 institutional holders decreased their combined ownership of HWEL by 7.8 million shares. 2 institutions bought 711,548 total additional shares and increased their ownership by an average of 0.00%. However 18 institutions sold 8,516,902 total shares and decreased their ownership by an average of 81.86%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Healthwell Acquisition Corp I decreased by a net total of -7,805,354 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Apollo Management Holdings, L.P.	7.429%	-13.790%	765,749	-122,491	2023-09-30
Castle Creek Arbitrage, LLC	7.429%	-68.027%	765,749	-1,629,235	2023-09-30
Shaolin Capital Management LLC	6.618%	0.000%	682,104	682,104	2023-09-30
PEAK6 INVESTMENTS LP	4.851%	-68.396%	500,000	-1,082,080	2023-09-30
Radcliffe Group Inc	4.612%	-70.152%	475,380	-1,117,273	2023-09-30
Wolverine Asset Management LLC	2.911%	-31.911%	300,000	-140,599	2023-09-30
Magnetar Financial LLC	2.836%	-87.531%	292,276	-2,051,652	2023-09-30
JPMorgan Chase & Co	0.970%	-92.248%	100,000	-1,190,000	2023-09-30
Meteora Capital, LLC	0.354%	-41.972%	36,524	-26,418	2023-09-30
Sea Otter Advisors LLC	0.286%	0.000%	29,444	29,444	2023-09-30
CLEAR STREET LLC	0.001%	-99.504%	100	-20,048	2023-09-30
(Junk)CommonWealth PPS	0.000%	-100.000%	0	-102,412	2023-09-30
Goldman Sachs Group Inc	0.000%	-100.000%	0	-282,693	2023-09-30
Whitebox Advisors, LLC	0.000%	-100.000%	0	-75,000	2023-09-30
Tower Research Capital LLC	0.000%	-100.000%	0	-23	2023-09-30
Bracebridge Capital, LLC	0.000%	-100.000%	0	-500,000	2023-09-30
Saba Capital Management, LP	0.000%	-100.000%	0	-27,391	2023-09-30
Picton Mahoney Asset Management	0.000%	-100.000%	0	-124,180	2023-09-30
Deltec Asset Management LLC	0.000%	-100.000%	0	-12,407	2023-09-30
Evercore Wealth Management, LLC	0.000%	-100.000%	0	-13,000	2023-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Atalaya Capital Management LP	14.336%	0.000%	1,477,680	0	2023-06-30
Bank of Montreal	12.127%	0.000%	1,250,000	1,250,000	2023-06-30
BMO Capital Markets Corp.	12.127%	0.000%	1,250,000	1,250,000	2023-06-30
Cubist Systematic Strategies, LLC	3.837%	0.000%	1,199,158	0	2022-09-30
Periscope Capital Inc.	10.298%	49.744%	1,061,445	352,603	2023-06-30
Aristeia Capital, LLC	10.187%	0.000%	1,050,000	0	2023-06-30
Millennium Management LLC	9.023%	0.000%	930,000	0	2023-06-30
Corbin Capital Partners LP	8.948%	0.000%	922,320	0	2023-06-30
Apollo Management Holdings, L.P.	7.429%	-13.790%	765,749	-122,491	2023-09-30
Castle Creek Arbitrage, LLC	7.429%	-68.027%	765,749	-1,629,235	2023-09-30
Berkley W R Corp	2.439%	-3.155%	762,102	-24,831	2022-12-31
Shaolin Capital Management LLC	6.618%	0.000%	682,104	682,104	2023-09-30
Clal Insurance Enterprises Holdings Ltd	6.306%	0.000%	650,000	0	2023-06-30
Marshall Wace Asset Management Ltd	5.752%	0.000%	592,874	0	2023-06-30
KIM, LLC	5.740%	79.273%	591,600	261,600	2023-06-30
Calamos Advisors LLC	4.968%	0.000%	512,066	0	2023-06-30
PEAK6 INVESTMENTS LP	4.851%	-68.396%	500,000	-1,082,080	2023-09-30
Radcliffe Group Inc	4.612%	-70.152%	475,380	-1,117,273	2023-09-30
First Trust Capital Management L.P.	4.502%	430.071%	464,040	376,497	2023-06-30
Fir Tree Inc	4.415%	-9.389%	455,093	-47,158	2023-06-30
Mangrove Partners	1.440%	2.902%	450,000	12,690	2022-12-31
Woodline Partners LP	2.911%	0.000%	300,000	0	2023-03-31
Wolverine Asset Management LLC	2.911%	-31.911%	300,000	-140,599	2023-09-30
Magnetar Financial LLC	2.836%	-87.531%	292,276	-2,051,652	2023-09-30
Segantii Capital Management Ltd	2.814%	0.000%	290,000	290,000	2023-03-31
Schechter Investment Advisors, LLC	0.818%	0.000%	255,645	255,645	2023-03-31
Highbridge Capital Management, LLC	0.528%	230.040%	165,020	115,020	2022-09-30
Bank of America Corp	0.416%	0.000%	130,000	0	2022-12-31
JPMorgan Chase & Co	0.970%	-92.248%	100,000	-1,190,000	2023-09-30
Meteora Capital, LLC	0.354%	-41.972%	36,524	-26,418	2023-09-30
Sea Otter Advisors LLC	0.286%	0.000%	29,444	29,444	2023-09-30
CLEAR STREET LLC	0.001%	-99.504%	100	-20,048	2023-09-30
(Junk)CommonWealth PPS	0.000%	-100.000%	0	-102,412	2023-09-30
Goldman Sachs Group Inc	0.000%	-100.000%	0	-282,693	2023-09-30
Whitebox Advisors, LLC	0.000%	-100.000%	0	-75,000	2023-09-30
Tower Research Capital LLC	0.000%	-100.000%	0	-23	2023-09-30
Bracebridge Capital, LLC	0.000%	-100.000%	0	-500,000	2023-09-30
Saba Capital Management, LP	0.000%	-100.000%	0	-27,391	2023-09-30
Picton Mahoney Asset Management	0.000%	-100.000%	0	-124,180	2023-09-30
Deltec Asset Management LLC	0.000%	-100.000%	0	-12,407	2023-09-30
Evercore Wealth Management, LLC	0.000%	-100.000%	0	-13,000	2023-09-30

Mutual Fund Ownership

Calamos Market Neutral Income A is the biggest individual fund holder of Healthwell Acquisition Corp I (HWEL), owning a total of 512 thousand shares. Combined, the top 16 mutual fund holders of HWEL own 12.21% of the company with a total of 1.3 million shares.

In the latest ownership report on November 30th 2023, the top 16 fund holders increased their combined ownership of HWEL by 86 thousand shares. 3 funds bought 89,464 total additional shares and increased their ownership by an average of 0.00%. However 1 funds sold 2,986 total shares and decreased their ownership by an average of 46.61%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Healthwell Acquisition Corp I increased by a net total of 86,478 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Accelerate Arbitrage ETF	0.692%	0.000%	71,364	71,364	2023-11-30
Pender Alternative Arbitrage Plus Cl I	0.095%	0.000%	9,800	9,800	2023-11-30
Pender Alternative Arbitrage Cl FF	0.081%	0.000%	8,300	8,300	2023-11-30
Fidelity Nasdaq Composite Index	0.033%	-46.613%	3,420	-2,986	2023-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Calamos Market Neutral Income A	4.968%	0.000%	512,066	0	2023-06-30
First Trust Merger Arbitrage Cl I	4.401%	444.934%	453,619	370,376	2023-06-30
The Merger Fund A	0.962%	0.000%	99,113	99,113	2023-06-30
Accelerate Arbitrage ETF	0.692%	0.000%	71,364	71,364	2023-11-30
DCM Merger Arbitrage	0.160%	0.000%	50,000	0	2022-09-30
DCM Merger Arbitrage Enhanced	0.160%	0.000%	50,000	0	2022-09-30
Robinson Alternative Yld Pr-Mrgr SPACETF	0.428%	0.000%	44,078	0	2023-07-31
Virtus Westchester Event-Driven Fd I	0.104%	0.000%	10,737	10,737	2023-06-30
Pender Alternative Arbitrage Plus Cl I	0.095%	0.000%	9,800	9,800	2023-11-30
Pender Alternative Arbitrage Cl FF	0.081%	0.000%	8,300	8,300	2023-11-30
Fidelity® NASDAQ Composite Index®	0.062%	0.000%	6,406	0	2023-10-31
Fidelity Nasdaq Composite Index	0.033%	-46.613%	3,420	-2,986	2023-11-30
First Trust Multi-Strategy Cl I	0.033%	0.000%	3,368	3,368	2023-06-30
Virtus Westchester Credit Event Fd I	0.017%	0.000%	1,752	1,752	2023-06-30
The Merger Fund VL I	0.012%	0.000%	1,203	1,203	2023-06-30
O'Connor Event Driven UCITS S1 USD Acc	0.004%	0.000%	1,116	1,116	2022-06-30