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Teladoc Health
TDOC

728 hedge funds and large institutions have $13B invested in Teladoc Health in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 233 increasing their positions, 256 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.12% more ownership

Funds ownership: 83.93% → 88.05% (+4.1%)

9% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 256

4% less funds holding

Funds holding: 760 → 728 (-32)

13% less first-time investments, than exits

New positions opened: 124 | Existing positions closed: 142

24% less capital invested

Capital invested by funds: $16.9B → $13B (-$4B)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

35% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $2.14B

Holders
728
Holders Change
-32
Holders Change %
-4.21%
% of All Funds
11.2%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
124
Increased
233
Reduced
256
Closed
142
Calls
$1.39B
Puts
$2.14B
Net Calls
-$755M
Net Calls Change
+$258M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$294M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$248M
3
NAMA
Nikko Asset Management Americas
New York
+$161M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$160M
5
Renaissance Technologies
Renaissance Technologies
New York
+$158M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$725M
2
GCGM
General Catalyst Group Management
Massachusetts
-$251M
3
Jennison Associates
Jennison Associates
New York
-$128M
4
Morgan Stanley
Morgan Stanley
New York
-$110M
5
Amundi
Amundi
France
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
NF
301
Nikulski Financial
Iowa
$894K -$53.8K -450 -4%
AGM
302
Alpine Global Management
New York
$891K +$1.16M +9,705 New
WBC
303
Westpac Banking Corp
Australia
$873K +$28.8K +241 +3%
FIA
304
Foundations Investment Advisors
Arizona
$860K +$454K +3,801 +57%
CM
305
Caption Management
Oklahoma
$854K -$1.63M -13,600 -59%
VIA
306
Vident Investment Advisory
Georgia
$852K +$99.7K +834 +10%
AP
307
Americana Partners
Texas
$847K +$376K +3,150 +52%
CCA
308
Catalyst Capital Advisors
New York
$838K +$27.5K +230 +3%
IP
309
Intellectus Partners
California
$810K -$288K -2,410 -21%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$801K -$286K -2,390 -22%
ET
311
Equitable Trust
Tennessee
$799K -$104K -874 -9%
CU
312
CQS (US)
New York
$798K -$2.1M -17,546 -67%
SS
313
Simplicity Solutions
Minnesota
$794K +$595K +4,977 +136%
PAM
314
Pegasus Asset Management
New York
$788K -$210K -1,759 -17%
ARC
315
Advisor Resource Council
Texas
$787K +$1.02M +8,571 New
SMH
316
Sanders Morris Harris
Texas
$782K +$1.02M +8,515 New
FG
317
Formula Growth
Quebec, Canada
$775K – – –
AAS
318
Avantax Advisory Services
Texas
$760K -$61.4K -514 -6%
SAM
319
Security Asset Management
New York
$753K -$885K -7,408 -47%
MIM
320
Moseley Investment Management
Florida
$753K +$17.7K +148 +2%
OCM
321
Orion Capital Management
California
$739K – – –
FA
322
FDx Advisors
Illinois
$736K -$25.3K -212 -3%
MNBTD
323
Moody National Bank Trust Division
Texas
$731K -$2.33M -19,480 -71%
SMDAM
324
Sumitomo Mitsui DS Asset Management
Japan
$725K -$29.5K -247 -3%
MA
325
Montag & Associates
Georgia
$724K +$26.7K +223 +3%
11 12
13
14 15

TDOC Hedge Fund Activity: Q4 2021 in Review

728 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Teladoc Health (TDOC) for Q4 2021, worth a combined $13B — down 24% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of TDOC and 124 opened new positions — a net loss of 18 holders — while 256 trimmed existing stakes and 233 added.

The largest buyer was ARK Investment Management, adding an estimated $294M. The largest seller was Capital World Investors, exiting entirely with an estimated $725M sold.

  • 728 institutional investors held Teladoc Health (TDOC) as of Q4 2021, down from 760 in Q3 2021.
  • Funds reported $13B of Teladoc Health stock for Q4 2021, down 24% quarter-over-quarter.
  • 124 funds opened new Teladoc Health positions in Q4 2021 and 142 closed out, a net change of -18 holders.
  • The largest Teladoc Health buyer in Q4 2021 was ARK Investment Management, an estimated $294M added.
  • The largest Teladoc Health seller in Q4 2021 was Capital World Investors, an estimated $725M sold.

Based on aggregated 13F filings for Q4 2021.