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Teladoc Health

900 hedge funds and large institutions have $23.7B invested in Teladoc Health in 2020 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 430 increasing their positions, 159 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 79

170% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 159

43% more capital invested

Capital invested by funds: $16.6B → $23.7B (+$7.09B)

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

21% more funds holding

Funds holding: 743900 (+157)

11% less call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.59B

12.13% less ownership

Funds ownership: 93.15%81.02% (-12%)

Holders
900
Holders Change
+157
Holders Change %
+21.13%
% of All Funds
15.93%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.42%
New
243
Increased
430
Reduced
159
Closed
79
Calls
$1.43B
Puts
$1.59B
Net Calls
-$169M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
376
Circle Wealth Management
New Jersey
$1.43M -$6.51K -32 -0.4%
BS
377
Banco Santander
Spain
$1.43M +$1.45M +7,135 New
CAM
378
Cypress Asset Management
Texas
$1.42M +$38.6K +190 +3%
IAP
379
Indie Asset Partners
Indiana
$1.42M -$246K -1,208 -15%
AAS
380
Avantax Advisory Services
Texas
$1.41M -$1.23M -6,031 -46%
CCMW
381
Cypress Capital Management (Wyoming)
Wyoming
$1.4M -$572K -2,814 -29%
PA
382
Parallel Advisors
California
$1.4M +$507K +2,491 +55%
HIIFS
383
Harel Insurance Investments & Financial Services
Israel
$1.39M -$292K -1,434 -40%
LIP
384
Liontrust Investment Partners
United Kingdom
$1.36M +$1.38M +6,800 New
VWA
385
V Wealth Advisors
Kansas
$1.33M +$1.35M +6,663 New
SMDAM
386
Sumitomo Mitsui DS Asset Management
Japan
$1.33M +$490K +2,408 +57%
MFA
387
Mayflower Financial Advisors
Massachusetts
$1.33M +$1.35M +6,640 New
CAM
388
Cresset Asset Management
Illinois
$1.32M +$563K +2,770 +72%
MC
389
Moors & Cabot
Massachusetts
$1.31M +$227K +1,114 +20%
RHBC
390
R.H. Bluestein & Co
Michigan
$1.31M +$537K +2,642 +68%
Nisa Investment Advisors
391
Nisa Investment Advisors
Missouri
$1.29M +$648K +3,188 +97%
NA
392
NewEdge Advisors
Louisiana
$1.28M -$730K -3,590 -36%
FFG
393
Ford Financial Group
California
$1.28M +$117K +573 +10%
AAM
394
Azzad Asset Management
Virginia
$1.25M +$569K +2,796 +80%
DADC
395
D.A. Davidson & Co
Montana
$1.25M +$581K +2,858 +84%
Comerica Bank
396
Comerica Bank
Texas
$1.25M +$271K +1,335 +39%
BWM
397
BT Wealth Management
Georgia
$1.25M +$497K +2,442 +64%
TNAM
398
Terra Nova Asset Management
New York
$1.25M +$1.27M +6,247 New
AWE
399
Avidian Wealth Enterprises
Texas
$1.24M +$1.26M +6,200 New
CAG
400
Crestwood Advisors Group
Massachusetts
$1.22M +$756K +3,718 +155%

TDOC Hedge Fund Activity: Q4 2020 in Review

900 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Teladoc Health (TDOC) for Q4 2020, worth a combined $23.7B — up 43% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new TDOC positions and 79 closed out — a net gain of 164 holders — while 430 added to existing stakes and 159 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $1.18B. The largest seller was 1832 Asset Management, exiting entirely with an estimated $133M sold.

  • 900 institutional investors held Teladoc Health (TDOC) as of Q4 2020, up from 743 in Q3 2020.
  • Funds reported $23.7B of Teladoc Health stock for Q4 2020, up 43% quarter-over-quarter.
  • 243 funds opened new Teladoc Health positions in Q4 2020 and 79 closed out, a net change of +164 holders.
  • The largest Teladoc Health buyer in Q4 2020 was ARK Investment Management, an estimated $1.18B added.
  • The largest Teladoc Health seller in Q4 2020 was 1832 Asset Management, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2020.