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Teladoc Health

429 hedge funds and large institutions have $3.54B invested in Teladoc Health in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 140 increasing their positions, 145 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $162M | Put options by funds: $131M

12% more capital invested

Capital invested by funds: $3.16B → $3.54B (+$376M)

0.09% less ownership

Funds ownership: 83.43%83.34% (-0.09%)

3% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 145

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

3% less funds holding

Funds holding: 444429 (-15)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
429
Holders Change
-15
Holders Change %
-3.38%
% of All Funds
6.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
57
Increased
140
Reduced
145
Closed
63
Calls
$162M
Puts
$131M
Net Calls
+$30.3M
Net Calls Change
-$98.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
376
Baystate Wealth Management
Massachusetts
$1.53K +$161 +6 +11%
WT
377
Whittier Trust
California
$1.53K
CWA
378
Clearview Wealth Advisors
Oregon
$1.4K +$161 +6 +13%
FFA
379
Farther Finance Advisors
California
$1.37K -$830 -31 -37%
BCMLT
380
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K +$54 +2 +4%
JWA
381
JFS Wealth Advisors
Pennsylvania
$1.37K +$161 +6 +13%
WIM
382
WealthPlan Investment Management
Nebraska
$1.35K +$1.39K +52 New
CFFP
383
Center for Financial Planning
Michigan
$1.29K
TCM
384
Tradewinds Capital Management
Washington
$1.29K
SC
385
Schubert & Co
Texas
$1.29K +$214 +8 +19%
TCM
386
TD Capital Management
Tennessee
$1.29K +$1.34K +50 New
WBC
387
West Branch Capital
Massachusetts
$1.27K
KA
388
Kozak & Associates
Colorado
$1.17K
BSB
389
Bangor Savings Bank
Maine
$1.04K
JFA
390
JNBA Financial Advisors
Minnesota
$1.04K
BIA
391
Bell Investment Advisors
California
$1.01K -$1.42K -53 -58%
ICM
392
Islay Capital Management
Texas
$1.01K -$20.1K -750 -95%
EARNEST Partners
393
EARNEST Partners
Georgia
$1.01K
BAAM
394
Baker Avenue Asset Management
California
$1.01K +$294 +11 +39%
ADL
395
Asset Dedication LLC
California
$1K
FIA
396
FNY Investment Advisers
New York
$1K
FDCC
397
Foster Dykema Cabot & Co
Massachusetts
$1K +$1.23K +46 New
FWM
398
Focused Wealth Management
New York
$907 -$1.04K -39 -53%
CFD
399
Creative Financial Designs
Indiana
$803 +$830 +31 New
MTIC
400
Missouri Trust & Investment Company
Missouri
$648