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Teladoc Health

669 hedge funds and large institutions have $13.7B invested in Teladoc Health in 2020 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 193 increasing their positions, 230 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 79

20% more capital invested

Capital invested by funds: $11.4B → $13.7B (+$2.31B)

16% more funds holding

Funds holding: 577669 (+92)

5% more call options, than puts

Call options by funds: $555M | Put options by funds: $530M

4.88% less ownership

Funds ownership: 101%96.11% (-4.9%)

16% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 230

41% less funds holding in top 10

Funds holding in top 10: 2213 (-9)

Holders
669
Holders Change
+92
Holders Change %
+15.94%
% of All Funds
13.72%
Holding in Top 10
13
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-40.91%
% of All Funds
0.27%
New
174
Increased
193
Reduced
230
Closed
79
Calls
$555M
Puts
$530M
Net Calls
+$25.6M
Net Calls Change
-$62.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$570K -$33.3K -190 -6%
GIA
402
Gladstone Institutional Advisory
Florida
$565K +$33.3K +190 +7%
OCM
403
Ovata Capital Management
Hong Kong
$560K +$514K +2,932 New
BRWM
404
B. Riley Wealth Management
Tennessee
$556K +$511K +2,914 New
Bank of Nova Scotia
405
Bank of Nova Scotia
Ontario, Canada
$551K +$506K +2,887 New
BWP
406
Baldwin Wealth Partners
Massachusetts
$538K +$14K +80 +3%
CANY
407
Caxton Associates (New York)
New York
$535K -$3.11M -17,772 -86%
BWM
408
BT Wealth Management
Georgia
$534K
QSS
409
Quantitative Systematic Strategies
Florida
$534K +$228K +1,300 +87%
ISWM
410
Independent Solutions Wealth Management
New York
$530K -$16.6K -95 -3%
FANJ
411
Financial Architects (New Jersey)
New Jersey
$529K +$226K +1,287 +87%
CIBC Asset Management
412
CIBC Asset Management
Ontario, Canada
$526K
VAS
413
Vestmark Advisory Solutions
Massachusetts
$521K +$55.4K +316 +13%
NJBEST
414
New Jersey Better Educational Savings Trust
New Jersey
$515K
PFS
415
Prospera Financial Services
Texas
$505K -$1.69M -9,628 -78%
JIM
416
Jupiter Investment Management
United Kingdom
$497K +$457K +2,607 New
BFEC
417
Benjamin F. Edwards & Company
Missouri
$496K -$358K -2,042 -44%
TFS
418
TrustCore Financial Services
Tennessee
$484K +$251K +1,434 +130%
TC
419
Telemus Capital
Michigan
$482K +$369K +2,103 New
HMS
420
Hanseatic Management Services
New Mexico
$479K -$140K -798 -24%
S
421
SignatureFD
Georgia
$479K -$23.8K -136 -5%
BIM
422
Bogle Investment Management
Massachusetts
$475K +$436K +2,489 New
DADC
423
D.A. Davidson & Co
Montana
$472K -$370K -2,109 -46%
KWM
424
Kingsview Wealth Management
Oregon
$472K -$15.2K -87 -3%
HCA
425
Harbour Capital Advisors
Virginia
$470K +$52.9K +302 +14%

TDOC Hedge Fund Activity: Q2 2020 in Review

669 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Teladoc Health (TDOC) for Q2 2020, worth a combined $13.7B — up 20% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new TDOC positions and 79 closed out — a net gain of 95 holders — while 193 added to existing stakes and 230 trimmed.

The largest buyer was Jennison Associates, adding an estimated $564M. The largest seller was JP Morgan Chase, cutting an estimated $157M.

  • 669 institutional investors held Teladoc Health (TDOC) as of Q2 2020, up from 577 in Q1 2020.
  • Funds reported $13.7B of Teladoc Health stock for Q2 2020, up 20% quarter-over-quarter.
  • 174 funds opened new Teladoc Health positions in Q2 2020 and 79 closed out, a net change of +95 holders.
  • The largest Teladoc Health buyer in Q2 2020 was Jennison Associates, an estimated $564M added.
  • The largest Teladoc Health seller in Q2 2020 was JP Morgan Chase, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2020.