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Teladoc Health

431 hedge funds and large institutions have $3.27B invested in Teladoc Health in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 126 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $143M | Put options by funds: $100M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 50

0% more funds holding

Funds holding: 429431 (+2)

4.53% less ownership

Funds ownership: 83.34%78.81% (-4.5%)

8% less capital invested

Capital invested by funds: $3.54B → $3.27B (-$271M)

12% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 143

Holders
431
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
55
Increased
126
Reduced
143
Closed
50
Calls
$143M
Puts
$100M
Net Calls
+$42.5M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
401
Beaird Harris Wealth Management
Texas
$583
JWM
402
Janiczek Wealth Management
Colorado
$583
OC
403
Oakworth Capital
Alabama
$582
RAM
404
Riggs Asset Management
Pennsylvania
$532
CHA
405
Carmichael Hill & Associates
Maryland
$507
WWM
406
Wolff Wiese Magana
California
$507
CP
407
Castleview Partners
Texas
$506
CNBTD
408
Citizens National Bank Trust Department
Mississippi
$506
PGAM
409
Princeton Global Asset Management
New Jersey
$506
NSG
410
Nalls Sherbakoff Group
Tennessee
$463 -$126 -5 -20%
DI
411
Disciplined Investments
Oklahoma
$329 +$176 +7 +117%
SWM
412
Sanctuary Wealth Management
Idaho
$329 +$327 +13 New
VAG
413
VisionPoint Advisory Group
Texas
$304 +$302 +12 New
BWM
414
BerganKDV Wealth Management
Minnesota
$254
NECFA
415
New England Capital Financial Advisors
Connecticut
$254
SSB
416
Sandy Spring Bank
Maryland
$254 +$252 +10 New
SCA
417
Stonebridge Capital Advisors
Minnesota
$253 -$126 -5 -33%
NSIM
418
North Star Investment Management
Illinois
$253
FGAM
419
Financial Gravity Asset Management
Texas
$229 +$629 +25 New
BWM
420
Baystate Wealth Management
Massachusetts
$228 -$1.26K -50 -85%
SIC
421
SJS Investment Consulting
Ohio
$228
APC
422
Aspire Private Capital
North Carolina
$127
DWA
423
Delos Wealth Advisors
Texas
$127
CFO
424
CVA Family Office
Colorado
$127 +$126 +5 New
BCM
425
Bourgeon Capital Management
Connecticut
$102