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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
426
Cordatus Wealth Management
Pennsylvania
$1.08M +$26.6K +131 +2%
Bank Julius Baer & Co
427
Bank Julius Baer & Co
Switzerland
$1.08M +$618K +3,041 +128%
MYIA
428
Mount Yale Investment Advisors
Colorado
$1.08M +$1.09M +5,383 New
HB
429
Homrich & Berg
Georgia
$1.07M +$29.3K +144 +3%
GAG
430
GM Advisory Group
New York
$1.07M -$477K -2,348 -30%
IFG
431
Independent Financial Group
California
$1.07M +$346K +1,702 +47%
FCBT
432
First Citizens Bank & Trust
North Carolina
$1.06M -$183K -901 -14%
PAS
433
Park Avenue Securities
New York
$1.06M +$507K +2,492 +89%
RA
434
Rational Advisors
New York
$1.05M -$1.12M -5,510 -51%
SAM
435
Seelaus Asset Management
New Jersey
$1.05M +$3.05K +15 +0.3%
Northwestern Mutual Wealth Management
436
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$397K +1,952 +60%
JAMONY
437
Jacob Asset Management of New York
California
$1.04M +$1.06M +5,199 New
BCI
438
Brinker Capital Investments
Pennsylvania
$1.04M +$250K +1,231 +31%
PWA
439
Phoenix Wealth Advisors
North Carolina
$1.03M +$1.05M +5,168 New
CI
440
Capital International
California
$1.03M -$45.8K -225 -4%
DILIC
441
Dai-ichi Life Insurance Company
Japan
$1.03M +$70.4K +346 +7%
MIM
442
Moseley Investment Management
Florida
$1.02M +$310K +1,527 +43%
AFC
443
AFT Forsyth & Company
Florida
$1.01M +$809K +3,981 +365%
BMSSC
444
B. Metzler seel. Sohn & Co
Germany
$1.01M +$951K +4,677 New
B
445
BP
United Kingdom
$1.01M +$1.03M +5,058 New
Squarepoint
446
Squarepoint
New York
$1.01M +$1.02M +5,040 New
GWSG
447
GPS Wealth Strategies Group
Colorado
$1.01M +$72.6K +357 +8%
ARS
448
Adirondack Retirement Specialists
New York
$1M +$1.02M +5,025 New
ACP
449
Aviance Capital Partners
Florida
$1M -$2.44M -12,000 -71%
CGFI
450
Cypress Growth Fund III
California
$1M +$1.02M +5,000 New

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.