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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
CHA
576
Carmichael Hill & Associates
Maryland
$35K -$1.75K -10 -5%
SFPG
577
Stonebridge Financial Planning Group
Florida
$33K
AIM
578
AIA Investment Management
Singapore
$33K +$30K +171 New
AS
579
Altshuler Shaham
Israel
$32K +$11K +63 +61%
WT
580
Washington Trust
Rhode Island
$28K
PCIA
581
Prime Capital Investment Advisors
Kansas
$26K -$18.2K -104 -44%
OC
582
Oakworth Capital
Alabama
$26K
FHA
583
First Horizon Advisors
Tennessee
$25K -$51K -291 -68%
Daiwa Securities Group
584
Daiwa Securities Group
Japan
$25K
EWM
585
Endurance Wealth Management
Rhode Island
$25K
LWA
586
Lenox Wealth Advisors
New York
$25K
CA
587
Clearstead Advisors
Ohio
$24K
PCM
588
Penserra Capital Management
California
$22K -$150K -855 -88%
TCOV
589
Trust Company of Vermont
Vermont
$21K -$2.8K -16 -13%
OIA
590
Optimum Investment Advisors
Illinois
$20K -$79K -451 -81%
CM
591
Caption Management
Oklahoma
$19K -$70.1K -400 -80%
PFO
592
Pathstone Family Office
New Jersey
$19K -$17.5K -100 -50%
PP
593
PrairieView Partners
Minnesota
$19K -$17.5K -100 -50%
Bessemer Group
594
Bessemer Group
New Jersey
$19K
BBA
595
Braun-Bostich & Associates
Pennsylvania
$19K
HFA
596
HC Financial Advisors
California
$19K
HR
597
Howe & Rusling
New York
$19K +$2.98K +17 +20%
CFA
598
Carroll Financial Associates
North Carolina
$18K -$9.64K -55 -36%
TL
599
TrueWealth LLC
Georgia
$17K +$15.4K +88 New
BL
600
Balentine LLC
Georgia
$17K +$15.6K +89 New

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.