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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
701
Cornerstone Wealth Management
Missouri
$202K -$74.6K -367 -27%
MA
702
MONECO Advisors
Connecticut
$202K +$177K +872 New
FNBOO
703
First National Bank of Omaha
Nebraska
$201K +$205K +1,006 New
CWP
704
CFM Wealth Partners
Texas
$200K -$4.07K -20 -2%
AFG
705
Albion Financial Group
Utah
$200K +$203K +1,000 New
ECM
706
EMC Capital Management
Texas
$200K +$203K +1,000 New
SFS
707
Sowell Financial Services
Arkansas
$198K -$61.8K -304 -23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
708
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$192K +$31.9K +157 +20%
AAM
709
Advisors Asset Management
Colorado
$175K +$112K +551 +169%
GEA
710
Glen Eagle Advisors
New Jersey
$170K +$19.3K +95 +13%
SFPG
711
Stonebridge Financial Planning Group
Florida
$168K +$20.3K +100 +14%
PP
712
Paloma Partners
Connecticut
$167K -$1.25M -6,166 -88%
SFO
713
Standard Family Office
South Dakota
$161K +$164K +807 New
ANBT
714
American National Bank & Trust
Texas
$160K
RWA
715
Ropes Wealth Advisors
Massachusetts
$160K
NIMI
716
Natixis Investment Managers International
France
$159K +$163K +800 New
GWM
717
Geneos Wealth Management
Colorado
$156K +$456K +2,242 +410%
Fifth Third Bancorp
718
Fifth Third Bancorp
Ohio
$152K -$7.93K -39 -5%
SAS
719
Stelac Advisory Services
New York
$151K +$153K +754 New
AAP
720
Arax Advisory Partners
Colorado
$149K +$45.1K +222 +42%
GRP
721
Global Retirement Partners
California
$135K +$90.5K +445 +193%
FWM
722
Focused Wealth Management
New York
$133K -$119K -585 -47%
CLOS
723
Compagnie Lombard Odier SCmA
Switzerland
$133K +$120K +588 +764%
BDWM
724
Brewin Dolphin Wealth Management
Ireland
$130K
TFM
725
TFC Financial Management
Massachusetts
$124K +$28.3K +139 +29%

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.