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Teladoc Health

828 hedge funds and large institutions have $21.3B invested in Teladoc Health in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 335 increasing their positions, 288 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 288

3.15% more ownership

Funds ownership: 79.7%82.84% (+3.1%)

4% less capital invested

Capital invested by funds: $22.1B → $21.3B (-$787M)

7% less funds holding

Funds holding: 889828 (-61)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

38% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 141

42% less call options, than puts

Call options by funds: $1.86B | Put options by funds: $3.18B

Holders
828
Holders Change
-61
Holders Change %
-6.86%
% of All Funds
14.41%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.24%
New
87
Increased
335
Reduced
288
Closed
141
Calls
$1.86B
Puts
$3.18B
Net Calls
-$1.32B
Net Calls Change
-$222M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
701
Valley National Advisers
Pennsylvania
$40K
CFB
702
Cullen/Frost Bankers
Texas
$38K +$11.2K +69 +44%
SSB
703
Sandy Spring Bank
Maryland
$37K +$9.56K +59 +36%
TWM
704
Tradition Wealth Management
Minnesota
$36K +$8.1K +50 +30%
SWM
705
Selective Wealth Management
Virginia
$36K +$34K +210 +4,200%
WOC
706
West Oak Capital
California
$34K
FPB
707
First PREMIER Bank
South Dakota
$33K
GCM
708
Gables Capital Management
Florida
$33K +$32.4K +200 New
PCC
709
Park Circle Company
Maryland
$33K +$32.4K +200 New
CHA
710
Carmichael Hill & Associates
Maryland
$32K +$3.24K +20 +12%
AA
711
Ancora Advisors
Ohio
$30K +$6.48K +40 +29%
PVH
712
Psagot Value Holdings
Israel
$30K +$29.2K +180 New
PGAM
713
Princeton Global Asset Management
New Jersey
$30K +$29.5K +182 New
FPS
714
Fieldpoint Private Securities
Connecticut
$29K
WWMSC
715
Wagner Wealth Management (South Carolina)
South Carolina
$26K -$8.1K -50 -24%
BCA
716
Berman Capital Advisors
Georgia
$23K -$2.11K -13 -8%
OC
717
Oakworth Capital
Alabama
$23K
KFS
718
Kelly Financial Services
Massachusetts
$23K +$616K +3,802 +16,530%
CA
719
Clearstead Advisors
Ohio
$22K
FNBOSM
720
First National Bank of South Miami
Florida
$22K
LWA
721
Lenox Wealth Advisors
New York
$22K
SBL
722
Sargent Bickham Lagudis
Colorado
$22K
CWA
723
Clearview Wealth Advisors
Oregon
$22K +$5.51K +34 +34%
HI
724
Hudock Inc
Pennsylvania
$22K +$6.32K +39 +40%
PAI
725
Pittenger & Anderson Inc
Nebraska
$22K +$8.1K +50 +63%

TDOC Hedge Fund Activity: Q2 2021 in Review

828 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Teladoc Health (TDOC) for Q2 2021, worth a combined $21.3B — down 3.6% from $22.1B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of TDOC and 87 opened new positions — a net loss of 54 holders — while 288 trimmed existing stakes and 335 added.

The largest buyer was ARK Investment Management, adding an estimated $258M. The largest seller was General Catalyst Group Management, cutting an estimated $217M.

  • 828 institutional investors held Teladoc Health (TDOC) as of Q2 2021, down from 889 in Q1 2021.
  • Funds reported $21.3B of Teladoc Health stock for Q2 2021, down 3.6% quarter-over-quarter.
  • 87 funds opened new Teladoc Health positions in Q2 2021 and 141 closed out, a net change of -54 holders.
  • The largest Teladoc Health buyer in Q2 2021 was ARK Investment Management, an estimated $258M added.
  • The largest Teladoc Health seller in Q2 2021 was General Catalyst Group Management, an estimated $217M sold.

Based on aggregated 13F filings for Q2 2021.