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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
JPLA
751
Joseph P. Lucia & Associates
New York
$12K +$1.62K +10 +16%
SQA
752
Simon Quick Advisors
New Jersey
$12K +$4.05K +25 +50%
EFSCE
753
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$5.67K +35 +97%
LWCFA
754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K +$12.2K +75 New
PFBT
755
Parkside Financial Bank & Trust
Missouri
$11K -$39.9K -246 -79%
CMBA
756
C.M. Bidwell & Associates
Hawaii
$11K +$10.4K +64 New
SIS
757
Sound Income Strategies
Florida
$10K -$1.62K -10 -14%
NOI
758
Newton One Investments
Delaware
$10K
WAS
759
Winch Advisory Services
Wisconsin
$10K
BWM
760
Baystate Wealth Management
Massachusetts
$9K
HWM
761
Holloway Wealth Management
Florida
$9K
SFP
762
Sterling Financial Planning
New Jersey
$9K
TCWA
763
Ten Capital Wealth Advisors
Washington
$9K
MIM
764
Macroview Investment Management
Maryland
$9K +$1.78K +11 +26%
ADL
765
Asset Dedication LLC
California
$9K +$9.07K +56 New
FHC
766
First Horizon Corporation
Tennessee
$8K -$2.59K -16 -24%
BWA
767
BDO Wealth Advisors
Florida
$8K
HCM
768
Highlander Capital Management
New Jersey
$8K
SNT
769
Security National Trust
West Virginia
$8K
GAM
770
Gemmer Asset Management
California
$8K +$3.56K +22 +88%
ZB
771
Zions Bancorporation
Utah
$7K -$4.7K -29 -40%
CFA
772
Carroll Financial Associates
North Carolina
$7K
JAM
773
JCIC Asset Management
Ontario, Canada
$7K
JFA
774
JNBA Financial Advisors
Minnesota
$7K
SSC
775
Syverson Strege & Co
Iowa
$7K +$6.48K +40 New

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.