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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
PAI
826
Pittenger & Anderson Inc
Nebraska
$16K
ACM
827
AUA Capital Management
Pennsylvania
$15K
CWA
828
Clearview Wealth Advisors
Oregon
$15K +$15K +74 New
SIS
829
Sound Income Strategies
Florida
$14K +$2.03K +10 +17%
EIP
830
Ellis Investment Partners
Pennsylvania
$14K +$13.4K +66 +1,320%
SFP
831
Sterling Financial Planning
New Jersey
$13K +$13.4K +66 New
MIM
832
Macroview Investment Management
Maryland
$12K +$6.51K +32 +107%
NOI
833
Newton One Investments
Delaware
$12K +$12.2K +60 New
WAS
834
Winch Advisory Services
Wisconsin
$12K +$12.6K +62 New
TCWA
835
Ten Capital Wealth Advisors
Washington
$11K +$11.2K +55 New
BWA
836
BDO Wealth Advisors
Florida
$10K -$29.7K -146 -74%
NCM
837
New Capital Management
Texas
$10K
SNT
838
Security National Trust
West Virginia
$10K
VAIA
839
Virtus Alternative Investment Advisers
Connecticut
$10K
CFFP
840
Center for Financial Planning
Michigan
$10K +$10.2K +50 New
TIAM2
841
Tru Independence Asset Management 2
Oregon
$10K +$10.2K +50 New
FHC
842
First Horizon Corporation
Tennessee
$9K -$1.83K -9 -15%
PB
843
Pinnacle Bancorp
Nebraska
$9K +$4.68K +23 +100%
AssetMark Inc
844
AssetMark Inc
California
$9K +$9.15K +45 New
EARNEST Partners
845
EARNEST Partners
Georgia
$8K
GWS
846
Glassman Wealth Services
Virginia
$8K
JFA
847
JNBA Financial Advisors
Minnesota
$8K
AFS
848
Annapolis Financial Services
Maryland
$8K +$7.93K +39 New
LS
849
Leelyn Smith
Illinois
$8K +$8.34K +41 New
FPW
850
Flagship Private Wealth
Massachusetts
$7.12K +$5.29K +26 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.