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Teladoc Health
TDOC

728 hedge funds and large institutions have $13B invested in Teladoc Health in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 233 increasing their positions, 256 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.12% more ownership

Funds ownership: 83.93% → 88.05% (+4.1%)

9% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 256

4% less funds holding

Funds holding: 760 → 728 (-32)

13% less first-time investments, than exits

New positions opened: 124 | Existing positions closed: 142

24% less capital invested

Capital invested by funds: $16.9B → $13B (-$4B)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

35% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $2.14B

Holders
728
Holders Change
-32
Holders Change %
-4.21%
% of All Funds
11.2%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
124
Increased
233
Reduced
256
Closed
142
Calls
$1.39B
Puts
$2.14B
Net Calls
-$755M
Net Calls Change
+$258M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$294M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$248M
3
NAMA
Nikko Asset Management Americas
New York
+$161M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$160M
5
Renaissance Technologies
Renaissance Technologies
New York
+$158M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$725M
2
GCGM
General Catalyst Group Management
Massachusetts
-$251M
3
Jennison Associates
Jennison Associates
New York
-$128M
4
Morgan Stanley
Morgan Stanley
New York
-$110M
5
Amundi
Amundi
France
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
826
CIBC Private Wealth Group
Georgia
– -$202K -1,596 Closed
DAM
827
Doheny Asset Management
California
– -$202K -1,590 Closed
WJA
828
Willis Johnson & Associates
Texas
– -$201K -1,587 Closed
TPA
829
Trivium Point Advisory
Connecticut
– -$201K -1,534 Closed
AWM
830
Avondale Wealth Management
Texas
– -$190K -1,500 Closed
IA
831
Insight Advisors
Pennsylvania
– -$209K -1,391 Closed
CFA
832
Cahill Financial Advisors
Minnesota
– -$127K -998 Closed
CIM
833
Contravisory Investment Management
Massachusetts
– -$84K -660 Closed
PP
834
Peconic Partners
New York
– -$76K -600 Closed
BDS
835
Banco de Sabadell
Florida
– -$66K -520 Closed
AWA
836
Arkadios Wealth Advisors
Georgia
– -$54K -426 Closed
TH
837
TCTC Holdings
Texas
– -$41K -325 Closed
CB
838
CNB Bank
Pennsylvania
– -$40K -315 Closed
CFD
839
Creative Financial Designs
Indiana
– -$36K -283 Closed
LWM
840
Liberty Wealth Management
California
– -$28K -209 Closed
GKWIM
841
Gerber Kawasaki Wealth & Investment Management
California
– -$22K -181 Closed
PVH
842
Psagot Value Holdings
Israel
– -$23K -180 Closed
SWM
843
Sugarloaf Wealth Management
Georgia
– -$15K -121 Closed
OSAM
844
O'Shaughnessy Asset Management
Connecticut
– -$11K -87 Closed
Kayne Anderson Rudnick Investment Management
845
Kayne Anderson Rudnick Investment Management
California
– -$11K -83 Closed
SQA
846
Simon Quick Advisors
New Jersey
– -$9.8K -82 -94%
JPLA
847
Joseph P. Lucia & Associates
New York
– -$10K -78 Closed
Loomis, Sayles & Company
848
Loomis, Sayles & Company
Massachusetts
– -$10K -78 Closed
SFP
849
Sterling Financial Planning
New Jersey
– -$7K -55 Closed
HA
850
Herold Advisors
New York
– -$6K -50 Closed
31 32 33
34
35

TDOC Hedge Fund Activity: Q4 2021 in Review

728 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Teladoc Health (TDOC) for Q4 2021, worth a combined $13B — down 24% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of TDOC and 124 opened new positions — a net loss of 18 holders — while 256 trimmed existing stakes and 233 added.

The largest buyer was ARK Investment Management, adding an estimated $294M. The largest seller was Capital World Investors, exiting entirely with an estimated $725M sold.

  • 728 institutional investors held Teladoc Health (TDOC) as of Q4 2021, down from 760 in Q3 2021.
  • Funds reported $13B of Teladoc Health stock for Q4 2021, down 24% quarter-over-quarter.
  • 124 funds opened new Teladoc Health positions in Q4 2021 and 142 closed out, a net change of -18 holders.
  • The largest Teladoc Health buyer in Q4 2021 was ARK Investment Management, an estimated $294M added.
  • The largest Teladoc Health seller in Q4 2021 was Capital World Investors, an estimated $725M sold.

Based on aggregated 13F filings for Q4 2021.