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Teladoc Health
TDOC

435 hedge funds and large institutions have $2.84B invested in Teladoc Health in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 158 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $223M | Put options by funds: $113M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

22% more capital invested

Capital invested by funds: $2.33B → $2.84B (+$511M)

4.44% more ownership

Funds ownership: 75.1% → 79.53% (+4.4%)

6% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 62

0% less funds holding

Funds holding: 436 → 435 (-1)

25% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 158

Holders
435
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
6.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
66
Increased
118
Reduced
158
Closed
62
Calls
$223M
Puts
$113M
Net Calls
+$110M
Net Calls Change
+$56.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$79.2M
2
Man Group
Man Group
United Kingdom
+$36.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$34.2M
4
BlackRock
BlackRock
New York
+$30.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$26.9M

Top Sellers

1
SOMRS
State of Michigan Retirement System
Michigan
-$55.9M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$23.5M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$22.1M
4
Norges Bank
Norges Bank
Norway
-$18.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$15.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.51M +$53.7K +2,912 +4%
WHG
102
Westwood Holdings Group
Texas
$1.51M +$149K +8,072 +13%
DVF
103
Discovery Value Fund
Singapore
$1.46M -$51.4K -2,788 -4%
CIA
104
Capital Impact Advisors
Massachusetts
$1.37M +$936K +50,710 +394%
Ameriprise
105
Ameriprise
Minnesota
$1.36M -$411K -22,262 -26%
Stifel Financial
106
Stifel Financial
Missouri
$1.35M -$48K -2,601 -4%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$1.31M +$270K +14,630 +32%
CAM
108
Cresset Asset Management
Illinois
$1.28M +$151K +8,200 +16%
YIH
109
Y-Intercept (HK)
Hong Kong
$1.21M +$1.04M +56,276 New
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$1.21M +$140K +7,583 +16%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$1.2M -$478K -25,931 -32%
PI
112
PineBridge Investments
New York
$1.19M +$464K +25,171 +83%
Wells Fargo
113
Wells Fargo
California
$1.17M -$141K -7,657 -12%
MG
114
Marex Group
$1.16M +$272K +14,770 +38%
Rafferty Asset Management
115
Rafferty Asset Management
New York
$1.12M +$155K +8,410 +19%
GCP
116
GSA Capital Partners
United Kingdom
$1.08M -$217K -11,739 -19%
Simplex Trading
117
Simplex Trading
Illinois
$1.04M +$892K +48,350 New
TSS
118
Two Sigma Securities
New York
$1.03M +$654K +35,470 +287%
SG Americas Securities
119
SG Americas Securities
New York
$1.03M +$505K +27,399 +135%
LFAS
120
Level Four Advisory Services
Texas
$1.01M -$22.5K -1,217 -3%
ASRS
121
Arizona State Retirement System
Arizona
$994K -$9.04K -490 -1%
CIBC World Market
122
CIBC World Market
Ontario, Canada
$956K -$71.7K -3,884 -8%
QPW
123
Quantum Private Wealth
Florida
$897K +$312K +16,937 +69%
PMEF
124
Point72 Middle East FZE
United Arab Emirates
$874K -$2.08M -112,759 -74%
TAM
125
Titleist Asset Management
Texas
$866K -$23K -1,245 -3%
3 4
5
6 7

TDOC Hedge Fund Activity: Q4 2023 in Review

435 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Teladoc Health (TDOC) for Q4 2023, worth a combined $2.84B — up 22% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new TDOC positions and 62 closed out — a net gain of 4 holders — while 118 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $79.2M. The largest seller was State of Michigan Retirement System, cutting an estimated $55.9M.

  • 435 institutional investors held Teladoc Health (TDOC) as of Q4 2023, down from 436 in Q3 2023.
  • Funds reported $2.84B of Teladoc Health stock for Q4 2023, up 22% quarter-over-quarter.
  • 66 funds opened new Teladoc Health positions in Q4 2023 and 62 closed out, a net change of +4 holders.
  • The largest Teladoc Health buyer in Q4 2023 was Morgan Stanley, an estimated $79.2M added.
  • The largest Teladoc Health seller in Q4 2023 was State of Michigan Retirement System, an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2023.