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Teladoc Health

230 hedge funds and large institutions have $3.11B invested in Teladoc Health in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 19

40% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 65

21% more capital invested

Capital invested by funds: $2.58B → $3.11B (+$529M)

13% more funds holding

Funds holding: 204230 (+26)

4% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $10.9M

7.47% less ownership

Funds ownership: 132.47%125% (-7.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
230
Holders Change
+26
Holders Change %
+12.75%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
45
Increased
91
Reduced
65
Closed
19
Calls
$10.4M
Puts
$10.9M
Net Calls
-$420K
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
201
ArchPoint Investors
Florida
$24K
GI
202
Gradient Investments
Minnesota
$23K
HNB
203
Huntington National Bank
Ohio
$23K
SIAP
204
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K
CCA
205
Clearwater Capital Advisors
Illinois
$20K +$18.9K +500 New
WA
206
WealthTrust-Arizona
Arizona
$17K -$3.51K -93 -18%
FANJ
207
Financial Architects (New Jersey)
New Jersey
$16K +$14.9K +395 New
PHK
208
Point72 Hong Kong
Hong Kong
$15K -$45.9K -1,215 -76%
IA
209
IFP Advisors
Florida
$15K
GEA
210
Glen Eagle Advisors
New Jersey
$12.3K +$4.72K +125 +69%
FHA
211
First Horizon Advisors
Tennessee
$11K
APP
212
Avantax Planning Partners
Iowa
$11K +$10.3K +274 New
AWA
213
Acorn Wealth Advisors
Michigan
$9K +$7.55K +200 New
CHP
214
Cable Hill Partners
Oregon
$8K -$12.8K -338 -61%
NL
215
NVWM LLC
Pennsylvania
$5K
SPIA
216
Steward Partners Investment Advisory
New York
$5K
TDC
217
Thompson Davis & Co
Virginia
$5K
PFBT
218
Parkside Financial Bank & Trust
Missouri
$3K -$1.17K -31 -28%
ML
219
McAdam LLC
Pennsylvania
$3K +$2.6K +69 New
ACM
220
AUA Capital Management
Pennsylvania
$3K +$2.83K +75 New
IFAM
221
Institutional & Family Asset Management
Colorado
$3K +$3.13K +83 New
CCA
222
Catalyst Capital Advisors
New York
$2K +$1.89K +50 New
QI
223
QS Investors
New York
$2K +$2.19K +58 New
ACS
224
Archford Capital Strategies
Illinois
$2K +$2.27K +60 New
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$1.53K

TDOC Hedge Fund Activity: Q1 2018 in Review

230 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Teladoc Health (TDOC) for Q1 2018, worth a combined $3.11B — up 21% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new TDOC positions and 19 closed out — a net gain of 26 holders — while 91 added to existing stakes and 65 trimmed.

The largest buyer was Global Thematic Partners, opening a new position worth an estimated $48.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $29.8M.

  • 230 institutional investors held Teladoc Health (TDOC) as of Q1 2018, up from 204 in Q4 2017.
  • Funds reported $3.11B of Teladoc Health stock for Q1 2018, up 21% quarter-over-quarter.
  • 45 funds opened new Teladoc Health positions in Q1 2018 and 19 closed out, a net change of +26 holders.
  • The largest Teladoc Health buyer in Q1 2018 was Global Thematic Partners, an estimated $48.2M added.
  • The largest Teladoc Health seller in Q1 2018 was T. Rowe Price Associates, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2018.