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Teladoc Health

108 hedge funds and large institutions have $475M invested in Teladoc Health in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 24

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

8.8% more ownership

Funds ownership: 53.81%62.61% (+8.8%)

6% more capital invested

Capital invested by funds: $449M → $475M (+$26.4M)

5% more funds holding

Funds holding: 103108 (+5)

52% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $3.19M

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
48
Reduced
24
Closed
11
Calls
$1.52M
Puts
$3.19M
Net Calls
-$1.68M
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$60.8M +$6.57M +386,731 +12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$50.7M +$13.5M +796,647 +35%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$50.2M +$317K +18,683 +0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$30M +$960K +56,508 +3%
SAM
5
Sectoral Asset Management
Quebec, Canada
$25.9M +$514K +30,260 +2%
Millennium Management
6
Millennium Management
New York
$18.1M +$9.33M +549,636 +101%
CAM
7
Cortina Asset Management
Wisconsin
$17.8M +$13.2M +774,390 +254%
AllianceBernstein
8
AllianceBernstein
Tennessee
$12.1M +$12M +706,485 +2,488%
PCM
9
Peregrine Capital Management
Minnesota
$12M +$211K +12,420 +2%
BFA
10
BlackRock Fund Advisors
California
$11M +$1.58M +93,249 +16%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$11M -$27.2K -1,602 -0.2%
Brown Advisory
12
Brown Advisory
Maryland
$9.99M -$8.82M -519,551 -46%
EA
13
Emerald Advisers
Pennsylvania
$9.16M +$2.9M +171,004 +45%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.55M
Deutsche Bank
15
Deutsche Bank
Germany
$8.36M +$219K +12,880 +3%
ECP
16
Elk Creek Partners
Colorado
$8.18M +$350K +20,616 +4%
BIT
17
BlackRock Institutional Trust
California
$8.08M +$1.12M +66,161 +16%
BA
18
BlackRock Advisors
Delaware
$7.84M +$380K +22,350 +5%
TA
19
Tamarack Advisers
California
$6.86M +$1.54M +90,600 +28%
Public Employees Retirement Association of Colorado
20
Public Employees Retirement Association of Colorado
Colorado
$6.36M +$6.54M +385,200 New
State Street
21
State Street
Massachusetts
$6.31M +$155K +9,146 +2%
Wells Fargo
22
Wells Fargo
California
$6.24M +$834K +49,077 +15%
TAM
23
Tiverton Asset Management
Delaware
$5.83M
Prudential Financial
24
Prudential Financial
New Jersey
$5.47M +$267K +15,700 +5%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$5.2M -$932K -54,858 -15%

TDOC Hedge Fund Activity: Q4 2016 in Review

108 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Teladoc Health (TDOC) for Q4 2016, worth a combined $475M — up 5.9% from $449M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TDOC positions and 11 closed out — a net gain of 6 holders — while 48 added to existing stakes and 24 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $13.5M. The largest seller was Brown Advisory, cutting an estimated $8.82M.

  • 108 institutional investors held Teladoc Health (TDOC) as of Q4 2016, up from 103 in Q3 2016.
  • Funds reported $475M of Teladoc Health stock for Q4 2016, up 5.9% quarter-over-quarter.
  • 17 funds opened new Teladoc Health positions in Q4 2016 and 11 closed out, a net change of +6 holders.
  • The largest Teladoc Health buyer in Q4 2016 was Fidelity Investments, an estimated $13.5M added.
  • The largest Teladoc Health seller in Q4 2016 was Brown Advisory, an estimated $8.82M sold.

Based on aggregated 13F filings for Q4 2016.