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Teladoc Health

577 hedge funds and large institutions have $11.4B invested in Teladoc Health in 2020 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 131 increasing their positions, 205 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 36

144% more funds holding in top 10

Funds holding in top 10: 922 (+13)

56% more capital invested

Capital invested by funds: $7.28B → $11.4B (+$4.07B)

37% more funds holding

Funds holding: 420577 (+157)

33% more call options, than puts

Call options by funds: $353M | Put options by funds: $265M

19.13% less ownership

Funds ownership: 120.13%101% (-19%)

36% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 205

Holders
577
Holders Change
+157
Holders Change %
+37.38%
% of All Funds
12.71%
Holding in Top 10
22
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+144.44%
% of All Funds
0.48%
New
198
Increased
131
Reduced
205
Closed
36
Calls
$353M
Puts
$265M
Net Calls
+$88M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.18B +$50.2M +431,784 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.06B +$18.4M +157,995 +2%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$895M +$4.86M +41,779 +0.7%
JP Morgan Chase
4
JP Morgan Chase
New York
$489M -$221M -1,895,455 -38%
Bank of America
5
Bank of America
North Carolina
$366M -$22.2M -190,775 -7%
WRF
6
Waddell & Reed Financial
Kansas
$262M -$111M -950,892 -36%
State Street
7
State Street
Massachusetts
$231M +$1.02M +8,764 +0.6%
AllianceBernstein
8
AllianceBernstein
Tennessee
$222M -$115M -991,846 -41%
Ensign Peak Advisors
9
Ensign Peak Advisors
Utah
$222M -$9.56M -82,208 -5%
Capital World Investors
10
Capital World Investors
California
$218M +$137M +1,173,845 +510%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$185M -$34.8M -299,046 -20%
ZCI
12
Zevenbergen Capital Investments
Washington
$179M -$51.9M -445,714 -28%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$173M +$62.3M +535,358 +93%
Macquarie Group
14
Macquarie Group
Australia
$168M -$107M -921,103 -46%
GGHC
15
Gilder Gagnon Howe & Co
New York
$164M -$14.3M -122,695 -10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$161M +$12.5M +107,357 +12%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$157M -$13.6M -116,581 -10%
Northern Trust
18
Northern Trust
Illinois
$151M -$3.26M -27,995 -3%
RP
19
Riverbridge Partners
Minnesota
$141M -$62.3M -535,916 -37%
BAMCO Inc
20
BAMCO Inc
New York
$135M -$28.3M -243,400 -22%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$127M -$235M -2,015,934 -71%
Invesco
22
Invesco
Georgia
$121M +$8.73M +75,043 +11%
EAM
23
Eagle Asset Management
Florida
$119M -$1.17M -10,063 -1%
Federated Hermes
24
Federated Hermes
Pennsylvania
$110M +$3.88M +33,387 +5%
N
25
Nuveen
North Carolina
$103M +$14.2M +121,882 +23%

TDOC Hedge Fund Activity: Q1 2020 in Review

577 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Teladoc Health (TDOC) for Q1 2020, worth a combined $11.4B — up 56% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new TDOC positions and 36 closed out — a net gain of 162 holders — while 131 added to existing stakes and 205 trimmed.

The largest buyer was Capital World Investors, adding an estimated $137M. The largest seller was Wellington Management Group, cutting an estimated $235M.

  • 577 institutional investors held Teladoc Health (TDOC) as of Q1 2020, up from 420 in Q4 2019.
  • Funds reported $11.4B of Teladoc Health stock for Q1 2020, up 56% quarter-over-quarter.
  • 198 funds opened new Teladoc Health positions in Q1 2020 and 36 closed out, a net change of +162 holders.
  • The largest Teladoc Health buyer in Q1 2020 was Capital World Investors, an estimated $137M added.
  • The largest Teladoc Health seller in Q1 2020 was Wellington Management Group, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2020.