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Teladoc Health

669 hedge funds and large institutions have $13.7B invested in Teladoc Health in 2020 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 193 increasing their positions, 230 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 79

20% more capital invested

Capital invested by funds: $11.4B → $13.7B (+$2.31B)

16% more funds holding

Funds holding: 577669 (+92)

5% more call options, than puts

Call options by funds: $555M | Put options by funds: $530M

4.88% less ownership

Funds ownership: 101%96.11% (-4.9%)

16% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 230

41% less funds holding in top 10

Funds holding in top 10: 2213 (-9)

Holders
669
Holders Change
+92
Holders Change %
+15.94%
% of All Funds
13.72%
Holding in Top 10
13
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-40.91%
% of All Funds
0.27%
New
174
Increased
193
Reduced
230
Closed
79
Calls
$555M
Puts
$530M
Net Calls
+$25.6M
Net Calls Change
-$62.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.32B +$16.8M +96,112 +1%
BlackRock
2
BlackRock
New York
$1.29B -$145M -825,210 -11%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$1.14B +$33.7M +192,429 +3%
Jennison Associates
4
Jennison Associates
New York
$701M +$564M +3,217,743 +705%
Bank of America
5
Bank of America
North Carolina
$485M +$31.5M +180,030 +8%
Capital World Investors
6
Capital World Investors
California
$480M +$195M +1,110,566 +79%
JP Morgan Chase
7
JP Morgan Chase
New York
$431M -$157M -894,215 -28%
State Street
8
State Street
Massachusetts
$279M -$4.03M -22,979 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$222M -$4.86M -27,723 -2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$207M -$5.04M -28,737 -3%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$199M +$132M +755,308 +261%
Ensign Peak Advisors
12
Ensign Peak Advisors
Utah
$198M -$68.9M -393,251 -28%
WRF
13
Waddell & Reed Financial
Kansas
$197M -$115M -658,613 -39%
First Trust Advisors
14
First Trust Advisors
Illinois
$191M +$164M +934,829 +1,407%
GGHC
15
Gilder Gagnon Howe & Co
New York
$180M -$19.8M -113,163 -11%
Goldman Sachs
16
Goldman Sachs
New York
$179M +$65M +370,886 +66%
ZCI
17
Zevenbergen Capital Investments
Washington
$172M -$44.1M -251,460 -22%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$151M -$43.3M -247,090 -24%
EAM
19
Eagle Asset Management
Florida
$145M +$1.29M +7,387 +1%
AllianceBernstein
20
AllianceBernstein
Tennessee
$136M -$126M -719,747 -50%
BAMCO Inc
21
BAMCO Inc
New York
$130M -$33.1M -189,000 -22%
FAM
22
Fred Alger Management
New York
$126M +$6.4M +36,514 +6%
Millennium Management
23
Millennium Management
New York
$124M +$87.8M +500,799 +331%
CTA
24
Carillon Tower Advisers
Florida
$121M +$18.6M +106,187 +20%
RP
25
Riverbridge Partners
Minnesota
$119M -$50.1M -286,127 -31%

TDOC Hedge Fund Activity: Q2 2020 in Review

669 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Teladoc Health (TDOC) for Q2 2020, worth a combined $13.7B — up 20% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new TDOC positions and 79 closed out — a net gain of 95 holders — while 193 added to existing stakes and 230 trimmed.

The largest buyer was Jennison Associates, adding an estimated $564M. The largest seller was JP Morgan Chase, cutting an estimated $157M.

  • 669 institutional investors held Teladoc Health (TDOC) as of Q2 2020, up from 577 in Q1 2020.
  • Funds reported $13.7B of Teladoc Health stock for Q2 2020, up 20% quarter-over-quarter.
  • 174 funds opened new Teladoc Health positions in Q2 2020 and 79 closed out, a net change of +95 holders.
  • The largest Teladoc Health buyer in Q2 2020 was Jennison Associates, an estimated $564M added.
  • The largest Teladoc Health seller in Q2 2020 was JP Morgan Chase, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2020.