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Teladoc Health

444 hedge funds and large institutions have $3.16B invested in Teladoc Health in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 107 increasing their positions, 169 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $271M | Put options by funds: $142M

2.05% less ownership

Funds ownership: 85.48%83.43% (-2%)

8% less funds holding

Funds holding: 482444 (-38)

10% less capital invested

Capital invested by funds: $3.51B → $3.16B (-$346M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

28% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 110

37% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 169

Holders
444
Holders Change
-38
Holders Change %
-7.88%
% of All Funds
7.14%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
79
Increased
107
Reduced
169
Closed
110
Calls
$271M
Puts
$142M
Net Calls
+$129M
Net Calls Change
+$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$448M -$52M -1,929,862 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$342M +$22.6M +836,848 +6%
BlackRock
3
BlackRock
New York
$234M -$47.7M -1,770,292 -15%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$192M -$12.8M -474,272 -6%
NAMA
5
Nikko Asset Management Americas
New York
$192M -$1.89M -70,088 -0.9%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$112M -$13.4M -497,789 -9%
State Street
7
State Street
Massachusetts
$110M -$4.47M -165,639 -3%
SOMRS
8
State of Michigan Retirement System
Michigan
$89.5M +$1.17M +43,500 +1%
KA
9
Kinnevik AB
Sweden
$87.1M
Millennium Management
10
Millennium Management
New York
$64.3M +$62.2M +2,307,853 +560%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$60.9M -$12.1M -447,104 -15%
Renaissance Technologies
12
Renaissance Technologies
New York
$58.4M -$26.5M -981,519 -28%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$51.3M +$1.95M +72,396 +3%
Voloridge Investment Management
14
Voloridge Investment Management
Florida
$51M -$15.2M -564,178 -21%
HCS
15
Himension Capital (Singapore)
Singapore
$48.9M -$806K -29,876 -1%
Morgan Stanley
16
Morgan Stanley
New York
$45.1M -$7.31M -271,007 -12%
Two Sigma Investments
17
Two Sigma Investments
New York
$44.8M +$2.62M +97,111 +5%
CS
18
Credit Suisse
Switzerland
$43.2M -$13M -480,596 -21%
First Trust Advisors
19
First Trust Advisors
Illinois
$38.1M +$366K +13,572 +0.8%
Goldman Sachs
20
Goldman Sachs
New York
$37.4M +$352K +13,050 +0.8%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$37.1M -$2.49M -92,300 -6%
Norges Bank
22
Norges Bank
Norway
$34.6M -$1.66M -61,615 -4%
Citadel Advisors
23
Citadel Advisors
Florida
$30.9M +$8.52M +315,922 +32%
UBS Group
24
UBS Group
Switzerland
$27.9M -$5.44M -201,803 -15%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$26M +$29.4M +1,089,170 +9,904%

TDOC Hedge Fund Activity: Q4 2022 in Review

444 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Teladoc Health (TDOC) for Q4 2022, worth a combined $3.16B — down 9.9% from $3.51B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of TDOC and 79 opened new positions — a net loss of 31 holders — while 169 trimmed existing stakes and 107 added.

The largest buyer was Millennium Management, adding an estimated $62.2M. The largest seller was ARK Investment Management, cutting an estimated $52M.

  • 444 institutional investors held Teladoc Health (TDOC) as of Q4 2022, down from 482 in Q3 2022.
  • Funds reported $3.16B of Teladoc Health stock for Q4 2022, down 9.9% quarter-over-quarter.
  • 79 funds opened new Teladoc Health positions in Q4 2022 and 110 closed out, a net change of -31 holders.
  • The largest Teladoc Health buyer in Q4 2022 was Millennium Management, an estimated $62.2M added.
  • The largest Teladoc Health seller in Q4 2022 was ARK Investment Management, an estimated $52M sold.

Based on aggregated 13F filings for Q4 2022.