- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Feb 2024
- latest of these filings; the earliest 17 Jan 2024
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 7 listed it in both
- Shares listed
- 32,092,888
- combined, among listed positions
- Reported value
- $692m
- combined, at the quarter end
Among the 93 comparable managers: 6 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing TDOC in Q4 2023
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| ARK Investment Management LLC | 21,224,565 | $457m | 2.71% | Added | +912,692 | 17 Jan 2024 (the filing on sec.gov) |
| Renaissance Technologies LLC | 4,875,184 | $105m | 0.16% | Added | +366,200 | 13 Feb 2024 (the filing on sec.gov) |
| Man Group PLC | 1,985,352 | $43m | 0.12% | Added | +743,309 | 14 Feb 2024 (the filing on sec.gov) |
| Baillie Gifford & Co | 1,589,851 | $34m | under 0.1% | Trimmed | -170,057 | 26 Jan 2024 (the filing on sec.gov) |
| Point72 Asset Management LP | 1,456,966 | $31m | 0.08% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| ExodusPoint Capital Management LP | 334,686 | $7.2m | under 0.1% | Trimmed | -45,740 | 14 Feb 2024 (the filing on sec.gov) |
| Bridgewater Associates LP | 311,849 | $6.7m | under 0.1% | Trimmed | -35,721 | 14 Feb 2024 (the filing on sec.gov) |
| Woodline Partners LP | 241,511 | $5.2m | 0.06% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Maverick Capital Ltd | 72,924 | $1.6m | under 0.1% | Added | +14,934 | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPnew position · 1,456,966 shares now+1,456,966
- ARK Investment Management LLCexisting position · 21,224,565 shares now+912,692
- Man Group PLCexisting position · 1,985,352 shares now+743,309
- Renaissance Technologies LLCexisting position · 4,875,184 shares now+366,200
- Woodline Partners LPnew position · 241,511 shares now+241,511
Reductions
- Baillie Gifford & Coexisting position · 1,589,851 shares now-170,057
- ExodusPoint Capital Management LPexisting position · 334,686 shares now-45,740
- Bridgewater Associates LPexisting position · 311,849 shares now-35,721
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2016 | 2 | $23m | n.a. | n.a. |
| Q3 2016 | 2 | $66m | n.a. | n.a. |
| Q4 2016 | 2 | $66m | n.a. | n.a. |
| Q1 2017 | 5 | $397m | n.a. | n.a. |
| Q2 2017 | 9 | $596m | n.a. | n.a. |
| Q3 2017 | 7 | $285m | n.a. | n.a. |
| Q4 2017 | 8 | $303m | n.a. | n.a. |
| Q1 2018 | 7 | $824m | n.a. | n.a. |
| Q2 2018 | 12 | $1.1bn | n.a. | n.a. |
| Q3 2018 | 11 | $1.4bn | n.a. | n.a. |
| Q4 2018 | 16 | $850m | n.a. | n.a. |
| Q1 2019 | 8 | $624m | n.a. | n.a. |
| Q2 2019 | 9 | $782m | n.a. | n.a. |
| Q3 2019 | 11 | $976m | n.a. | n.a. |
| Q4 2019 | 14 | $1.2bn | n.a. | n.a. |
| Q1 2020 | 21 | $2.1bn | n.a. | n.a. |
| Q2 2020 | 17 | $2.5bn | n.a. | n.a. |
| Q3 2020 | 13 | $2.9bn | n.a. | n.a. |
| Q4 2020 | 15 | $4.9bn | n.a. | n.a. |
| Q1 2021 | 12 | $5.7bn | n.a. | n.a. |
| Q2 2021 | 9 | $5.2bn | n.a. | n.a. |
| Q3 2021 | 10 | $4.3bn | n.a. | n.a. |
| Q4 2021 | 9 | $3.0bn | n.a. | n.a. |
| Q1 2022 | 10 | $2.4bn | n.a. | n.a. |
| Q2 2022 | 12 | $1.4bn | n.a. | n.a. |
| Q3 2022 | 13 | $1.0bn | n.a. | n.a. |
| Q4 2022 | 15 | $889m | n.a. | n.a. |
| Q1 2023 | 13 | $995m | n.a. | n.a. |
| Q2 2023 | 14 | $868m | n.a. | n.a. |
| Q3 2023 | 8 | $559m | n.a. | n.a. |
| Q4 2023 | 9 | $692m | 6 | 3 |
| Q1 2024 | 9 | $454m | 6 | 4 |
| Q2 2024 | 6 | $213m | 2 | 5 |
| Q3 2024 | 5 | $146m | 3 | 3 |
| Q4 2024 | 7 | $195m | 5 | 2 |
| Q1 2025 | 6 | $167m | 4 | 2 |
| Q2 2025 | 6 | $186m | 5 | 1 |
| Q3 2025 | 3 | $119m | 1 | 2 |
| Q4 2025 | 2 | $58m | 15 | 15 |
| Q1 2026 | 4 | $97m | 18 | 12 |
| Q2 2026 | 5 | $163m | 16 | 15 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
TDOC and UNH →TDOC and ELV →TDOC and CI →Choose a stock to compare with TDOC →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own TDOC, latest filings →Back to the 13F Explorer →