- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 16 Sep 2024
- latest of these filings; the earliest 26 Jul 2024
- Managers listing it
- 6
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 6 listed it in both
- Shares listed
- 21,819,938
- combined, among listed positions
- Reported value
- $213m
- combined, at the quarter end
Among the 94 comparable managers: 2 buyers (opened or added shares) and 5 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 Q2 2024
6 of 6 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| ARK Investment Management LLC | 7,481,255 | $73m | 0.65% | Trimmed | -8,553,415 | 26 Jul 2024 (the filing on sec.gov) |
| Renaissance Technologies LLC | 5,469,784 | $53m | 0.09% | Trimmed | -63,719 | 9 Aug 2024 (the filing on sec.gov) |
| Point72 Asset Management LP | 5,303,123 | $52m | 0.14% | Added | +3,655,436 | 16 Sep 2024 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 1,846,999 | $18m | 0.07% | Added | +939,152 | 14 Aug 2024 (the filing on sec.gov) |
| Man Group PLC | 1,674,256 | $16m | under 0.1% | Trimmed | -945,280 | 14 Aug 2024 (the filing on sec.gov) |
| Maverick Capital Ltd | 44,521 | $435k | under 0.1% | Trimmed | -12,506 | 14 Aug 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPexisting position · 5,303,123 shares now+3,655,436
- Voloridge Investment Management LLCexisting position · 1,846,999 shares now+939,152
Reductions
- ARK Investment Management LLCexisting position · 7,481,255 shares now-8,553,415
- Man Group PLCexisting position · 1,674,256 shares now-945,280
- Renaissance Technologies LLCexisting position · 5,469,784 shares now-63,719
- Maverick Capital Ltdexisting position · 44,521 shares now-12,506
New positions and exits
New (0)
No new position among listed positions.
Exited (1)
- Two Sigma Investments LPwas $18m
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 →