The passive-dominated buying cluster suggests index rebalancing rather than a fundamental catalyst. Monitor for activist or active fund entries. The 100% historical win rate on prior TDOC reports is not actionable here due to low conviction signal.
Executive Summary
Three major institutional investors (Fidelity, Morgan Stanley, Citadel) added to Teladoc Health positions in Q3 2025, while BofA trimmed. Net institutional accumulation of ~$7.5M, dominated by passive managers, signals modest positive sentiment but lacks catalyst conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $7.5M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | ADD | +94.8% | $4.5M | $1.9M |
| Morgan Stanley | ADD | +84.1% | $27.8M | $10.8M |
| Citadel | ADD | +33% | $9.4M | $1.4M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| BofA | TRIM | -50.8% | $11.7M | -$6.6M |
Key Facts
- 3 institutional buyers added $14.1M in TDOC positions during Q3 2025
- BofA trimmed 50.8% of its position, selling $6.6M
- Net institutional buying of ~$7.5M, ~0.58% of market cap
- All buyer actions are ADD (additions to existing positions), not new stakes
- Majority of activity is from passive/managed index funds
Financial Impact
Net institutional accumulation of approximately $7.5 million, with total buyer positions of $41.7 million and seller reduction of $6.6 million.
Risk Factors
- Passive flows can reverse; BofA's trim may indicate caution
- TDOC remains a small-cap with high short interest potential
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-TDOC-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | 144 | $6.16 $6.30 | ▲ +2.27% | ▲ +2.49% | — |
Sep 3, 2026 29d ago | Insider Cluster | $6.28 $6.50 | ▲ +3.50% | ▲ +4.71% | — |
Sep 2, 2026 4w ago | 144 | $6.46 $6.09 | ▼ −5.73% | ▼ −4.77% | — |
Aug 7, 2026 8w ago | Press Release | $7.13 $6.81 | ▲ +4.49% | ▲ +4.89% | — |
Jul 31, 2026 9w ago | Press Release | $6.68 $7.08 | ▼ −5.99% | ▼ −3.96% | — |
Jun 29, 2026 13w ago | 144 | $8.69 $9.29 | ▲ +6.90% | ▲ +5.52% | — |
Jun 11, 2026 16w ago | 144 | $7.31 $7.59 | ▲ +3.83% | ▲ +3.40% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $7.31 $7.59 | ▲ +3.83% | ▲ +3.40% | — |
Jun 2, 2026 17w ago | 144 | $7.09 $7.03 | ▼ −0.85% | ▲ +2.97% | — |
Jun 2, 2026 17w ago | 144 | $7.09 $7.03 | ▼ −0.85% | ▲ +2.97% | — |
US Market Status
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