Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
GRUB was delisted on the 11th of March, 2022.
278 hedge funds and large institutions have $4.99B invested in Just Eat Takeaway.com N.V. American Depositary Shares in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 91 increasing their positions, 106 reducing their positions, and 93 closing their positions.
24% more call options, than puts
Call options by funds: $289M | Put options by funds: $233M
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
14% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 106
15% less funds holding
Funds holding: 328 → 278 (-50)
17% less capital invested
Capital invested by funds: $6.02B → $4.99B (-$1.04B)
45% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$166M |
| 2 |
CIA
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
+$77.8M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$71.9M |
| 4 |
TCM
Tybourne Capital Management
Hong Kong
|
+$61.6M |
| 5 |
MWNA
Marshall Wace North America
New York
|
+$44.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$297M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$98.6M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$54.3M |
| 4 |
Morgan Stanley
New York
|
-$48.2M |
| 5 |
TCG
Tremblant Capital Group
West Palm Beach,
Florida
|
-$44.1M |
GRUB Hedge Fund Activity: Q4 2019 in Review
278 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) for Q4 2019, worth a combined $4.99B — down 17% from $6.02B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of GRUB and 51 opened new positions — a net loss of 42 holders — while 106 trimmed existing stakes and 91 added.
The largest buyer was UBS Group, adding an estimated $166M. The largest seller was ClearBridge Investments, cutting an estimated $297M.
- 278 institutional investors held Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) as of Q4 2019, down from 328 in Q3 2019.
- Funds reported $4.99B of Just Eat Takeaway.com N.V. American Depositary Shares stock for Q4 2019, down 17% quarter-over-quarter.
- 51 funds opened new Just Eat Takeaway.com N.V. American Depositary Shares positions in Q4 2019 and 93 closed out, a net change of -42 holders.
- The largest Just Eat Takeaway.com N.V. American Depositary Shares buyer in Q4 2019 was UBS Group, an estimated $166M added.
- The largest Just Eat Takeaway.com N.V. American Depositary Shares seller in Q4 2019 was ClearBridge Investments, an estimated $297M sold.
Based on aggregated 13F filings for Q4 2019.