Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
GRUB was delisted on the 11th of March, 2022.
160 hedge funds and large institutions have $731M invested in Just Eat Takeaway.com N.V. American Depositary Shares in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 63 reducing their positions, and 60 closing their positions.
130% more call options, than puts
Call options by funds: $19.7M | Put options by funds: $8.55M
15% less funds holding
Funds holding: 189 → 160 (-29)
33% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 63
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
45% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 60
59% less capital invested
Capital invested by funds: $1.8B → $731M (-$1.07B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
+$48.1M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$24.6M |
| 3 |
MPEM
Marathon Partners Equity Management
New York
|
+$13.4M |
| 4 |
NCM
Nellore Capital Management
Redwood City,
California
|
+$12.2M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$9.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$177M |
| 2 |
D.E. Shaw & Co
New York
|
-$73.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$69.4M |
| 4 |
TAL
TIG Advisors LLC
New York
|
-$56.5M |
| 5 |
Morgan Stanley
New York
|
-$48.8M |
GRUB Hedge Fund Activity: Q3 2021 in Review
160 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) for Q3 2021, worth a combined $731M — down 59% from $1.8B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of GRUB and 33 opened new positions — a net loss of 27 holders — while 63 trimmed existing stakes and 42 added.
The largest buyer was Public Investment Fund, opening a new position worth an estimated $48.1M. The largest seller was Goldman Sachs, cutting an estimated $177M.
- 160 institutional investors held Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) as of Q3 2021, down from 189 in Q2 2021.
- Funds reported $731M of Just Eat Takeaway.com N.V. American Depositary Shares stock for Q3 2021, down 59% quarter-over-quarter.
- 33 funds opened new Just Eat Takeaway.com N.V. American Depositary Shares positions in Q3 2021 and 60 closed out, a net change of -27 holders.
- The largest Just Eat Takeaway.com N.V. American Depositary Shares buyer in Q3 2021 was Public Investment Fund, an estimated $48.1M added.
- The largest Just Eat Takeaway.com N.V. American Depositary Shares seller in Q3 2021 was Goldman Sachs, an estimated $177M sold.
Based on aggregated 13F filings for Q3 2021.