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GRUB

Just Eat Takeaway.com N.V. American Depositary Shares

Delisted

GRUB was delisted on the 11th of March, 2022.

333 hedge funds and large institutions have $7.31B invested in Just Eat Takeaway.com N.V. American Depositary Shares in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 115 increasing their positions, 109 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

6% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 109

19% less funds holding

Funds holding: 411333 (-78)

38% less capital invested

Capital invested by funds: $11.7B → $7.31B (-$4.4B)

46% less call options, than puts

Call options by funds: $102M | Put options by funds: $188M

51% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 147

Holders
333
Holders Change
-78
Holders Change %
-18.98%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
72
Increased
115
Reduced
109
Closed
147
Calls
$102M
Puts
$188M
Net Calls
-$86.9M
Net Calls Change
-$96.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Caledonia Investments (Australia)
Australia
$898M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$718M +$77.1M +410,816 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$672M +$113M +603,014 +16%
Morgan Stanley
4
Morgan Stanley
New York
$485M +$519M +2,764,328 +699%
BlackRock
5
BlackRock
New York
$346M +$47.2M +251,373 +13%
JP Morgan Chase
6
JP Morgan Chase
New York
$256M +$88.5M +471,704 +40%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$225M -$33.7M -179,833 -11%
LPU
8
Lansdowne Partners (UK)
United Kingdom
$212M +$39.4M +210,045 +18%
CG
9
Carmignac Gestion
France
$184M +$106M +564,554 +89%
PC
10
Pelham Capital
United Kingdom
$175M +$31.2M +166,222 +17%
First Trust Advisors
11
First Trust Advisors
Illinois
$166M +$21.7M +115,506 +12%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$151M -$3.83M -20,398 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$146M +$81M +431,837 +83%
TCIM
14
TIAA CREF Investment Management
New York
$145M -$20.1M -107,187 -10%
State Street
15
State Street
Massachusetts
$132M +$49.1M +261,690 +44%
ClearBridge Investments
16
ClearBridge Investments
New York
$130M +$323K +1,720 +0.2%
AllianceBernstein
17
AllianceBernstein
Tennessee
$107M +$19M +101,069 +17%
Goldman Sachs
18
Goldman Sachs
New York
$105M +$15.3M +81,813 +14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$105M +$96.9M +516,453 +311%
WRF
20
Waddell & Reed Financial
Kansas
$99.5M -$13.3M -70,831 -10%
PC
21
Polar Capital
United Kingdom
$97.4M +$32.4M +172,873 +37%
LCG
22
Luxor Capital Group
New York
$87.7M +$83.7M +446,125 +357%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$64.5M +$4.55M +24,257 +6%
TCM
24
TimesSquare Capital Management
New York
$63M +$3.81M +20,325 +5%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$57.9M +$30M +159,786 +71%

GRUB Hedge Fund Activity: Q4 2018 in Review

333 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) for Q4 2018, worth a combined $7.31B — down 38% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 147 funds closed out of GRUB and 72 opened new positions — a net loss of 75 holders — while 109 trimmed existing stakes and 115 added.

The largest buyer was Morgan Stanley, adding an estimated $519M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $132M sold.

  • 333 institutional investors held Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) as of Q4 2018, down from 411 in Q3 2018.
  • Funds reported $7.31B of Just Eat Takeaway.com N.V. American Depositary Shares stock for Q4 2018, down 38% quarter-over-quarter.
  • 72 funds opened new Just Eat Takeaway.com N.V. American Depositary Shares positions in Q4 2018 and 147 closed out, a net change of -75 holders.
  • The largest Just Eat Takeaway.com N.V. American Depositary Shares buyer in Q4 2018 was Morgan Stanley, an estimated $519M added.
  • The largest Just Eat Takeaway.com N.V. American Depositary Shares seller in Q4 2018 was Two Sigma Advisers, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2018.