Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
GRUB was delisted on the 11th of March, 2022.
133 hedge funds and large institutions have $332M invested in Just Eat Takeaway.com N.V. American Depositary Shares in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 51 reducing their positions, and 54 closing their positions.
86% more call options, than puts
Call options by funds: $11M | Put options by funds: $5.92M
17% less funds holding
Funds holding: 160 → 133 (-27)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
35% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 51
46% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 54
55% less capital invested
Capital invested by funds: $731M → $332M (-$398M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPEM
Marathon Partners Equity Management
New York
|
+$13M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$7.56M |
| 3 |
CIA
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
+$7.3M |
| 4 |
JGC
J. Goldman & Co
New York
|
+$6.26M |
| 5 |
Optiver Holding
Amsterdam,
Netherlands
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$86.3M |
| 2 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$41.1M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$40.2M |
| 4 |
ClearBridge Investments
New York
|
-$36.7M |
| 5 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$25.1M |
GRUB Hedge Fund Activity: Q4 2021 in Review
133 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) for Q4 2021, worth a combined $332M — down 55% from $731M a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of GRUB and 29 opened new positions — a net loss of 25 holders — while 51 trimmed existing stakes and 33 added.
The largest buyer was Marathon Partners Equity Management, adding an estimated $13M. The largest seller was UBS Group, cutting an estimated $86.3M.
- 133 institutional investors held Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) as of Q4 2021, down from 160 in Q3 2021.
- Funds reported $332M of Just Eat Takeaway.com N.V. American Depositary Shares stock for Q4 2021, down 55% quarter-over-quarter.
- 29 funds opened new Just Eat Takeaway.com N.V. American Depositary Shares positions in Q4 2021 and 54 closed out, a net change of -25 holders.
- The largest Just Eat Takeaway.com N.V. American Depositary Shares buyer in Q4 2021 was Marathon Partners Equity Management, an estimated $13M added.
- The largest Just Eat Takeaway.com N.V. American Depositary Shares seller in Q4 2021 was UBS Group, an estimated $86.3M sold.
Based on aggregated 13F filings for Q4 2021.