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Takeda Pharmaceutical

339 hedge funds and large institutions have $2.53B invested in Takeda Pharmaceutical in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 317339 (+22)

3% more capital invested

Capital invested by funds: $2.45B → $2.53B (+$74.7M)

3% more call options, than puts

Call options by funds: $95.2M | Put options by funds: $92.8M

0.81% less ownership

Funds ownership: 9.06%8.24% (-0.81%)

17% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 104

Holders
339
Holders Change
+22
Holders Change %
+6.94%
% of All Funds
6.68%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
86
Reduced
104
Closed
38
Calls
$95.2M
Puts
$92.8M
Net Calls
+$2.39M
Net Calls Change
+$5.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
226
Ellevest Inc
New York
$32K +$31.1K +1,623 New
SPIA
227
Steward Partners Investment Advisory
New York
$30K -$1.63K -85 -5%
CIM
228
Contravisory Investment Management
Massachusetts
$29K -$325 -17 -1%
PWMG
229
Prestige Wealth Management Group
New Jersey
$28K
EWM
230
Edge Wealth Management
New York
$26K -$19.7K -1,031 -44%
CWM
231
Cranbrook Wealth Management
Michigan
$26K
HPC
232
HM Payson & Co
Maine
$25K -$37.9K -1,981 -61%
FRA
233
Front Row Advisors
California
$25K
GWM
234
Geneos Wealth Management
Colorado
$25K
HI
235
Hudock Inc
Pennsylvania
$25K
MU
236
Mirova US
Massachusetts
$25K +$24.9K +1,301 New
HWM
237
HighMark Wealth Management
Minnesota
$24K +$23.5K +1,229 New
PB
238
Pinnacle Bancorp
Nebraska
$23K
SIS
239
Sound Income Strategies
Florida
$23K
FCA
240
FinTrust Capital Advisors
South Carolina
$23K +$1.17K +61 +5%
Schroder Investment Management Group
241
Schroder Investment Management Group
United Kingdom
$22K -$43.9K -2,295 -68%
IRC
242
Investors Research Corp
Georgia
$21K
SIAS
243
Shine Investment Advisory Services
Colorado
$21K
ZB
244
Zions Bancorporation
Utah
$20K +$899 +47 +5%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$19K
LWCFA
246
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K
EFSCE
247
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$8.23K +430 +83%
APA
248
American Portfolios Advisors
New York
$17.7K +$9.16K +479 +114%
FIB
249
First Interstate Bank
Montana
$17K +$2.68K +140 +20%
TFO
250
Tarbox Family Office
California
$16K

TAK Hedge Fund Activity: Q4 2019 in Review

339 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q4 2019, worth a combined $2.53B — up 3% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new TAK positions and 38 closed out — a net gain of 27 holders — while 86 added to existing stakes and 104 trimmed.

The largest buyer was Glenview Capital Management, adding an estimated $60.1M. The largest seller was Baupost Group, exiting entirely with an estimated $162M sold.

  • 339 institutional investors held Takeda Pharmaceutical (TAK) as of Q4 2019, up from 317 in Q3 2019.
  • Funds reported $2.53B of Takeda Pharmaceutical stock for Q4 2019, up 3% quarter-over-quarter.
  • 65 funds opened new Takeda Pharmaceutical positions in Q4 2019 and 38 closed out, a net change of +27 holders.
  • The largest Takeda Pharmaceutical buyer in Q4 2019 was Glenview Capital Management, an estimated $60.1M added.
  • The largest Takeda Pharmaceutical seller in Q4 2019 was Baupost Group, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2019.