We are live on ! Find out more
TAK icon

Takeda Pharmaceutical

309 hedge funds and large institutions have $1.98B invested in Takeda Pharmaceutical in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $1.76B → $1.98B (+$221M)

0.27% less ownership

Funds ownership: 7.35%7.08% (-0.27%)

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

1% less funds holding

Funds holding: 313309 (-4)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

13% less call options, than puts

Call options by funds: $57.8M | Put options by funds: $66.4M

24% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 100

Holders
309
Holders Change
-4
Holders Change %
-1.28%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
39
Increased
76
Reduced
100
Closed
41
Calls
$57.8M
Puts
$66.4M
Net Calls
-$8.63M
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
226
Berman Capital Advisors
Georgia
$17K +$9.39K +523 +102%
FCA
227
FinTrust Capital Advisors
South Carolina
$15K -$1.78K -99 -10%
FHA
228
Flagship Harbor Advisors
Massachusetts
$15K +$4.76K +265 +44%
TFO
229
Tarbox Family Office
California
$14K
SIS
230
Sound Income Strategies
Florida
$13K -$8.4K -468 -40%
SBL
231
Sargent Bickham Lagudis
Colorado
$13K
GI
232
Gradient Investments
Minnesota
$13K +$4.09K +228 +48%
ABC
233
Associated Banc-Corp
Wisconsin
$12K -$1.11K -62 -9%
1W
234
1776 Wealth
Georgia
$12K
MCM
235
Manchester Capital Management
Vermont
$12K
BFEC
236
Benjamin F. Edwards & Company
Missouri
$12K +$5.08K +283 +77%
RWA
237
Ropes Wealth Advisors
Massachusetts
$11K -$1.02K -57 -9%
SFG
238
Sowa Financial Group
Rhode Island
$11K
CMA
239
Cedar Mountain Advisors
Oregon
$10K
NSIM
240
North Star Investment Management
Illinois
$10K
HFA
241
Hoover Financial Advisors
Pennsylvania
$10K +$9.78K +545 New
AIC
242
Archer Investment Corporation
Indiana
$9.91K
HWM
243
HighMark Wealth Management
Minnesota
$9K -$13K -726 -59%
FANJ
244
Financial Architects (New Jersey)
New Jersey
$9K
WTC
245
WhitTier Trust Company
Nevada
$9K
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$8K -$25.2K -1,405 -76%
LWANC
247
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K
SL
248
Savior LLC
Massachusetts
$8K
ZB
249
Zions Bancorporation
Utah
$7K -$14.5K -806 -67%
AWM
250
AllSquare Wealth Management
New York
$7K

TAK Hedge Fund Activity: Q2 2020 in Review

309 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q2 2020, worth a combined $1.98B — up 13% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of TAK and 39 opened new positions — a net loss of 2 holders — while 100 trimmed existing stakes and 76 added.

The largest buyer was Renaissance Technologies, adding an estimated $33.1M. The largest seller was Glenview Capital Management, cutting an estimated $67.5M.

  • 309 institutional investors held Takeda Pharmaceutical (TAK) as of Q2 2020, down from 313 in Q1 2020.
  • Funds reported $1.98B of Takeda Pharmaceutical stock for Q2 2020, up 13% quarter-over-quarter.
  • 39 funds opened new Takeda Pharmaceutical positions in Q2 2020 and 41 closed out, a net change of -2 holders.
  • The largest Takeda Pharmaceutical buyer in Q2 2020 was Renaissance Technologies, an estimated $33.1M added.
  • The largest Takeda Pharmaceutical seller in Q2 2020 was Glenview Capital Management, an estimated $67.5M sold.

Based on aggregated 13F filings for Q2 2020.