We are live on ! Find out more
TAK icon

Takeda Pharmaceutical

313 hedge funds and large institutions have $1.98B invested in Takeda Pharmaceutical in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 98 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

4% more capital invested

Capital invested by funds: $1.9B → $1.98B (+$79.2M)

1% more funds holding

Funds holding: 311313 (+2)

0.08% more ownership

Funds ownership: 6.82%6.9% (+0.08%)

10% less call options, than puts

Call options by funds: $54.6M | Put options by funds: $60.5M

15% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 98

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
313
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
5.54%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
52
Increased
83
Reduced
98
Closed
46
Calls
$54.6M
Puts
$60.5M
Net Calls
-$5.85M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
226
Pinnacle Bancorp
Nebraska
$17K
NFG
227
Next Financial Group
Texas
$17K +$9.11K +519 +123%
EFSCE
228
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$1.02K -58 -7%
TFO
229
Tarbox Family Office
California
$15K
WWM
230
Wolff Wiese Magana
California
$15K +$14.5K +829 New
SL
231
Savior LLC
Massachusetts
$14K +$5.35K +305 +68%
BlackRock
232
BlackRock
New York
$13K +$684 +39 +6%
LWCFA
233
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K -$4.63K -264 -29%
MCM
234
Manchester Capital Management
Vermont
$12K
M
235
MOTCO
Texas
$12K +$4.26K +243 +61%
ICP
236
Interchange Capital Partners
Pennsylvania
$12K +$11.8K +670 New
SFG
237
Sowa Financial Group
Rhode Island
$11K
IAIM
238
International Assets Investment Management
Florida
$11K +$10.3K +589 New
WT
239
Whittier Trust
California
$10K -$1.93K -110 -17%
CMA
240
Cedar Mountain Advisors
Oregon
$10K
HFA
241
Hoover Financial Advisors
Pennsylvania
$10K +$9.56K +545 New
AWG
242
Altus Wealth Group
Colorado
$10K +$10K +571 New
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$9K -$15.2K -869 -65%
ABC
244
Associated Banc-Corp
Wisconsin
$9K -$3.51K -200 -28%
GI
245
Gradient Investments
Minnesota
$9K
HWM
246
HighMark Wealth Management
Minnesota
$9K
LWANC
247
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K
WTC
248
WhitTier Trust Company
Nevada
$9K
FHA
249
First Horizon Advisors
Tennessee
$8K
WT
250
Washington Trust
Rhode Island
$8K

TAK Hedge Fund Activity: Q4 2020 in Review

313 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q4 2020, worth a combined $1.98B — up 4.2% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new TAK positions and 46 closed out — a net gain of 6 holders — while 83 added to existing stakes and 98 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $131M. The largest seller was LMR Partners, exiting entirely with an estimated $43.4M sold.

  • 313 institutional investors held Takeda Pharmaceutical (TAK) as of Q4 2020, up from 311 in Q3 2020.
  • Funds reported $1.98B of Takeda Pharmaceutical stock for Q4 2020, up 4.2% quarter-over-quarter.
  • 52 funds opened new Takeda Pharmaceutical positions in Q4 2020 and 46 closed out, a net change of +6 holders.
  • The largest Takeda Pharmaceutical buyer in Q4 2020 was ARK Investment Management, an estimated $131M added.
  • The largest Takeda Pharmaceutical seller in Q4 2020 was LMR Partners, an estimated $43.4M sold.

Based on aggregated 13F filings for Q4 2020.