We are live on ! Find out more
TAK icon

Takeda Pharmaceutical

317 hedge funds and large institutions have $2.45B invested in Takeda Pharmaceutical in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 98 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 98

0.14% less ownership

Funds ownership: 9.2%9.06% (-0.14%)

4% less call options, than puts

Call options by funds: $78.2M | Put options by funds: $81.2M

4% less capital invested

Capital invested by funds: $2.57B → $2.45B (-$114M)

9% less funds holding

Funds holding: 347317 (-30)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

46% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 61

Holders
317
Holders Change
-30
Holders Change %
-8.65%
% of All Funds
6.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
33
Increased
101
Reduced
98
Closed
61
Calls
$78.2M
Puts
$81.2M
Net Calls
-$3.01M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
251
WhitTier Trust Company
Nevada
$8K
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$623 +36 +9%
APA
253
American Portfolios Advisors
New York
$7.22K +$3.79K +219 +109%
M
254
MOTCO
Texas
$7K -$29.9K -1,726 -81%
FHA
255
Flagship Harbor Advisors
Massachusetts
$7K -$1.63K -94 -18%
AWM
256
AllSquare Wealth Management
New York
$7K
SFS
257
Sowell Financial Services
Arkansas
$7K +$7.11K +411 New
BFEC
258
Benjamin F. Edwards & Company
Missouri
$6K
GSWM
259
Golden State Wealth Management
California
$6K
QCIG
260
Quad-Cities Investment Group
Iowa
$6K +$35 +2 +0.5%
BBHC
261
Brown Brothers Harriman & Co
New York
$6K +$6.43K +372 New
BlackRock
262
BlackRock
New York
$5K -$37.3K -2,158 -88%
CFA
263
Carroll Financial Associates
North Carolina
$5K
Fidelity International
264
Fidelity International
Bermuda
$5K
LIA
265
LS Investment Advisors
Michigan
$5K
WCG
266
Weaver Consulting Group
California
$5K +$2.51K +145 +94%
EWA
267
Evolution Wealth Advisors
Florida
$4K -$41K -2,372 -91%
IAS
268
IMA Advisory Services
Colorado
$4K
RIA
269
RPG Investment Advisory
California
$4K
TF
270
TimeScale Financial
Massachusetts
$4K
1NWS
271
1 North Wealth Services
Maryland
$4K +$3.82K +221 New
PCM
272
Princeton Capital Management
New Jersey
$4K +$4.08K +236 New
AIC
273
Ameritas Investment Company
Nebraska
$4K +$4.31K +249 New
SWM
274
Selective Wealth Management
Virginia
$4K +$4.5K +260 New
AIM
275
Anchor Investment Management
South Carolina
$3.7K -$2.51K -145 -40%

TAK Hedge Fund Activity: Q3 2019 in Review

317 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q3 2019, worth a combined $2.45B — down 4.4% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of TAK and 33 opened new positions — a net loss of 28 holders — while 98 trimmed existing stakes and 101 added.

The largest buyer was Goldman Sachs, adding an estimated $26.6M. The largest seller was Fidelity Investments, cutting an estimated $36.4M.

  • 317 institutional investors held Takeda Pharmaceutical (TAK) as of Q3 2019, down from 347 in Q2 2019.
  • Funds reported $2.45B of Takeda Pharmaceutical stock for Q3 2019, down 4.4% quarter-over-quarter.
  • 33 funds opened new Takeda Pharmaceutical positions in Q3 2019 and 61 closed out, a net change of -28 holders.
  • The largest Takeda Pharmaceutical buyer in Q3 2019 was Goldman Sachs, an estimated $26.6M added.
  • The largest Takeda Pharmaceutical seller in Q3 2019 was Fidelity Investments, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2019.