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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
RIA
251
Realta Investment Advisors
Delaware
$15K -$12.1K -633 -47%
SBL
252
Sargent Bickham Lagudis
Colorado
$15K
BCA
253
Berman Capital Advisors
Georgia
$14K -$746 -39 -5%
PMFA
254
Plante Moran Financial Advisors
Michigan
$13K -$7.92K -414 -38%
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$13K -$7.14K -373 -37%
MCM
256
Manchester Capital Management
Vermont
$13K +$12.8K +668 New
FCB
257
First Command Bank
Texas
$12K
FCFS
258
First Command Financial Services
Texas
$12K
RWA
259
Ropes Wealth Advisors
Massachusetts
$12K
SFG
260
Sowa Financial Group
Rhode Island
$12K +$11.6K +604 New
NSIM
261
North Star Investment Management
Illinois
$11K -$3.85K -201 -27%
AIC
262
Archer Investment Corporation
Indiana
$11K
SFS
263
Sowell Financial Services
Arkansas
$11K +$2.79K +146 +36%
CMA
264
Cedar Mountain Advisors
Oregon
$11K +$11K +573 New
FANJ
265
Financial Architects (New Jersey)
New Jersey
$10K
WC
266
Whitnell & Co
Illinois
$10K
KBC Group
267
KBC Group
Belgium
$10K +$9.79K +512 New
CFB
268
Cullen/Frost Bankers
Texas
$9K -$36.1K -1,889 -80%
GI
269
Gradient Investments
Minnesota
$9K
LWANC
270
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K
PFGIA
271
Patriot Financial Group Insurance Agency
Massachusetts
$9K
WTC
272
WhitTier Trust Company
Nevada
$9K
FHA
273
Flagship Harbor Advisors
Massachusetts
$9K +$115 +6 +1%
SL
274
Savior LLC
Massachusetts
$9K +$8.57K +448 New
AWM
275
AllSquare Wealth Management
New York
$8K

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.