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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
RWML
251
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.08K +$3.21K +183 +89%
CAGAS
252
Capital Advisory Group Advisory Services
Minnesota
$7K -$1.67K -95 -19%
CCA
253
Column Capital Advisors
Indiana
$7K
MLFP
254
MPS Loria Financial Planners
Illinois
$7K
GWS
255
Glassman Wealth Services
Virginia
$7K +$3.88K +221 +126%
CAAS
256
Capital Asset Advisory Services
Michigan
$7K +$7.19K +410 New
AIC
257
Archer Investment Corporation
Indiana
$6.04K
EWM
258
Edge Wealth Management
New York
$6K
PMFA
259
Plante Moran Financial Advisors
Michigan
$6K
SFS
260
Sowell Financial Services
Arkansas
$6K +$35 +2 +0.6%
BDWM
261
Brewin Dolphin Wealth Management
Ireland
$5.46K
NSIM
262
North Star Investment Management
Illinois
$5K -$5.21K -297 -54%
GAM
263
Gemmer Asset Management
California
$5K -$719 -41 -14%
BFEC
264
Benjamin F. Edwards & Company
Missouri
$5K
CFA
265
Carroll Financial Associates
North Carolina
$5K
IAS
266
IMA Advisory Services
Colorado
$5K
RIA
267
RPG Investment Advisory
California
$5K
TRCT
268
Tower Research Capital (TRC)
New York
$4K -$7.89K -450 -69%
DAM
269
Delta Asset Management
Tennessee
$4K
RAM
270
Riggs Asset Management
Pennsylvania
$4K
SIS
271
Sound Income Strategies
Florida
$4K
TF
272
TimeScale Financial
Massachusetts
$4K
VCG
273
Vantage Consulting Group
Virginia
$4K +$3.95K +225 New
ADL
274
Asset Dedication LLC
California
$3K
PAM
275
Panagora Asset Management
Massachusetts
$3K

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.