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Takeda Pharmaceutical

313 hedge funds and large institutions have $1.76B invested in Takeda Pharmaceutical in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

0.89% less ownership

Funds ownership: 8.24%7.35% (-0.89%)

8% less funds holding

Funds holding: 339313 (-26)

14% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 101

16% less call options, than puts

Call options by funds: $46.4M | Put options by funds: $54.9M

30% less capital invested

Capital invested by funds: $2.53B → $1.76B (-$770M)

36% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 59

Holders
313
Holders Change
-26
Holders Change %
-7.67%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
38
Increased
87
Reduced
101
Closed
59
Calls
$46.4M
Puts
$54.9M
Net Calls
-$8.56M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
276
Freestone Capital Holdings
Washington
$2.96K +$1.31M +72,227 +59%
AIM
277
Anchor Investment Management
South Carolina
$2.2K
SWA
278
Sutton Wealth Advisors
Florida
$2.2K
RWML
279
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.16K +$2.57K +142 New
PMFA
280
Plante Moran Financial Advisors
Michigan
$2K -$9.48K -523 -78%
JFA
281
JNBA Financial Advisors
Minnesota
$2K
TCOV
282
Trust Company of Vermont
Vermont
$2K
TFS
283
TrustCore Financial Services
Tennessee
$2K +$1.81K +100 New
SSB
284
Sandy Spring Bank
Maryland
$2K +$1.85K +102 New
CAN
285
Claraphi Advisory Network
United States
$2K +$2.63K +145 New
LSA
286
Lion Street Advisors
Texas
$2K +$2.83K +156 New
WQ
287
Wealth Quarterback
New Jersey
$1.85K
LWM
288
Lenox Wealth Management
Ohio
$1K -$2.81K -155 -58%
AF
289
Allworth Financial
California
$1K
BWP
290
Baldwin Wealth Partners
Massachusetts
$1K
BWM
291
BerganKDV Wealth Management
Minnesota
$1K
ClearBridge Investments
292
ClearBridge Investments
New York
$1K
EIP
293
Ellis Investment Partners
Pennsylvania
$1K
EWM
294
EPG Wealth Management
Georgia
$1K
LFG
295
LifePlan Financial Group
Ohio
$1K
VNA
296
Valley National Advisers
Pennsylvania
$1K
LWM
297
Liberty Wealth Management
California
$1K +$562 +31 +60%
GWS
298
Glassman Wealth Services
Virginia
$1K +$652 +36 +92%
PCA
299
Providence Capital Advisors
North Carolina
$1K +$1.27K +70 New
AA
300
AlphaMark Advisors
Kentucky
$1K +$1.43K +79 New

TAK Hedge Fund Activity: Q1 2020 in Review

313 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q1 2020, worth a combined $1.76B — down 30% from $2.53B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of TAK and 38 opened new positions — a net loss of 21 holders — while 101 trimmed existing stakes and 87 added.

The largest buyer was Renaissance Technologies, adding an estimated $31.8M. The largest seller was Glenview Capital Management, cutting an estimated $193M.

  • 313 institutional investors held Takeda Pharmaceutical (TAK) as of Q1 2020, down from 339 in Q4 2019.
  • Funds reported $1.76B of Takeda Pharmaceutical stock for Q1 2020, down 30% quarter-over-quarter.
  • 38 funds opened new Takeda Pharmaceutical positions in Q1 2020 and 59 closed out, a net change of -21 holders.
  • The largest Takeda Pharmaceutical buyer in Q1 2020 was Renaissance Technologies, an estimated $31.8M added.
  • The largest Takeda Pharmaceutical seller in Q1 2020 was Glenview Capital Management, an estimated $193M sold.

Based on aggregated 13F filings for Q1 2020.