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Takeda Pharmaceutical

309 hedge funds and large institutions have $1.98B invested in Takeda Pharmaceutical in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $1.76B → $1.98B (+$221M)

0.27% less ownership

Funds ownership: 7.35%7.08% (-0.27%)

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

1% less funds holding

Funds holding: 313309 (-4)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

13% less call options, than puts

Call options by funds: $57.8M | Put options by funds: $66.4M

24% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 100

Holders
309
Holders Change
-4
Holders Change %
-1.28%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
39
Increased
76
Reduced
100
Closed
41
Calls
$57.8M
Puts
$66.4M
Net Calls
-$8.63M
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
276
Panagora Asset Management
Massachusetts
$3K
PMFA
277
Plante Moran Financial Advisors
Michigan
$3K
RAM
278
Riggs Asset Management
Pennsylvania
$3K
TCM
279
Tradewinds Capital Management
Washington
$3K
BWM
280
Baystate Wealth Management
Massachusetts
$3K +$2.69K +150 New
AIM
281
Anchor Investment Management
South Carolina
$2.6K
SWA
282
Sutton Wealth Advisors
Florida
$2.6K
JFA
283
JNBA Financial Advisors
Minnesota
$2K
LWM
284
Lenox Wealth Management
Ohio
$2K
LWM
285
Liberty Wealth Management
California
$2K
TCOV
286
Trust Company of Vermont
Vermont
$2K
TFS
287
TrustCore Financial Services
Tennessee
$2K
APWA
288
Atlas Private Wealth Advisors
New Jersey
$2K +$1.98K +110 New
CAL
289
Capital Advisors Ltd
Ohio
$1K -$1.08K -60 -44%
GWS
290
Glassman Wealth Services
Virginia
$1K -$269 -15 -20%
BWP
291
Baldwin Wealth Partners
Massachusetts
$1K
BWM
292
BerganKDV Wealth Management
Minnesota
$1K
ClearBridge Investments
293
ClearBridge Investments
New York
$1K
CLOS
294
Compagnie Lombard Odier SCmA
Switzerland
$1K
EIP
295
Ellis Investment Partners
Pennsylvania
$1K
LF
296
Lee Financial
Texas
$1K
LFG
297
LifePlan Financial Group
Ohio
$1K
VNA
298
Valley National Advisers
Pennsylvania
$1K
TFA
299
Transamerica Financial Advisors
Florida
$1K +$18 +1 New
CFD
300
Creative Financial Designs
Indiana
$1K +$628 +35 New

TAK Hedge Fund Activity: Q2 2020 in Review

309 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q2 2020, worth a combined $1.98B — up 13% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of TAK and 39 opened new positions — a net loss of 2 holders — while 100 trimmed existing stakes and 76 added.

The largest buyer was Renaissance Technologies, adding an estimated $33.1M. The largest seller was Glenview Capital Management, cutting an estimated $67.5M.

  • 309 institutional investors held Takeda Pharmaceutical (TAK) as of Q2 2020, down from 313 in Q1 2020.
  • Funds reported $1.98B of Takeda Pharmaceutical stock for Q2 2020, up 13% quarter-over-quarter.
  • 39 funds opened new Takeda Pharmaceutical positions in Q2 2020 and 41 closed out, a net change of -2 holders.
  • The largest Takeda Pharmaceutical buyer in Q2 2020 was Renaissance Technologies, an estimated $33.1M added.
  • The largest Takeda Pharmaceutical seller in Q2 2020 was Glenview Capital Management, an estimated $67.5M sold.

Based on aggregated 13F filings for Q2 2020.