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Takeda Pharmaceutical
TAK

311 hedge funds and large institutions have $1.9B invested in Takeda Pharmaceutical in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

1% more funds holding

Funds holding: 309 → 311 (+2)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 90

0.26% less ownership

Funds ownership: 7.08% → 6.82% (-0.26%)

4% less capital invested

Capital invested by funds: $1.98B → $1.9B (-$78.4M)

14% less call options, than puts

Call options by funds: $54M | Put options by funds: $63.1M

Holders
311
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
6.27%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
37
Increased
90
Reduced
90
Closed
34
Calls
$54M
Puts
$63.1M
Net Calls
-$9.06M
Net Calls Change
-$430K

Top Buyers

Rank Fund Capital Flow
1
AIM
ARK Investment Management
Florida
+$21.1M
2
Goldman Sachs
Goldman Sachs
New York
+$12.1M
3
GCM
Glenview Capital Management
New York
+$10.8M
4
Northern Trust
Northern Trust
Illinois
+$7.82M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.42M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$25M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$18.3M
3
LP
LMR Partners
United Kingdom
-$16.5M
4
AC
Adelphi Capital
United Kingdom
-$16.1M
5
GC
GMT Capital
Georgia
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
276
Panagora Asset Management
Massachusetts
$3K – – –
RAM
277
Riggs Asset Management
Pennsylvania
$3K – – –
VRM
278
Vectors Research Management
New York
$3K – – –
GWS
279
Glassman Wealth Services
Virginia
$3K +$2.11K +116 +193%
NNP
280
Nachman Norwood & Parrott
South Carolina
$3K +$2.73K +150 New
ADL
281
Asset Dedication LLC
California
$3K +$3.39K +186 New
AIM
282
Anchor Investment Management
South Carolina
$2.59K – – –
SWA
283
Sutton Wealth Advisors
Florida
$2.59K – – –
TCM
284
Tradewinds Capital Management
Washington
$2K -$910 -50 -26%
APWA
285
Atlas Private Wealth Advisors
New Jersey
$2K – – –
JFA
286
JNBA Financial Advisors
Minnesota
$2K – – –
TCOV
287
Trust Company of Vermont
Vermont
$2K – – –
BCM
288
Bourgeon Capital Management
Connecticut
$2K +$1.77K +97 New
BWA
289
BDO Wealth Advisors
Florida
$2K +$1.95K +107 New
CSPIA
290
Cary Street Partners Investment Advisory
Virginia
$2K +$2.09K +115 New
CA
291
Crewe Advisors
Utah
$2K +$2.48K +136 New
HWA
292
Heritage Wealth Advisors
Virginia
$1.25K +$1.27K +70 New
AF
293
Allworth Financial
California
$1K -$2.29K -126 -64%
BWP
294
Baldwin Wealth Partners
Massachusetts
$1K – – –
BWM
295
BerganKDV Wealth Management
Minnesota
$1K – – –
CAL
296
Capital Advisors Ltd
Ohio
$1K – – –
CLOS
297
Compagnie Lombard Odier SCmA
Switzerland
$1K – – –
CFD
298
Creative Financial Designs
Indiana
$1K – – –
EIP
299
Ellis Investment Partners
Pennsylvania
$1K – – –
LF
300
Lee Financial
Texas
$1K – – –
10 11
12
13 14

TAK Hedge Fund Activity: Q3 2020 in Review

311 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q3 2020, worth a combined $1.9B — down 4% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TAK positions and 34 closed out — a net gain of 3 holders — while 90 added to existing stakes and 90 trimmed.

The largest buyer was ARK Investment Management, opening a new position worth an estimated $21.1M. The largest seller was First Trust Advisors, exiting entirely with an estimated $25M sold.

  • 311 institutional investors held Takeda Pharmaceutical (TAK) as of Q3 2020, up from 309 in Q2 2020.
  • Funds reported $1.9B of Takeda Pharmaceutical stock for Q3 2020, down 4% quarter-over-quarter.
  • 37 funds opened new Takeda Pharmaceutical positions in Q3 2020 and 34 closed out, a net change of +3 holders.
  • The largest Takeda Pharmaceutical buyer in Q3 2020 was ARK Investment Management, an estimated $21.1M added.
  • The largest Takeda Pharmaceutical seller in Q3 2020 was First Trust Advisors, an estimated $25M sold.

Based on aggregated 13F filings for Q3 2020.