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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
TCM
276
Tradewinds Capital Management
Washington
$3K
CB
277
CNB Bank
Pennsylvania
$3K +$2.46K +140 New
RWB
278
RMR Wealth Builders
New Jersey
$3K +$2.83K +161 New
SWA
279
Sutton Wealth Advisors
Florida
$2.64K
CFB
280
Cullen/Frost Bankers
Texas
$2K -$3.88K -221 -64%
APWA
281
Atlas Private Wealth Advisors
New Jersey
$2K
BWA
282
BDO Wealth Advisors
Florida
$2K
EIP
283
Ellis Investment Partners
Pennsylvania
$2K
JFA
284
JNBA Financial Advisors
Minnesota
$2K
TCOV
285
Trust Company of Vermont
Vermont
$2K
HIIFS
286
Harel Insurance Investments & Financial Services
Israel
$2K +$1.93K +110 New
FF
287
FourThought Financial
Florida
$2K +$2.14K +122 New
CCA
288
Childress Capital Advisors
Texas
$2K +$2.4K +137 New
TC
289
Truvestments Capital
Florida
$2K +$2.63K +150 New
AF
290
Allworth Financial
California
$1K
BWP
291
Baldwin Wealth Partners
Massachusetts
$1K
BWM
292
BerganKDV Wealth Management
Minnesota
$1K
CAL
293
Capital Advisors Ltd
Ohio
$1K
CLOS
294
Compagnie Lombard Odier SCmA
Switzerland
$1K
CFD
295
Creative Financial Designs
Indiana
$1K
LF
296
Lee Financial
Texas
$1K
VNA
297
Valley National Advisers
Pennsylvania
$1K
TFA
298
Transamerica Financial Advisors
Florida
$1K +$281 +16 New
FFG
299
Fortem Financial Group
California
$1K +$702 +40 New
BC
300
Bartlett & Co
Ohio
$1K +$719 +41 New

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.