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Takeda Pharmaceutical

298 hedge funds and large institutions have $1.04B invested in Takeda Pharmaceutical in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 65 increasing their positions, 105 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more call options, than puts

Call options by funds: $60.1M | Put options by funds: $11.9M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 52

2% more funds holding

Funds holding: 292298 (+6)

1% less ownership

Funds ownership: 5.81%4.81% (-1%)

31% less capital invested

Capital invested by funds: $1.51B → $1.04B (-$465M)

38% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 105

Holders
298
Holders Change
+6
Holders Change %
+2.05%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
61
Increased
65
Reduced
105
Closed
52
Calls
$60.1M
Puts
$11.9M
Net Calls
+$48.3M
Net Calls Change
+$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
301
First Trust Direct Indexing
Massachusetts
-$358K -21,842 Closed
DA
302
DCM Advisors
New York
-$344K -21,000 Closed
SW
303
SkyOak Wealth
Michigan
-$274K -16,701 Closed
SI
304
Stephens Inc
Arkansas
-$235K -14,317 Closed
KPW
305
Kore Private Wealth
New York
-$232K -14,136 Closed
CAM
306
Cresset Asset Management
Illinois
-$229K -13,983 Closed
EIP
307
Epoch Investment Partners
New York
-$221K -13,462 Closed
BCM
308
Bluefin Capital Management
New York
-$208K -12,724 Closed
EWA
309
EP Wealth Advisors
California
-$201K -12,294 Closed
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
-$197K -12,046 Closed
PA
311
Pinnacle Associates
New York
-$176K -10,775 Closed
QP
312
Quilter Plc
United Kingdom
-$171K -10,450 Closed
Wolverine Trading
313
Wolverine Trading
Illinois
-$169K -10,376 Closed
Fisher Asset Management
314
Fisher Asset Management
Washington
-$169K -10,339 Closed
SG
315
StoneX Group
New York
-$164K -10,022 Closed
Toronto Dominion Bank
316
Toronto Dominion Bank
Ontario, Canada
-$125K -7,630 Closed
GRP
317
Global Retirement Partners
California
-$85K -5,187 Closed
HA
318
Herold Advisors
New York
-$33K -2,016 Closed
GKWIM
319
Gerber Kawasaki Wealth & Investment Management
California
-$23K -1,420 Closed
CFGS
320
Concourse Financial Group Securities
Alabama
-$14K -1,000 Closed
MA
321
MUFG Americas
New York
-$14K -866 Closed
FMP
322
Financial Management Professionals
Texas
-$13K -797 Closed
LWANC
323
Laurel Wealth Advisors (North Carolina)
North Carolina
-$8K -473 Closed
WT
324
Washington Trust
Rhode Island
-$7K -407 Closed
CAGAS
325
Capital Advisory Group Advisory Services
Minnesota
-$7K -403 Closed

TAK Hedge Fund Activity: Q4 2021 in Review

298 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q4 2021, worth a combined $1.04B — down 31% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new TAK positions and 52 closed out — a net gain of 9 holders — while 65 added to existing stakes and 105 trimmed.

The largest buyer was Citigroup, adding an estimated $69M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $133M sold.

  • 298 institutional investors held Takeda Pharmaceutical (TAK) as of Q4 2021, up from 292 in Q3 2021.
  • Funds reported $1.04B of Takeda Pharmaceutical stock for Q4 2021, down 31% quarter-over-quarter.
  • 61 funds opened new Takeda Pharmaceutical positions in Q4 2021 and 52 closed out, a net change of +9 holders.
  • The largest Takeda Pharmaceutical buyer in Q4 2021 was Citigroup, an estimated $69M added.
  • The largest Takeda Pharmaceutical seller in Q4 2021 was Glenview Capital Management, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2021.