We are live on ! Find out more
TAK icon

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
LSAG
326
Lake Street Advisors Group
New Hampshire
-$185K -10,394 Closed
GT
327
Glenmede Trust
Pennsylvania
-$181K -10,169 Closed
BCV
328
Banque Cantonale Vaudoise
Switzerland
-$36K -2,014 Closed
CIM
329
Contravisory Investment Management
Massachusetts
-$26K -1,458 Closed
FFA
330
Founders Financial Alliance
North Carolina
-$17K -1,014 Closed
SBL
331
Sargent Bickham Lagudis
Colorado
-$13K -739 Closed
RWA
332
Ropes Wealth Advisors
Massachusetts
-$11K -594 Closed
FHA
333
Flagship Harbor Advisors
Massachusetts
-$9K -509 Closed
AA
334
Advisory Alpha
Michigan
-$8K -442 Closed
AWM
335
AllSquare Wealth Management
New York
-$7K -408 Closed
PCIA
336
Prime Capital Investment Advisors
Kansas
-$7K -377 Closed
Bessemer Group
337
Bessemer Group
New Jersey
-$7K -372 Closed
Fidelity International
338
Fidelity International
Bermuda
-$6K -311 Closed
TFS
339
TrustCore Financial Services
Tennessee
-$6K -311 Closed
WCG
340
Weaver Consulting Group
California
-$5K -300 Closed
CI
341
Cordant Inc
Oregon
-$4K -226 Closed
VRM
342
Vectors Research Management
New York
-$3K -161 Closed
BWM
343
Baystate Wealth Management
Massachusetts
-$3K -150 Closed
NNP
344
Nachman Norwood & Parrott
South Carolina
-$3K -150 Closed
AIM
345
Anchor Investment Management
South Carolina
-$2.59K -145 Closed
CA
346
Crewe Advisors
Utah
-$2K -136 Closed
CSPIA
347
Cary Street Partners Investment Advisory
Virginia
-$2K -115 Closed
BCM
348
Bourgeon Capital Management
Connecticut
-$2K -97 Closed
HWA
349
Heritage Wealth Advisors
Virginia
-$1.25K -70 Closed
MAM
350
Meeder Asset Management
Ohio
-$70 -4 -14%

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.