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Takeda Pharmaceutical

347 hedge funds and large institutions have $2.57B invested in Takeda Pharmaceutical in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 93 increasing their positions, 118 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $114M | Put options by funds: $97.2M

2.23% less ownership

Funds ownership: 11.43%9.2% (-2.2%)

11% less funds holding

Funds holding: 390347 (-43)

21% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 118

30% less capital invested

Capital invested by funds: $3.64B → $2.57B (-$1.08B)

41% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 86

56% less funds holding in top 10

Funds holding in top 10: 167 (-9)

Holders
347
Holders Change
-43
Holders Change %
-11.03%
% of All Funds
7.54%
Holding in Top 10
7
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-56.25%
% of All Funds
0.15%
New
51
Increased
93
Reduced
118
Closed
86
Calls
$114M
Puts
$97.2M
Net Calls
+$16.4M
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
401
Bruderman Asset Management
New York
-$8K -393 Closed
ECM
402
Estabrook Capital Management
New York
-$7.88K -387 Closed
CYG
403
Clean Yield Group
Vermont
-$8K -372 Closed
WEC
404
Winslow Evans & Crocker
Massachusetts
-$8K -364 Closed
PFPT
405
Pinnacle Financial Partners (Tennessee)
Tennessee
-$7K -357 Closed
SMFS
406
Squar Milner Financial Services
California
-$7K -357 Closed
CTC
407
Central Trust Company
Missouri
-$6.41K -352 -93%
MNBTD
408
Moody National Bank Trust Division
Texas
-$7K -327 Closed
LFA
409
Legacy Financial Advisors
Kentucky
-$6K -300 Closed
Lazard Asset Management
410
Lazard Asset Management
New York
-$5K -270 Closed
FHA
411
First Horizon Advisors
Tennessee
-$4K -212 Closed
GAM
412
Gemmer Asset Management
California
-$4K -193 Closed
AOWM
413
Alpha Omega Wealth Management
Virginia
-$4K -176 Closed
BBHC
414
Brown Brothers Harriman & Co
New York
-$3K -129 Closed
BC
415
Bartlett & Co
Ohio
-$2K -116 Closed
BCWM
416
Bartlett & Co Wealth Management
Ohio
-$2.36K -116 Closed
CB
417
Community Bank
New York
-$2K -110 Closed
TL
418
TrueWealth LLC
Georgia
-$2K -84 Closed
FWM
419
Focused Wealth Management
New York
-$1K -60 Closed
TWA
420
TCI Wealth Advisors
Arizona
-$1K -60 Closed
MFW
421
Mosaic Family Wealth
Missouri
-$1K -55 Closed
BWM
422
BerganKDV Wealth Management
Minnesota
-$1K -50 Closed
Nordea Investment Management
423
Nordea Investment Management
Sweden
-$1K -50 Closed
JIP
424
JBJ Investment Partners
South Carolina
-$1K -35 Closed
FGAM
425
Financial Gravity Asset Management
Texas
+$127 +7 New

TAK Hedge Fund Activity: Q2 2019 in Review

347 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q2 2019, worth a combined $2.57B — down 30% from $3.64B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of TAK and 51 opened new positions — a net loss of 35 holders — while 118 trimmed existing stakes and 93 added.

The largest buyer was LMR Partners, adding an estimated $57.7M. The largest seller was Sachem Head Capital Management, exiting entirely with an estimated $121M sold.

  • 347 institutional investors held Takeda Pharmaceutical (TAK) as of Q2 2019, down from 390 in Q1 2019.
  • Funds reported $2.57B of Takeda Pharmaceutical stock for Q2 2019, down 30% quarter-over-quarter.
  • 51 funds opened new Takeda Pharmaceutical positions in Q2 2019 and 86 closed out, a net change of -35 holders.
  • The largest Takeda Pharmaceutical buyer in Q2 2019 was LMR Partners, an estimated $57.7M added.
  • The largest Takeda Pharmaceutical seller in Q2 2019 was Sachem Head Capital Management, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2019.