We are live on ! Find out more
TAK icon

Takeda Pharmaceutical

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: 309311 (+2)

0% more funds holding in top 10

Funds holding in top 10: 77 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$3.58M -$75K -4,117 -2%
JP Morgan Chase
52
JP Morgan Chase
New York
$3.49M +$1.24M +68,358 +55%
CS
53
Credit Suisse
Switzerland
$3.15M -$5.86M -322,074 -65%
MCP
54
Maso Capital Partners
Hong Kong
$3.14M -$746K -40,967 -19%
EGA
55
Eagle Global Advisors
Texas
$3.05M -$27.5K -1,513 -0.9%
OMC
56
Old Mission Capital
Illinois
$3.03M +$1.45M +79,631 +88%
Comerica Bank
57
Comerica Bank
Texas
$2.98M -$24.7K -1,354 -0.8%
FCH
58
Freestone Capital Holdings
Washington
$2.69M -$510K -28,019 -16%
AIA
59
Avalon Investment & Advisory
Texas
$2.65M -$819K -45,006 -23%
JAM
60
JCIC Asset Management
Ontario, Canada
$2.62M +$2.67M +146,710 New
Legal & General Group
61
Legal & General Group
United Kingdom
$2.48M
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$2.26M +$926K +50,838 +67%
Citadel Advisors
63
Citadel Advisors
Florida
$2.18M +$280K +15,394 +14%
SGI
64
Summit Global Investments
Utah
$2.15M +$763K +41,886 +53%
LK
65
Lumbard & Kellner
New Hampshire
$2.12M +$267K +14,645 +12%
Marshall Wace
66
Marshall Wace
United Kingdom
$1.93M -$1.8M -98,724 -48%
AC
67
Asio Capital
Kentucky
$1.85M +$137K +7,535 +8%
EIP
68
Epoch Investment Partners
New York
$1.81M -$26K -1,427 -1%
Truist Financial
69
Truist Financial
North Carolina
$1.75M -$374K -20,528 -17%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$1.61M +$61.5K +3,375 +4%
KM
71
Kalos Management
Georgia
$1.59M -$219K -12,011 -11%
Kovitz Investment Group Partners
72
Kovitz Investment Group Partners
Illinois
$1.56M -$121K -6,627 -7%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$1.53M -$438K -24,044 -22%
Nomura Holdings
74
Nomura Holdings
Japan
$1.52M +$319K +17,500 +26%
UBS Group
75
UBS Group
Switzerland
$1.49M -$63.8K -3,502 -4%

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.