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
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$3.61M -$4.92M -280,588 -59%
Comerica Bank
52
Comerica Bank
Texas
$3.37M +$119K +6,759 +4%
EGA
53
Eagle Global Advisors
Texas
$2.92M -$186K -10,616 -6%
Stifel Financial
54
Stifel Financial
Missouri
$2.86M -$758K -43,185 -22%
Barclays
55
Barclays
United Kingdom
$2.78M -$2.63M -149,627 -49%
AIA
56
Avalon Investment & Advisory
Texas
$2.73M +$22K +1,254 +0.8%
Pacer Advisors
57
Pacer Advisors
Pennsylvania
$2.54M +$1.89M +107,435 +337%
Legal & General Group
58
Legal & General Group
United Kingdom
$2.53M
LK
59
Lumbard & Kellner
New Hampshire
$2.4M -$18.5K -1,052 -0.8%
EIP
60
Epoch Investment Partners
New York
$1.99M +$143K +8,147 +8%
UBS Group
61
UBS Group
Switzerland
$1.83M +$300K +17,079 +20%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.77M +$1.23M +70,039 +259%
Osaic Holdings
63
Osaic Holdings
Arizona
$1.7M +$234K +13,314 +17%
MCP
64
Maso Capital Partners
Hong Kong
$1.66M -$1.48M -84,432 -48%
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$1.65M +$440K +25,085 +38%
CCA
66
Catalyst Capital Advisors
New York
$1.61M +$181K +10,300 +13%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$1.59M -$49.8K -2,839 -3%
KM
68
Kalos Management
Georgia
$1.56M -$84.1K -4,795 -5%
Marshall Wace
69
Marshall Wace
United Kingdom
$1.55M -$402K -22,940 -21%
Truist Financial
70
Truist Financial
North Carolina
$1.53M -$238K -13,541 -14%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$1.5M -$64.3K -3,667 -4%
Kovitz Investment Group Partners
72
Kovitz Investment Group Partners
Illinois
$1.42M -$172K -9,784 -11%
AC
73
Athos Capital
Hong Kong
$1.4M +$298K +17,000 +28%
FCH
74
Freestone Capital Holdings
Washington
$1.35M -$1.34M -76,407 -51%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$1.31M +$339K +19,315 +37%

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.