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Takeda Pharmaceutical

313 hedge funds and large institutions have $1.76B invested in Takeda Pharmaceutical in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 101 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

0.89% less ownership

Funds ownership: 8.24%7.35% (-0.89%)

8% less funds holding

Funds holding: 339313 (-26)

14% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 101

16% less call options, than puts

Call options by funds: $46.4M | Put options by funds: $54.9M

30% less capital invested

Capital invested by funds: $2.53B → $1.76B (-$770M)

36% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 59

Holders
313
Holders Change
-26
Holders Change %
-7.67%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
38
Increased
87
Reduced
101
Closed
59
Calls
$46.4M
Puts
$54.9M
Net Calls
-$8.56M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Voloridge Investment Management
76
Voloridge Investment Management
Florida
$1.18M -$5.26M -290,044 -79%
CS
77
Credit Suisse
Switzerland
$1.15M -$1.83M -101,223 -57%
AAIM
78
American Assets Investment Management
California
$1.15M
UBS Group
79
UBS Group
Switzerland
$1.09M +$12.3K +676 +0.9%
OWD
80
Osborn Williams & Donohoe
Ohio
$1.08M
MIS
81
Morningstar Investment Services
Illinois
$1.04M -$593K -32,715 -33%
CP
82
Covenant Partners
Tennessee
$1.04M -$53.6K -2,957 -4%
Osaic Holdings
83
Osaic Holdings
Arizona
$1.02M +$1.21M +66,817 New
GI
84
GAMCO Investors
Connecticut
$964K +$3.26K +180 +0.3%
CL
85
CSS LLC
Illinois
$851K -$1.17M -64,326 -53%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$849K +$363K +20,004 +56%
NEAM
87
New England Asset Management
Connecticut
$835K +$25.4K +1,400 +3%
EVM
88
Eaton Vance Management
Massachusetts
$811K +$1.61K +89 +0.2%
EAM
89
Exane Asset Management
France
$806K
QCG
90
Quadrant Capital Group
Ohio
$779K -$15.3K -842 -2%
Creative Planning
91
Creative Planning
Kansas
$740K -$3.26K -180 -0.4%
State Street
92
State Street
Massachusetts
$737K -$934K -51,529 -52%
TFGT
93
TS Financial Group (TSFG)
Illinois
$737K +$2.81K +155 +0.3%
Ameriprise
94
Ameriprise
Minnesota
$688K -$7.79K -430 -0.9%
CA
95
Centerpoint Advisors
Massachusetts
$679K
LCM
96
Laurion Capital Management
New York
$667K +$796K +43,908 New
BIM
97
Baldwin Investment Management
Pennsylvania
$590K -$28.1K -1,550 -4%
SC
98
Searle & Co
Connecticut
$560K
Capital Research Global Investors
99
Capital Research Global Investors
California
$557K +$192K +10,615 +42%
OCM
100
Ovata Capital Management
Hong Kong
$545K -$15.3M -844,007 -96%

TAK Hedge Fund Activity: Q1 2020 in Review

313 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q1 2020, worth a combined $1.76B — down 30% from $2.53B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of TAK and 38 opened new positions — a net loss of 21 holders — while 101 trimmed existing stakes and 87 added.

The largest buyer was Renaissance Technologies, adding an estimated $31.8M. The largest seller was Glenview Capital Management, cutting an estimated $193M.

  • 313 institutional investors held Takeda Pharmaceutical (TAK) as of Q1 2020, down from 339 in Q4 2019.
  • Funds reported $1.76B of Takeda Pharmaceutical stock for Q1 2020, down 30% quarter-over-quarter.
  • 38 funds opened new Takeda Pharmaceutical positions in Q1 2020 and 59 closed out, a net change of -21 holders.
  • The largest Takeda Pharmaceutical buyer in Q1 2020 was Renaissance Technologies, an estimated $31.8M added.
  • The largest Takeda Pharmaceutical seller in Q1 2020 was Glenview Capital Management, an estimated $193M sold.

Based on aggregated 13F filings for Q1 2020.