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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
WT
176
Whittier Trust
California
$63K +$489 +27 +0.7%
FP
177
Financial Perspectives
Minnesota
$57.8K
EAM
178
Erste Asset Management
Austria
$55.8K
TAIM
179
TD Ameritrade Investment Management
Nebraska
$55K -$9.32K -514 -12%
EP
180
Eudaimonia Partners
Tennessee
$54K +$64.8K +3,577 New
GRP
181
Global Retirement Partners
California
$51K
CAW
182
Cornerstone Advisors (Washington)
Washington
$48K -$6.6K -364 -10%
VFA
183
Valeo Financial Advisors
Indiana
$48K +$562 +31 +1%
EI
184
Ellevest Inc
New York
$48K +$28.3K +1,561 +96%
PCG
185
Private Capital Group
Connecticut
$44K +$19.2K +1,062 +58%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$40K -$280K -15,454 -86%
PA
187
Parallel Advisors
California
$38K +$9.82K +542 +28%
KPW
188
Kore Private Wealth
New York
$37K +$10.6K +585 +31%
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.4K -$4.55K -251 -10%
CCM
190
Covington Capital Management
California
$35K
ST
191
Smithfield Trust
Pennsylvania
$34K -$12.1K -669 -23%
AAP
192
Arax Advisory Partners
Colorado
$33K
ASN
193
Advisory Services Network
Georgia
$30K -$16.3K -900 -31%
IA
194
IFP Advisors
Florida
$30K -$6.13K -338 -14%
MRCM
195
M&R Capital Management
New Jersey
$30K -$5.27K -291 -13%
ARMC
196
American Research & Management Company
Massachusetts
$30K +$35.2K +1,940 +3,233%
SCA
197
Stonebridge Capital Advisors
Minnesota
$28K -$1.89K -104 -5%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$28K +$22K +1,213 +191%
EWA
199
Evolution Wealth Advisors
Florida
$26K -$14.8K -815 -33%
FRA
200
Front Row Advisors
California
$26K +$2.43K +134 +10%

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.