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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
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$111K +$33.7K +1,918 +46%
CBT
177
CoreFirst Bank & Trust
Kansas
$94K +$90.8K +5,173 New
PCG
178
Private Capital Group
Connecticut
$93K +$37.8K +2,155 +73%
Skandinaviska Enskilda Banken (SEB)
179
Skandinaviska Enskilda Banken (SEB)
Sweden
$92K -$37.1K -2,114 -30%
ASN
180
Advisory Services Network
Georgia
$83K +$8.25K +470 +12%
GRP
181
Global Retirement Partners
California
$79K +$7.91K +451 +12%
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$77K +$48K +2,733 +181%
TJHA
183
Thomas J. Herzfeld Advisors
Florida
$73K
FWM
184
Focused Wealth Management
New York
$71K +$68.2K +3,885 New
FP
185
Financial Perspectives
Minnesota
$69.3K
PA
186
Parallel Advisors
California
$69K -$10.5K -597 -14%
LSA
187
Leonteq Securities AG
Switzerland
$68.8K +$66.3K +3,780 New
EAM
188
Erste Asset Management
Austria
$66.8K
TAIM
189
TD Ameritrade Investment Management
Nebraska
$59K +$8.53K +486 +18%
Deutsche Bank
190
Deutsche Bank
Germany
$54K -$31.4K -1,789 -38%
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.4K +$10.5K +600 +26%
MWA
192
Moser Wealth Advisors
Washington
$48K
Simplex Trading
193
Simplex Trading
Illinois
$47K -$35.1K -2,000 -43%
HNB
194
Huntington National Bank
Ohio
$46K
Axa
195
Axa
France
$43K +$4.61K +263 +12%
VFA
196
Valeo Financial Advisors
Indiana
$42K -$10.9K -623 -21%
CCM
197
Covington Capital Management
California
$42K
AA
198
AlphaCentric Advisors
Puerto Rico
$40K
AAP
199
Arax Advisory Partners
Colorado
$40K
ST
200
Smithfield Trust
Pennsylvania
$40K

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.