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Takeda Pharmaceutical

298 hedge funds and large institutions have $1.04B invested in Takeda Pharmaceutical in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 65 increasing their positions, 105 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more call options, than puts

Call options by funds: $60.1M | Put options by funds: $11.9M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 52

2% more funds holding

Funds holding: 292298 (+6)

1% less ownership

Funds ownership: 5.81%4.81% (-1%)

31% less capital invested

Capital invested by funds: $1.51B → $1.04B (-$465M)

38% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 105

Holders
298
Holders Change
+6
Holders Change %
+2.05%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
61
Increased
65
Reduced
105
Closed
52
Calls
$60.1M
Puts
$11.9M
Net Calls
+$48.3M
Net Calls Change
+$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
176
UMB Bank
Missouri
$65K +$66.6K +4,750 New
QT
177
Quantbot Technologies
New York
$61K +$63.3K +4,516 New
TJHA
178
Thomas J. Herzfeld Advisors
Florida
$55K
Bessemer Group
179
Bessemer Group
New Jersey
$54K +$3.18K +227 +6%
WTC
180
WhitTier Trust Company
Nevada
$53K +$21.9K +1,564 +68%
EAM
181
Erste Asset Management
Austria
$49.9K
MIFH
182
Migdal Insurance & Financial Holdings
Israel
$42K -$61.4K -4,378 -58%
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40K
HNB
184
Huntington National Bank
Ohio
$39K +$14 +1 +0%
MHR
185
Matthew Hamilton Rosenberg
$37K -$72.6K -5,179 -66%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$33K -$11.4K -813 -24%
CCM
187
Covington Capital Management
California
$32K
Deutsche Bank
188
Deutsche Bank
Germany
$32K
MWA
189
Moser Wealth Advisors
Washington
$31K
ST
190
Smithfield Trust
Pennsylvania
$30K
TAIM
191
TD Ameritrade Investment Management
Nebraska
$28K -$9.73K -694 -25%
ARMC
192
American Research & Management Company
Massachusetts
$27K
SCA
193
Snowden Capital Advisors
New York
$27K +$27.8K +1,984 New
PB
194
Pinnacle Bancorp
Nebraska
$26K -$11K -785 -29%
FPS
195
Fieldpoint Private Securities
Connecticut
$23K +$18.4K +1,310 +347%
PCMC
196
Paragon Capital Management (Colorado)
Colorado
$22K +$23K +1,640 New
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$20K +$20.2K +1,443 New
FP
198
Financial Perspectives
Minnesota
$19.6K
CWP
199
Concord Wealth Partners
Virginia
$19K +$10.3K +736 +109%
CWM
200
Cranbrook Wealth Management
Michigan
$18K

TAK Hedge Fund Activity: Q4 2021 in Review

298 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q4 2021, worth a combined $1.04B — down 31% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new TAK positions and 52 closed out — a net gain of 9 holders — while 65 added to existing stakes and 105 trimmed.

The largest buyer was Citigroup, adding an estimated $69M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $133M sold.

  • 298 institutional investors held Takeda Pharmaceutical (TAK) as of Q4 2021, up from 292 in Q3 2021.
  • Funds reported $1.04B of Takeda Pharmaceutical stock for Q4 2021, down 31% quarter-over-quarter.
  • 61 funds opened new Takeda Pharmaceutical positions in Q4 2021 and 52 closed out, a net change of +9 holders.
  • The largest Takeda Pharmaceutical buyer in Q4 2021 was Citigroup, an estimated $69M added.
  • The largest Takeda Pharmaceutical seller in Q4 2021 was Glenview Capital Management, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2021.