We are live on ! Find out more
TAK icon

Takeda Pharmaceutical

339 hedge funds and large institutions have $2.53B invested in Takeda Pharmaceutical in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 317339 (+22)

3% more capital invested

Capital invested by funds: $2.45B → $2.53B (+$74.7M)

3% more call options, than puts

Call options by funds: $95.2M | Put options by funds: $92.8M

0.81% less ownership

Funds ownership: 9.06%8.24% (-0.81%)

17% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 104

Holders
339
Holders Change
+22
Holders Change %
+6.94%
% of All Funds
6.68%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
86
Reduced
104
Closed
38
Calls
$95.2M
Puts
$92.8M
Net Calls
+$2.39M
Net Calls Change
+$5.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$102K
LC
202
Lindbrook Capital
California
$99K -$14.9K -777 -13%
TJHA
203
Thomas J. Herzfeld Advisors
Florida
$84K
TAIM
204
TD Ameritrade Investment Management
Nebraska
$82K +$5.34K +279 +7%
WT
205
Whittier Trust
California
$81K +$29.7K +1,554 +61%
FP
206
Financial Perspectives
Minnesota
$75.1K +$72.8K +3,805 New
TPWA
207
TRUE Private Wealth Advisors
Oregon
$73K +$71.3K +3,729 New
EAM
208
Erste Asset Management
Austria
$72.5K
CAW
209
Cornerstone Advisors (Washington)
Washington
$69K +$12.1K +634 +22%
GRP
210
Global Retirement Partners
California
$67K -$5.05K -264 -7%
VFA
211
Valeo Financial Advisors
Indiana
$58K
ST
212
Smithfield Trust
Pennsylvania
$57K -$9.62K -503 -15%
ASN
213
Advisory Services Network
Georgia
$57K +$15.9K +831 +40%
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51K -$1.24K -65 -2%
EWA
215
Evolution Wealth Advisors
Florida
$49K +$43.4K +2,267 +949%
IA
216
IFP Advisors
Florida
$47K -$9.81K -513 -18%
CCM
217
Covington Capital Management
California
$46K -$2.77K -145 -6%
MRCM
218
M&R Capital Management
New Jersey
$45K
AAP
219
Arax Advisory Partners
Colorado
$43K
PA
220
Parallel Advisors
California
$39K +$8.69K +454 +30%
SCA
221
Stonebridge Capital Advisors
Minnesota
$38K +$36.9K +1,927 New
KPW
222
Kore Private Wealth
New York
$37K +$35.6K +1,863 New
PCG
223
Private Capital Group
Connecticut
$36K -$1.22K -64 -3%
RE
224
RBC Europe
United Kingdom
$35.1K +$7.06K +369 +26%
LP
225
LMR Partners
United Kingdom
$34.2K -$15.7M -820,482 -32%

TAK Hedge Fund Activity: Q4 2019 in Review

339 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q4 2019, worth a combined $2.53B — up 3% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new TAK positions and 38 closed out — a net gain of 27 holders — while 86 added to existing stakes and 104 trimmed.

The largest buyer was Glenview Capital Management, adding an estimated $60.1M. The largest seller was Baupost Group, exiting entirely with an estimated $162M sold.

  • 339 institutional investors held Takeda Pharmaceutical (TAK) as of Q4 2019, up from 317 in Q3 2019.
  • Funds reported $2.53B of Takeda Pharmaceutical stock for Q4 2019, up 3% quarter-over-quarter.
  • 65 funds opened new Takeda Pharmaceutical positions in Q4 2019 and 38 closed out, a net change of +27 holders.
  • The largest Takeda Pharmaceutical buyer in Q4 2019 was Glenview Capital Management, an estimated $60.1M added.
  • The largest Takeda Pharmaceutical seller in Q4 2019 was Baupost Group, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2019.