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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
SPIA
201
Steward Partners Investment Advisory
New York
$23K -$689 -38 -2%
CIM
202
Contravisory Investment Management
Massachusetts
$23K +$1.4K +77 +5%
PWMG
203
Prestige Wealth Management Group
New Jersey
$21K -$254 -14 -1%
CWM
204
Cranbrook Wealth Management
Michigan
$20K
EWM
205
Edge Wealth Management
New York
$20K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$19K
HI
207
Hudock Inc
Pennsylvania
$19K
BBHC
208
Brown Brothers Harriman & Co
New York
$19K +$22.6K +1,247 New
HWM
209
HighMark Wealth Management
Minnesota
$18K
SIS
210
Sound Income Strategies
Florida
$18K
ZB
211
Zions Bancorporation
Utah
$18K +$3.35K +185 +18%
Schroder Investment Management Group
212
Schroder Investment Management Group
United Kingdom
$17K
HPC
213
HM Payson & Co
Maine
$16K -$4.55K -251 -19%
IRC
214
Investors Research Corp
Georgia
$16K
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$11.1K +611 +135%
RE
216
RBC Europe
United Kingdom
$15.1K -$14.2K -781 -44%
CG
217
Cutler Group
California
$15K -$132K -7,302 -88%
SIAS
218
Shine Investment Advisory Services
Colorado
$15K -$652 -36 -3%
FCA
219
FinTrust Capital Advisors
South Carolina
$14K -$4.24K -234 -20%
PB
220
Pinnacle Bancorp
Nebraska
$14K -$3.99K -220 -19%
LWCFA
221
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K
APA
222
American Portfolios Advisors
New York
$12.6K -$1.27K -70 -8%
TFO
223
Tarbox Family Office
California
$12K
SBL
224
Sargent Bickham Lagudis
Colorado
$11K
ABC
225
Associated Banc-Corp
Wisconsin
$11K +$12.8K +706 New

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.