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Takeda Pharmaceutical

309 hedge funds and large institutions have $1.98B invested in Takeda Pharmaceutical in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $1.76B → $1.98B (+$221M)

0.27% less ownership

Funds ownership: 7.35%7.08% (-0.27%)

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

1% less funds holding

Funds holding: 313309 (-4)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

13% less call options, than puts

Call options by funds: $57.8M | Put options by funds: $66.4M

24% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 100

Holders
309
Holders Change
-4
Holders Change %
-1.28%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
39
Increased
76
Reduced
100
Closed
41
Calls
$57.8M
Puts
$66.4M
Net Calls
-$8.63M
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
201
M&R Capital Management
New Jersey
$36K
SPIA
202
Steward Partners Investment Advisory
New York
$36K +$8.98K +500 +33%
IA
203
IFP Advisors
Florida
$32K -$4.78K -266 -13%
EWA
204
Evolution Wealth Advisors
Florida
$29K -$1.13K -63 -4%
CIM
205
Contravisory Investment Management
Massachusetts
$28K -$1.54K -86 -6%
PFGIA
206
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$7.97K +444 +42%
FRA
207
Front Row Advisors
California
$26K
CWM
208
Cranbrook Wealth Management
Michigan
$24K
EWM
209
Edge Wealth Management
New York
$24K
TH
210
TCTC Holdings
Texas
$24K +$24.2K +1,348 New
HI
211
Hudock Inc
Pennsylvania
$23K
RE
212
RBC Europe
United Kingdom
$21.2K +$3.39K +189 +19%
NIMC
213
NWQ Investment Management Company
California
$20.5K -$3.24M -180,745 -14%
BBHC
214
Brown Brothers Harriman & Co
New York
$20K -$1.96K -109 -9%
Schroder Investment Management Group
215
Schroder Investment Management Group
United Kingdom
$20K
WT
216
Whittier Trust
California
$19K -$55.3K -3,078 -74%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$19K
HPC
218
HM Payson & Co
Maine
$19K
IRC
219
Investors Research Corp
Georgia
$19K
LWCFA
220
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K +$2.93K +163 +18%
SIAS
221
Shine Investment Advisory Services
Colorado
$18K
APA
222
American Portfolios Advisors
New York
$17.9K +$3.07K +171 +21%
CG
223
Cutler Group
California
$17K
PB
224
Pinnacle Bancorp
Nebraska
$17K
EFSCE
225
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$9.19K +512 +125%

TAK Hedge Fund Activity: Q2 2020 in Review

309 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q2 2020, worth a combined $1.98B — up 13% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of TAK and 39 opened new positions — a net loss of 2 holders — while 100 trimmed existing stakes and 76 added.

The largest buyer was Renaissance Technologies, adding an estimated $33.1M. The largest seller was Glenview Capital Management, cutting an estimated $67.5M.

  • 309 institutional investors held Takeda Pharmaceutical (TAK) as of Q2 2020, down from 313 in Q1 2020.
  • Funds reported $1.98B of Takeda Pharmaceutical stock for Q2 2020, up 13% quarter-over-quarter.
  • 39 funds opened new Takeda Pharmaceutical positions in Q2 2020 and 41 closed out, a net change of -2 holders.
  • The largest Takeda Pharmaceutical buyer in Q2 2020 was Renaissance Technologies, an estimated $33.1M added.
  • The largest Takeda Pharmaceutical seller in Q2 2020 was Glenview Capital Management, an estimated $67.5M sold.

Based on aggregated 13F filings for Q2 2020.