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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
GWM
201
Geneos Wealth Management
Colorado
$38K -$42.7K -2,433 -54%
PWM
202
Perigon Wealth Management
California
$38K +$36.6K +2,085 New
IA
203
IFP Advisors
Florida
$36K -$9.35K -533 -22%
ARMC
204
American Research & Management Company
Massachusetts
$36K
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$35K -$12.5K -712 -27%
FPS
206
Fieldpoint Private Securities
Connecticut
$32K +$30.7K +1,749 New
MRCM
207
M&R Capital Management
New Jersey
$27K -$8.82K -503 -25%
TH
208
TCTC Holdings
Texas
$25K
ZB
209
Zions Bancorporation
Utah
$24K -$16.9K -964 -42%
CWM
210
Cranbrook Wealth Management
Michigan
$24K
HI
211
Hudock Inc
Pennsylvania
$23K
FRA
212
Front Row Advisors
California
$22K
RE
213
RBC Europe
United Kingdom
$21.6K
BBHC
214
Brown Brothers Harriman & Co
New York
$21K
SPIA
215
Steward Partners Investment Advisory
New York
$20K -$11.2K -640 -37%
EWA
216
Evolution Wealth Advisors
Florida
$19K -$5.68K -324 -23%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$19K
HPC
218
HM Payson & Co
Maine
$19K
FCA
219
FinTrust Capital Advisors
South Carolina
$19K +$3.39K +193 +23%
CWP
220
Concord Wealth Partners
Virginia
$19K +$18.6K +1,059 New
AWM
221
Accel Wealth Management
Iowa
$19K +$18.7K +1,067 New
APA
222
American Portfolios Advisors
New York
$18.5K -$46.9K -2,675 -72%
BCA
223
Berman Capital Advisors
Georgia
$18K -$2.26K -129 -11%
CG
224
Cutler Group
California
$18K
CFGS
225
Concourse Financial Group Securities
Alabama
$18K +$17.5K +1,000 New

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.