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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
HI
201
Hudock Inc
Pennsylvania
$17K
GWS
202
Glassman Wealth Services
Virginia
$16K +$9.89K +705 +140%
GWM
203
Geneos Wealth Management
Colorado
$15K -$12.6K -895 -44%
AWM
204
Accel Wealth Management
Iowa
$15K
CFA
205
Carroll Financial Associates
North Carolina
$15K +$11K +784 +244%
WWM
206
Wolff Wiese Magana
California
$14K -$5.37K -383 -28%
PCG
207
Private Capital Group
Connecticut
$14K -$5.18K -369 -26%
HPC
208
HM Payson & Co
Maine
$14K
JEST
209
JTC Employer Solutions Trustee
Jersey
$13K
EW
210
Emerson Wealth
Michigan
$13K +$13.4K +952 New
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$12K -$69.5K -4,958 -85%
APA
212
American Portfolios Advisors
New York
$11.2K -$17.1K -1,219 -60%
FCA
213
FinTrust Capital Advisors
South Carolina
$11K -$1.68K -120 -13%
TFO
214
Tarbox Family Office
California
$11K
RE
215
RBC Europe
United Kingdom
$11K +$3.94K +281 +56%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$10K -$12.3K -878 -55%
OC
217
Oakworth Capital
Alabama
$10K
CA
218
CoreCap Advisors
Michigan
$10K +$10.2K +727 New
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$9.21K -$2.82K -201 -23%
SPIA
220
Steward Partners Investment Advisory
New York
$9K -$1.4K -100 -13%
NFG
221
Next Financial Group
Texas
$9K -$912 -65 -9%
MCM
222
Manchester Capital Management
Vermont
$9K -$210 -15 -2%
WT
223
Whittier Trust
California
$9K
AIC
224
Archer Investment Corporation
Indiana
$8.91K +$4.17K +297 +100%
CMA
225
Cedar Mountain Advisors
Oregon
$8K

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.