Question 1

Which hedge funds and institutional investors hold TAK?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for TAK shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for TAK whale holdings?

Accepted Answer

Conviction level reflects how significant TAK is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to TAK, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for TAK?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about TAK?

Accepted Answer

QoQ changes for TAK show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Capital Research	19.1M	$353.8M	0.1%	$644.6B
Adage Capital	6.4M	$119.0M	0.2%	$64.8B
Brandes	4.4M	$82.0M	0.6%	$14.1B
Arrowstreet	3.1M	$57.7M	0.0%	$184.8B
Renaissance Tech	3.0M	$55.4M	0.1%	$63.9B
DE Shaw	2.6M	$48.2M	0.0%	$166.3B
Citadel	1.5M	$28.0M	0.0%	$618.5B
AQR Capital	876.3K	$16.2M	0.0%	$218.4B
American Century	515.4K	$9.5M	0.0%	$194.3B
Two Sigma	311.7K	$5.8M	0.0%	$123.9B
Citadel	311.7K	$5.8M	0.0%	$618.5B
Balyasny	140.6K	$2.6M	0.0%	$77.1B
Citadel	32.8K	$607K	0.0%	$618.5B
Pzena	28.4K	$525K	0.0%	$30.8B
Franklin Templeton	23.4K	$434K	0.0%	$408.3B
Invesco	18.5K	$342K	0.0%	$653.3B
Neuberger Berman (Eisman)	4.0K	$74K	0.0%	$131.4B
BlackRock	1.2K	$22K	—	$5723.5B
Northern Trust	958	$18K	—	$756.6B
DFA	200	$4K	—	$481.4B
Fidelity (FMR)	53	$982	—	$1898.4B
Acadian	7.7K	$142	0.0%	$70.5M

TAK

Who Holds TAK

Changes This Quarter