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Takeda Pharmaceutical

276 hedge funds and large institutions have $772M invested in Takeda Pharmaceutical in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 67 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $7.22M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 67

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0.47% more ownership

Funds ownership: 3.6%4.07% (+0.47%)

3% less capital invested

Capital invested by funds: $799M → $772M (-$26.7M)

2% less funds holding

Funds holding: 282276 (-6)

Holders
276
Holders Change
-6
Holders Change %
-2.13%
% of All Funds
4.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
95
Reduced
67
Closed
33
Calls
$26.5M
Puts
$7.22M
Net Calls
+$19.3M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
Community Bank
New York
$5K +$5.44K +391 New
CWM
227
Castle Wealth Management
Florida
$4K
CA
228
Crewe Advisors
Utah
$4K
FHA
229
First Horizon Advisors
Tennessee
$4K
HPC
230
HM Payson & Co
Maine
$4K
SWM
231
Selective Wealth Management
Virginia
$4K
NFSG
232
Newbridge Financial Services Group
Florida
$4K +$28 +2 +0.6%
CFGS
233
Concourse Financial Group Securities
Alabama
$4K +$3.91K +281 New
AIM
234
Axiom Investment Management
New York
$4K +$4.02K +289 New
SPWG
235
Sage Private Wealth Group
Illinois
$4K +$4.25K +306 New
AIC
236
Archer Investment Corporation
Indiana
$3.85K
ZB
237
Zions Bancorporation
Utah
$3K -$654 -47 -18%
CMP
238
Coston McIsaac & Partners
Maine
$3K
IAS
239
IMA Advisory Services
Colorado
$3K
RAM
240
Riggs Asset Management
Pennsylvania
$3K
TF
241
TimeScale Financial
Massachusetts
$3K
CFFP
242
Center for Financial Planning
Michigan
$3K +$3.56K +256 New
PP
243
PFS Partners
New Jersey
$2.94K
SWM
244
Spire Wealth Management
Virginia
$2K -$3.24K -233 -64%
CB
245
CNB Bank
Pennsylvania
$2K
PMFA
246
Plante Moran Financial Advisors
Michigan
$2K
ACK
247
Andrew C. Karlinski
$2K +$28 +2 +2%
BIA
248
Bell Investment Advisors
California
$2K +$501 +36 +32%
UOTTAIMCU
249
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2K +$1.91K +137 New
SWA
250
Sutton Wealth Advisors
Florida
$1.88K

TAK Hedge Fund Activity: Q3 2022 in Review

276 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q3 2022, worth a combined $772M — down 3.3% from $799M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TAK positions and 33 closed out — a net gain of 3 holders — while 95 added to existing stakes and 67 trimmed.

The largest buyer was Clal Insurance, adding an estimated $36.2M. The largest seller was Vanguard Group, cutting an estimated $7.46M.

  • 276 institutional investors held Takeda Pharmaceutical (TAK) as of Q3 2022, down from 282 in Q2 2022.
  • Funds reported $772M of Takeda Pharmaceutical stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 36 funds opened new Takeda Pharmaceutical positions in Q3 2022 and 33 closed out, a net change of +3 holders.
  • The largest Takeda Pharmaceutical buyer in Q3 2022 was Clal Insurance, an estimated $36.2M added.
  • The largest Takeda Pharmaceutical seller in Q3 2022 was Vanguard Group, an estimated $7.46M sold.

Based on aggregated 13F filings for Q3 2022.