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Takeda Pharmaceutical

300 hedge funds and large institutions have $1.38B invested in Takeda Pharmaceutical in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $37.8M | Put options by funds: $6.12M

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

63% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 67

30% more capital invested

Capital invested by funds: $1.06B → $1.38B (+$319M)

7% more funds holding

Funds holding: 281300 (+19)

1.2% more ownership

Funds ownership: 4.3%5.5% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
109
Reduced
67
Closed
22
Calls
$37.8M
Puts
$6.12M
Net Calls
+$31.7M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
226
Zions Bancorporation
Utah
$11.5K +$127 +8 +1%
CSPIA
227
Cary Street Partners Investment Advisory
Virginia
$11.3K -$64 -4 -0.6%
HWA
228
HHM Wealth Advisors
Tennessee
$11.1K +$3.47K +218 +48%
FCA
229
FinTrust Capital Advisors
South Carolina
$9.91K
CB
230
Community Bank
New York
$9.78K
CMA
231
Cedar Mountain Advisors
Oregon
$9.44K
SPIA
232
Steward Partners Investment Advisory
New York
$9.38K -$1.99K -125 -18%
MCM
233
Manchester Capital Management
Vermont
$9.31K
PSB
234
Piscataqua Savings Bank
New Hampshire
$8.53K -$1.11K -70 -12%
FRA
235
Front Row Advisors
California
$8K +$2.31K +145 +46%
GI
236
Gradient Investments
Minnesota
$7.88K
PTC
237
Private Trust Company
Ohio
$7.43K -$366 -23 -5%
JWM
238
Janiczek Wealth Management
Colorado
$7.43K +$2.96K +186 +73%
HI
239
Harbour Investments
Wisconsin
$7.05K -$1.11K -70 -14%
CCA
240
Column Capital Advisors
Indiana
$6.79K +$4.86K +305 +285%
M
241
MOTCO
Texas
$6.61K
SC
242
Schubert & Co
Texas
$6.41K -$478 -30 -7%
BIA
243
Bell Investment Advisors
California
$6.39K +$1.67K +105 +37%
TH
244
TCTC Holdings
Texas
$6.21K +$80 +5 +1%
IA
245
IFP Advisors
Florida
$6.19K -$50.4K -3,163 -91%
NA
246
NewEdge Advisors
Louisiana
$5.93K -$81.1K -5,092 -93%
CTA
247
Colonial Trust Advisors
South Carolina
$5.82K
NFSG
248
Newbridge Financial Services Group
Florida
$5.47K
AIC
249
Archer Investment Corporation
Indiana
$4.89K
CA
250
Crewe Advisors
Utah
$4.88K

TAK Hedge Fund Activity: Q1 2023 in Review

300 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q1 2023, worth a combined $1.38B — up 30% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new TAK positions and 22 closed out — a net gain of 25 holders — while 109 added to existing stakes and 67 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $174M. The largest seller was Arrowstreet Capital, cutting an estimated $45.3M.

  • 300 institutional investors held Takeda Pharmaceutical (TAK) as of Q1 2023, up from 281 in Q4 2022.
  • Funds reported $1.38B of Takeda Pharmaceutical stock for Q1 2023, up 30% quarter-over-quarter.
  • 47 funds opened new Takeda Pharmaceutical positions in Q1 2023 and 22 closed out, a net change of +25 holders.
  • The largest Takeda Pharmaceutical buyer in Q1 2023 was Capital Research Global Investors, an estimated $174M added.
  • The largest Takeda Pharmaceutical seller in Q1 2023 was Arrowstreet Capital, an estimated $45.3M sold.

Based on aggregated 13F filings for Q1 2023.