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Takeda Pharmaceutical

312 hedge funds and large institutions have $1.24B invested in Takeda Pharmaceutical in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $4.14M

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

22% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 92

1% more funds holding

Funds holding: 310312 (+2)

0.23% less ownership

Funds ownership: 5.31%5.08% (-0.23%)

6% less capital invested

Capital invested by funds: $1.32B → $1.24B (-$76.5M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
312
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
4.95%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
39
Increased
112
Reduced
92
Closed
30
Calls
$44.1M
Puts
$4.14M
Net Calls
+$40M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$29.9K -$8.24K -532 -22%
CB
227
Centennial Bank
Arkansas
$29.1K
HI
228
Harbour Investments
Wisconsin
$24.8K -$511 -33 -2%
Barclays
229
Barclays
United Kingdom
$24.4K -$778K -50,256 -97%
AAP
230
Arax Advisory Partners
Colorado
$23.7K -$495 -32 -2%
UB
231
UMB Bank
Missouri
$23.6K -$18.6K -1,200 -44%
FP
232
Financial Perspectives
Minnesota
$22.2K
EWA
233
EverSource Wealth Advisors
Alabama
$22.1K +$2.58K +167 +13%
CWM
234
Cranbrook Wealth Management
Michigan
$20.3K
SIA
235
SkyView Investment Advisors
New Jersey
$20K +$19.6K +1,263 New
MA
236
Montag & Associates
Georgia
$17.8K
GI
237
Gradient Investments
Minnesota
$15.1K +$7.74K +500 +105%
JEST
238
JTC Employer Solutions Trustee
Jersey
$15K
JWA
239
JFS Wealth Advisors
Pennsylvania
$14.9K
WWP
240
WR Wealth Planners
Missouri
$14.7K +$805 +52 +6%
N
241
Nuveen
North Carolina
$14.4K +$14.4K +932 New
FFA
242
Farther Finance Advisors
California
$12.4K +$11.3K +733 +1,078%
BNP Paribas Financial Markets
243
BNP Paribas Financial Markets
France
$12.3K -$30.7K -1,986 -71%
SPIA
244
Steward Partners Investment Advisory
New York
$12.3K +$1.16K +75 +10%
HPC
245
HM Payson & Co
Maine
$12.2K +$7.79K +503 +176%
SFCL
246
Strengthening Families & Communities LLC
Massachusetts
$12K
CSPIA
247
Cary Street Partners Investment Advisory
Virginia
$10.6K
HWA
248
HHM Wealth Advisors
Tennessee
$10.4K
MCM
249
Manchester Capital Management
Vermont
$10.3K -$820 -53 -7%
FCA
250
FinTrust Capital Advisors
South Carolina
$8.06K -$1.76K -114 -18%

TAK Hedge Fund Activity: Q3 2023 in Review

312 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q3 2023, worth a combined $1.24B — down 5.8% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new TAK positions and 30 closed out — a net gain of 9 holders — while 112 added to existing stakes and 92 trimmed.

The largest buyer was Bank of America, adding an estimated $21M. The largest seller was Clal Insurance, cutting an estimated $42.3M.

  • 312 institutional investors held Takeda Pharmaceutical (TAK) as of Q3 2023, up from 310 in Q2 2023.
  • Funds reported $1.24B of Takeda Pharmaceutical stock for Q3 2023, down 5.8% quarter-over-quarter.
  • 39 funds opened new Takeda Pharmaceutical positions in Q3 2023 and 30 closed out, a net change of +9 holders.
  • The largest Takeda Pharmaceutical buyer in Q3 2023 was Bank of America, an estimated $21M added.
  • The largest Takeda Pharmaceutical seller in Q3 2023 was Clal Insurance, an estimated $42.3M sold.

Based on aggregated 13F filings for Q3 2023.