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Takeda Pharmaceutical

298 hedge funds and large institutions have $1.02B invested in Takeda Pharmaceutical in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 118 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,086% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $2.37M

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

40% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 84

5% more funds holding

Funds holding: 283298 (+15)

0.23% more ownership

Funds ownership: 4.56%4.79% (+0.23%)

11% less capital invested

Capital invested by funds: $1.15B → $1.02B (-$129M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
298
Holders Change
+15
Holders Change %
+5.3%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
118
Reduced
84
Closed
28
Calls
$28.2M
Puts
$2.37M
Net Calls
+$25.8M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$13.9K +$4.28K +302 +45%
JWA
227
JFS Wealth Advisors
Pennsylvania
$13.7K
SPIA
228
Steward Partners Investment Advisory
New York
$12.1K +$7.8K +550 +184%
SWM
229
Spire Wealth Management
Virginia
$11.8K +$9.74K +687 +484%
VWM
230
Venturi Wealth Management
Texas
$10.9K +$1.38K +97 +14%
SFCL
231
Strengthening Families & Communities LLC
Massachusetts
$10.9K +$213 +15 +2%
FHA
232
First Horizon Advisors
Tennessee
$9.74K +$3.05K +215 +46%
LJHT
233
Laurie J. Hall Trustee
$9K +$8.78K +619 New
CA
234
Continuum Advisory
Idaho
$8.89K -$2.98K -210 -24%
Credit Agricole
235
Credit Agricole
France
$8.16K
PSB
236
Piscataqua Savings Bank
New Hampshire
$7.37K
CPG
237
Cornerstone Planning Group
New Jersey
$7.23K +$865 +61 +13%
GKIM
238
GW&K Investment Management
Massachusetts
$7K -$567 -40 -7%
FCA
239
FinTrust Capital Advisors
South Carolina
$6.73K -$1.09K -77 -14%
NA
240
NewEdge Advisors
Louisiana
$5.75K -$170 -12 -3%
M
241
MOTCO
Texas
$5.7K
WWP
242
WR Wealth Planners
Missouri
$5.64K -$3.48K -245 -38%
TH
243
TCTC Holdings
Texas
$5.29K
ZB
244
Zions Bancorporation
Utah
$5.28K +$2.16K +152 +69%
CTA
245
Colonial Trust Advisors
South Carolina
$5K
Macquarie Group
246
Macquarie Group
Australia
$4.61K -$14.8M -1,045,547 -100%
AIC
247
Archer Investment Corporation
Indiana
$4.22K
CA
248
Clearstead Advisors
Ohio
$4.21K -$4.11K -290 -49%
FCM
249
Fourpath Capital Management
Oklahoma
$4.04K +$4.03K +284 New
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$3.92K -$709 -50 -15%

TAK Hedge Fund Activity: Q3 2024 in Review

298 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q3 2024, worth a combined $1.02B — down 11% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new TAK positions and 28 closed out — a net gain of 17 holders — while 118 added to existing stakes and 84 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $45.1M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $204M sold.

  • 298 institutional investors held Takeda Pharmaceutical (TAK) as of Q3 2024, up from 283 in Q2 2024.
  • Funds reported $1.02B of Takeda Pharmaceutical stock for Q3 2024, down 11% quarter-over-quarter.
  • 45 funds opened new Takeda Pharmaceutical positions in Q3 2024 and 28 closed out, a net change of +17 holders.
  • The largest Takeda Pharmaceutical buyer in Q3 2024 was First Trust Advisors, an estimated $45.1M added.
  • The largest Takeda Pharmaceutical seller in Q3 2024 was Groupama Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2024.