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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
HPC
251
HM Payson & Co
Maine
$4.71K -$1.67K -105 -27%
CFGS
252
Concourse Financial Group Securities
Alabama
$4.61K
RWPA
253
Richard W. Paul & Associates
Michigan
$4.29K
IAS
254
IMA Advisory Services
Colorado
$4.14K
CMP
255
Coston McIsaac & Partners
Maine
$4K
PP
256
PFS Partners
New Jersey
$3.74K
RAM
257
Riggs Asset Management
Pennsylvania
$3.64K
CT
258
Colonial Trust
South Carolina
$3.61K
TF
259
TimeScale Financial
Massachusetts
$3.4K
TPCW
260
TD Private Client Wealth
New York
$3.33K -$14.9K -934 -82%
DAM
261
Delta Asset Management
Tennessee
$3.31K
BSB
262
Bangor Savings Bank
Maine
$3.06K -$7.72K -485 -72%
CWC
263
Carolinas Wealth Consulting
North Carolina
$3.02K -$685 -43 -19%
FMP
264
Financial Management Professionals
Texas
$3K -$3.89K -244 -54%
Bessemer Group
265
Bessemer Group
New Jersey
$3K
SWM
266
Spire Wealth Management
Virginia
$2.88K +$669 +42 +32%
WT
267
Whittier Trust
California
$2.47K -$2.39K -150 -50%
OSNBOA
268
Old Second National Bank of Aurora
Illinois
$2.39K
SWA
269
Sutton Wealth Advisors
Florida
$2.39K
CB
270
CNB Bank
Pennsylvania
$2.31K
AAS
271
Ameritas Advisory Services
Nebraska
$2.23K +$2.13K +134 New
TAIM
272
TD Ameritrade Investment Management
Nebraska
$2K -$4.51K -283 -68%
HGERS
273
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2.31K +145 New
BEI
274
Benjamin Edwards Inc
Missouri
$2K +$2.4K +151 New
GWM
275
Geneos Wealth Management
Colorado
$1.73K +$1.67K +105 New

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.