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Takeda Pharmaceutical
TAK

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: 281 → 300 (+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: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$174M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$57.2M
3
BIP
Brandes Investment Partners
California
+$27.1M
4
Millennium Management
Millennium Management
New York
+$25.5M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$8.77M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$45.3M
2
VanEck Associates
VanEck Associates
New York
-$12.2M
3
MIP
Mondrian Investment Partners
United Kingdom
-$4.56M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$4.04M
5
CCM
Causeway Capital Management
California
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
276
First Manhattan
New York
$1.55K – – –
WBC
277
West Branch Capital
Massachusetts
$1.53K – – –
RFG
278
RFP Financial Group
Georgia
$1.45K – – –
AWM
279
Abound Wealth Management
Tennessee
$1.31K – – –
CSPAM
280
Cary Street Partners Asset Management
Virginia
$1.15K – – –
GC
281
Gould Capital
Washington
$1.15K – – –
TWD
282
True Wealth Design
Ohio
$1.12K -$573 -36 -35%
FFA
283
Farther Finance Advisors
California
$1.12K – – –
AIP
284
Ahrens Investment Partners
Louisiana
$1.04K +$1K +63 New
SIS
285
Strategic Investment Solutions
Illinois
$906 +$876 +55 New
BAAM
286
Baker Avenue Asset Management
California
$842 +$812 +51 New
BWM
287
BerganKDV Wealth Management
Minnesota
$824 – – –
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$824 – – –
BA
289
Bellwether Advisors
Nebraska
$593 – – –
Commonwealth Equity Services
290
Commonwealth Equity Services
Massachusetts
$569 -$8.44K -530 -2%
BWA
291
BDO Wealth Advisors
Florida
$412 – – –
CA
292
Clearstead Advisors
Ohio
$412 – – –
BCMLT
293
Beacon Capital Management LLC (Tennessee)
Tennessee
$379 – – –
AF
294
Advisornet Financial
Minnesota
$330 – – –
2L
295
25 LLC
Missouri
$299 +$287 +18 New
SWM
296
Sugarloaf Wealth Management
Georgia
$247 – – –
AWM
297
Avior Wealth Management
Nebraska
$214 +$207 +13 New
TAM
298
Tucker Asset Management
Colorado
$82 – – –
SFCL
299
Strengthening Families & Communities LLC
Massachusetts
$13 – – –
LP
300
LMR Partners
United Kingdom
– -$2.37M -151,409 Closed
9 10 11
12
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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.