We are live on ! Find out more
TAK icon

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
First Manhattan
276
First Manhattan
New York
$3.08K +$1.63K +105 +112%
Bessemer Group
277
Bessemer Group
New Jersey
$3K -$16.3K -1,050 -86%
BSB
278
Bangor Savings Bank
Maine
$2.88K
CWC
279
Carolinas Wealth Consulting
North Carolina
$2.56K
BWL
280
Bogart Wealth LLC
Virginia
$2.49K
OSNBOA
281
Old Second National Bank of Aurora
Illinois
$2.24K
SWA
282
Sutton Wealth Advisors
Florida
$2.24K
HGERS
283
Householder Group Estate & Retirement Specialist
Arizona
$2.24K +$2.25K +145 New
SWM
284
Spire Wealth Management
Virginia
$2.2K
CB
285
CNB Bank
Pennsylvania
$2.17K
BEI
286
Benjamin Edwards Inc
Missouri
$2K
BG
287
Bollard Group
Massachusetts
$2K
AWM
288
Abound Wealth Management
Tennessee
$1.85K
TPCW
289
TD Private Client Wealth
New York
$1.78K
TFM
290
TFC Financial Management
Massachusetts
$1.76K +$1.76K +114 New
GWM
291
Geneos Wealth Management
Colorado
$1.7K +$77 +5 +5%
NCM
292
Northwest Capital Management
Oregon
$1.55K
VWM
293
Venturi Wealth Management
Texas
$1.55K +$1.55K +100 New
WBC
294
West Branch Capital
Massachusetts
$1.44K
RFG
295
RFP Financial Group
Georgia
$1.36K
SWM
296
Sanctuary Wealth Management
Idaho
$1.3K
BCM
297
Bourgeon Capital Management
Connecticut
$1.22K +$1.22K +79 New
JWM
298
Janiczek Wealth Management
Colorado
$1.11K -$5.73K -370 -84%
WT
299
Whittier Trust
California
$1.08K -$774 -50 -42%
GC
300
Gould Capital
Washington
$1.07K

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.