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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
LK
301
Lumbard & Kellner
New Hampshire
-$1.96M -125,744 Closed
AIM
302
Aigen Investment Management
New York
-$1.3M -83,491 Closed
PFO
303
Pathstone Family Office
New Jersey
-$462K -44,422 Closed
CS
304
Credit Suisse
Switzerland
-$193K -12,375 Closed
SEC
305
Seven Eight Capital
New York
-$181K -11,580 Closed
PAG
306
Private Advisor Group
New Jersey
-$166 -10,629 Closed
MCC
307
Money Concepts Capital
Florida
-$54.8K -3,513 Closed
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
-$37K -2,515 Closed
CG
309
Cutler Group
California
-$35.7K -2,244 Closed
OWA
310
One Wealth Advisors
California
-$24K -1,541 Closed
CS
311
Comerica Securities
Michigan
-$10.2K -656 Closed
PO
312
Private Ocean
California
-$5.16K -331 Closed
TWA
313
TCI Wealth Advisors
Arizona
-$3.56K -228 Closed
CBT
314
CoreFirst Bank & Trust
Kansas
-$3.17K -203 Closed
BFEC
315
Benjamin F. Edwards & Company
Missouri
-$2K -145 Closed
RBC
316
Romano Brothers & Co
Illinois
-$2.18K -140 Closed
TWC
317
TD Waterhouse Canada
Ontario, Canada
-$1.97K -125 Closed
PMFA
318
Plante Moran Financial Advisors
Michigan
-$1.48K -95 Closed
CAL
319
Capital Advisors Ltd
Ohio
-$1K -76 Closed
MSCM
320
McElhenny Sheffield Capital Management
Texas
-$671 -43 Closed

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.