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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
QI
301
Qtron Investments
Massachusetts
-$557K -43,020 Closed
Capstone Investment Advisors
302
Capstone Investment Advisors
New York
-$520K -40,162 Closed
GS
303
GTS Securities
New York
-$496K -38,294 Closed
KFA
304
Kelleher Financial Advisors
New York
-$298K -23,063 Closed
LFA
305
Legacy Financial Advisors
Kentucky
-$293K -22,620 Closed
PF
306
Phoenix Financial
Israel
-$280K -21,712 Closed
EWA
307
EP Wealth Advisors
California
-$194K -15,028 Closed
FLPIM
308
F.L. Putnam Investment Management
Massachusetts
-$164K -12,683 Closed
AGC
309
Aspen Grove Capital
Colorado
-$134K -10,146 Closed
New York State Common Retirement Fund
310
New York State Common Retirement Fund
New York
-$121K -9,368 Closed
SWS
311
SYSTM Wealth Solutions
Illinois
-$60.5K -4,679 Closed
CB
312
Centennial Bank
Arkansas
-$24.4K -1,882 Closed
FUBT
313
First United Bank & Trust
Maryland
-$22.6K -1,750 Closed
PCMC
314
Planning Capital Management Corporation
Pennsylvania
-$18.8K -1,453 Closed
RFG
315
RFP Financial Group
Georgia
-$10.9K -839 Closed
TIM
316
Tortoise Investment Management
New York
-$8.46K -654 Closed
OWA
317
Opal Wealth Advisors
New York
-$5.89K -455 Closed
CP
318
Camelot Portfolios
Ohio
-$5.01K -387 Closed
BEI
319
Benjamin Edwards Inc
Missouri
-$2K -151 Closed
LIA
320
Lynx Investment Advisory
District of Columbia
-$1.86K -144 Closed
WIA
321
Wetzel Investment Advisors
Indiana
-$1.49K -107 Closed
RWMG
322
Redwood Wealth Management Group
New Jersey
-$1.23K -95 Closed
BF
323
BOK Financial
Oklahoma
-$647 -50 Closed
FMII
324
Farmers & Merchants Investments Inc
Nebraska
-$647 -50 Closed
AIP
325
Ameritas Investment Partners
Nebraska
-$194 -15 Closed

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.