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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
Natixis Advisors
26
Natixis Advisors
Massachusetts
$11.4M -$415K -26,061 -4%
Federated Hermes
27
Federated Hermes
Pennsylvania
$9.91M +$4.95M +310,512 +107%
CYG
28
Clean Yield Group
Vermont
$8.94M +$183K +11,460 +2%
Kayne Anderson Rudnick Investment Management
29
Kayne Anderson Rudnick Investment Management
California
$7.8M +$7.54M +473,279 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$6.91M +$662K +41,556 +11%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$6.79M -$252K -15,842 -4%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$6.76M +$6.54M +410,414 New
First Trust Advisors
33
First Trust Advisors
Illinois
$6.74M +$2.87M +179,939 +79%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$6.41M +$5.25M +329,299 +552%
EI
35
Ethic Inc
New York
$5.86M +$971K +60,971 +21%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$5.75M -$113K -7,085 -2%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$5.55M +$5.37M +336,897 New
SEI Investments
38
SEI Investments
Pennsylvania
$5.15M -$259K -16,288 -5%
MNG
39
Manning & Napier Group
New York
$4.66M -$122K -7,646 -3%
Stifel Financial
40
Stifel Financial
Missouri
$4.54M +$2.58M +161,919 +143%
OAM
41
Oppenheimer Asset Management
New York
$4.18M -$152K -9,538 -4%
Truist Financial
42
Truist Financial
North Carolina
$3.96M +$1.18M +73,984 +45%
HFS
43
Hantz Financial Services
Michigan
$3.82M +$717 +45 +0%
US Bancorp
44
US Bancorp
Minnesota
$3.67M +$315K +19,782 +10%
Cerity Partners
45
Cerity Partners
New York
$3.54M +$116K +7,304 +13%
SS
46
Simplicity Solutions
Minnesota
$3.23M -$39.1K -2,456 -1%
BFG
47
Bleakley Financial Group
New Jersey
$3.22M -$109K -6,814 -3%
PVH
48
Psagot Value Holdings
Israel
$2.83M +$2.78M +174,300 New
American Century Companies
49
American Century Companies
Missouri
$2.82M +$301K +18,914 +12%
HIMC
50
Heritage Investors Management Corp
Maryland
$2.57M -$255K -16,036 -9%

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.