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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
SGI
26
Summit Global Investments
Utah
$5.91M +$2.73M +192,143 +86%
CYG
27
Clean Yield Group
Vermont
$5.78M -$552K -38,912 -9%
QCM
28
Quantinno Capital Management
New York
$5.14M +$146K +10,258 +3%
BFG
29
Bleakley Financial Group
New Jersey
$4.77M +$499K +35,186 +12%
MNA
30
Manning & Napier Advisors
New York
$4.52M +$17.7K +1,251 +0.4%
SEI Investments
31
SEI Investments
Pennsylvania
$4.49M -$252K -17,782 -5%
American Century Companies
32
American Century Companies
Missouri
$4.04M +$298K +20,993 +8%
QCM
33
QRG Capital Management
Illinois
$4.01M +$171K +12,035 +4%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$3.65M -$750K -52,871 -17%
Hudson Bay Capital Management
35
Hudson Bay Capital Management
Connecticut
$3.56M -$1.42M -100,000 -29%
HFS
36
Hantz Financial Services
Michigan
$3.22M +$98.8K +6,967 +3%
OAM
37
Oppenheimer Asset Management
New York
$2.8M -$800K -56,430 -22%
RJA
38
Raymond James & Associates
Florida
$2.75M -$882K -62,196 -24%
Charles Schwab
39
Charles Schwab
California
$2.66M +$392K +27,628 +17%
LPL Financial
40
LPL Financial
California
$2.6M +$164K +11,538 +7%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$2.56M +$131K +9,214 +5%
CCA
42
Catalyst Capital Advisors
New York
$2.53M +$170K +12,000 +7%
XC
43
XY Capital
Hong Kong
$2.34M -$2.55M -179,563 -52%
LWAM
44
Legacy Wealth Asset Management
Minnesota
$2.3M -$39.7K -2,798 -2%
Creative Planning
45
Creative Planning
Kansas
$2.24M +$707K +49,871 +46%
AQR Capital Management
46
AQR Capital Management
Connecticut
$2.09M +$804K +56,657 +63%
Legal & General Group
47
Legal & General Group
United Kingdom
$2.05M
Voloridge Investment Management
48
Voloridge Investment Management
Florida
$1.93M +$1.93M +136,042 New
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$1.85M +$1.85M +130,117 New
Cerity Partners
50
Cerity Partners
New York
$1.81M +$869K +61,271 +93%

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.