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Takeda Pharmaceutical

299 hedge funds and large institutions have $954M invested in Takeda Pharmaceutical in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 101 increasing their positions, 94 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,520% more call options, than puts

Call options by funds: $22.9M | Put options by funds: $496K

19% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 42

7% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 94

0% more funds holding

Funds holding: 298299 (+1)

0.26% less ownership

Funds ownership: 4.79%4.53% (-0.26%)

6% less capital invested

Capital invested by funds: $1.02B → $954M (-$62.1M)

Holders
299
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
50
Increased
101
Reduced
94
Closed
42
Calls
$22.9M
Puts
$496K
Net Calls
+$22.4M
Net Calls Change
-$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$5.76M -$1.48M -107,719 -20%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.26M -$916K -66,712 -14%
Bank of America
28
Bank of America
North Carolina
$4.8M -$7.33M -533,765 -60%
CYG
29
Clean Yield Group
Vermont
$4.77M -$634K -46,137 -11%
Voloridge Investment Management
30
Voloridge Investment Management
Florida
$4.51M +$2.81M +204,911 +151%
QCM
31
QRG Capital Management
Illinois
$4.36M +$652K +47,490 +17%
EI
32
Ethic Inc
New York
$4.32M -$1.56M -113,512 -26%
BFG
33
Bleakley Financial Group
New Jersey
$4.21M -$231K -16,830 -5%
Pathstone Holdings
34
Pathstone Holdings
New Jersey
$4.19M -$1.57M -114,364 -27%
MNA
35
Manning & Napier Advisors
New York
$4.03M -$186K -13,524 -4%
American Century Companies
36
American Century Companies
Missouri
$3.99M +$235K +17,103 +6%
Hudson Bay Capital Management
37
Hudson Bay Capital Management
Connecticut
$3.64M +$343K +25,000 +10%
Jane Street
38
Jane Street
New York
$3.37M +$1.82M +132,817 +109%
Charles Schwab
39
Charles Schwab
California
$3.36M +$912K +66,386 +35%
Creative Planning
40
Creative Planning
Kansas
$3.33M +$1.29M +93,712 +59%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$3.1M -$309K -22,497 -9%
LP
42
LMR Partners
United Kingdom
$3.05M +$3.16M +230,000 New
SEI Investments
43
SEI Investments
Pennsylvania
$2.95M -$1.28M -93,071 -29%
HFS
44
Hantz Financial Services
Michigan
$2.9M -$103K -7,514 -3%
CGH
45
Crossmark Global Holdings
Texas
$2.79M +$2.14M +155,795 +285%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$2.56M +$2.65M +193,203 New
LPL Financial
47
LPL Financial
California
$2.47M +$49K +3,564 +2%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$2.41M +$937K +68,200 +60%
ACM
49
Aquatic Capital Management
Illinois
$2.4M +$851K +61,927 +52%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$2.38M +$684K +49,821 +38%

TAK Hedge Fund Activity: Q4 2024 in Review

299 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q4 2024, worth a combined $954M — down 6.1% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new TAK positions and 42 closed out — a net gain of 8 holders — while 101 added to existing stakes and 94 trimmed.

The largest buyer was UBS Group, adding an estimated $21.8M. The largest seller was Mondrian Investment Partners, cutting an estimated $70M.

  • 299 institutional investors held Takeda Pharmaceutical (TAK) as of Q4 2024, up from 298 in Q3 2024.
  • Funds reported $954M of Takeda Pharmaceutical stock for Q4 2024, down 6.1% quarter-over-quarter.
  • 50 funds opened new Takeda Pharmaceutical positions in Q4 2024 and 42 closed out, a net change of +8 holders.
  • The largest Takeda Pharmaceutical buyer in Q4 2024 was UBS Group, an estimated $21.8M added.
  • The largest Takeda Pharmaceutical seller in Q4 2024 was Mondrian Investment Partners, an estimated $70M sold.

Based on aggregated 13F filings for Q4 2024.