We are live on ! Find out more
TAK icon

Takeda Pharmaceutical

276 hedge funds and large institutions have $772M invested in Takeda Pharmaceutical in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 67 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $7.22M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 67

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0.47% more ownership

Funds ownership: 3.6%4.07% (+0.47%)

3% less capital invested

Capital invested by funds: $799M → $772M (-$26.7M)

2% less funds holding

Funds holding: 282276 (-6)

Holders
276
Holders Change
-6
Holders Change %
-2.13%
% of All Funds
4.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
95
Reduced
67
Closed
33
Calls
$26.5M
Puts
$7.22M
Net Calls
+$19.3M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$1.61M +$135K +9,703 +8%
Stifel Financial
52
Stifel Financial
Missouri
$1.6M +$211K +15,182 +14%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.55M +$29.3K +2,109 +2%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$1.52M -$863K -62,057 -35%
Ameriprise
55
Ameriprise
Minnesota
$1.45M +$722K +51,917 +87%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$1.43M -$26.9K -1,938 -2%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$1.38M -$4.37M -314,313 -75%
TCM
58
Tekla Capital Management
Massachusetts
$1.36M
LNWWM
59
Laird Norton Wetherby Wealth Management
California
$1.34M +$188K +13,512 +15%
RJA
60
Raymond James & Associates
Florida
$1.33M -$138K -9,933 -9%
US Bancorp
61
US Bancorp
Minnesota
$1.32M +$18.1K +1,302 +1%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$1.29M +$393K +28,273 +40%
Osaic Holdings
63
Osaic Holdings
Arizona
$1.22M -$138K -9,922 -10%
SCA
64
Sippican Capital Advisors
Massachusetts
$1.13M +$19.7K +1,415 +2%
SIA
65
Schechter Investment Advisors
Michigan
$1.12M -$749K -53,863 -38%
Mariner
66
Mariner
Kansas
$1.1M +$866K +62,278 +278%
Truist Financial
67
Truist Financial
North Carolina
$1.02M -$90.7K -6,522 -8%
FFM
68
Forum Financial Management
Illinois
$1.01M +$83 +6 +0%
Cerity Partners
69
Cerity Partners
New York
$1.01M +$339K +24,365 +45%
AAM
70
Advisors Asset Management
Colorado
$1M +$124K +8,940 +13%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$907K +$183K +13,126 +23%
Creative Planning
72
Creative Planning
Kansas
$873K +$348K +25,057 +59%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$854K -$29.7K -2,133 -3%
FTDI
74
First Trust Direct Indexing
Massachusetts
$823K +$341K +24,560 +63%
NW
75
NewEdge Wealth
Pennsylvania
$807K +$135K +9,703 +18%

TAK Hedge Fund Activity: Q3 2022 in Review

276 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q3 2022, worth a combined $772M — down 3.3% from $799M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TAK positions and 33 closed out — a net gain of 3 holders — while 95 added to existing stakes and 67 trimmed.

The largest buyer was Clal Insurance, adding an estimated $36.2M. The largest seller was Vanguard Group, cutting an estimated $7.46M.

  • 276 institutional investors held Takeda Pharmaceutical (TAK) as of Q3 2022, down from 282 in Q2 2022.
  • Funds reported $772M of Takeda Pharmaceutical stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 36 funds opened new Takeda Pharmaceutical positions in Q3 2022 and 33 closed out, a net change of +3 holders.
  • The largest Takeda Pharmaceutical buyer in Q3 2022 was Clal Insurance, an estimated $36.2M added.
  • The largest Takeda Pharmaceutical seller in Q3 2022 was Vanguard Group, an estimated $7.46M sold.

Based on aggregated 13F filings for Q3 2022.