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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
HCM
51
Hodges Capital Management
Texas
$2.52M +$1.28M +80,521 New
Bank of New York Mellon
52
Bank of New York Mellon
New York
$2.47M +$148K +9,298 +7%
TI
53
Trexquant Investment
Connecticut
$2.43M -$321K -20,168 -12%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$2.4M +$219K +13,749 +10%
Vanguard Group
55
Vanguard Group
Pennsylvania
$2.39M -$896K -56,220 -28%
Dimensional Fund Advisors
56
Dimensional Fund Advisors
Texas
$2.36M +$9.81K +616 +0.4%
RJA
57
Raymond James & Associates
Florida
$2.35M +$235K +14,761 +12%
SIA
58
Schechter Investment Advisors
Michigan
$2.31M -$13.5K -846 -0.6%
Legal & General Group
59
Legal & General Group
United Kingdom
$2.29M
AS
60
Altshuler Shaham
Israel
$2.25M +$2.17M +136,348 New
LWAM
61
Legacy Wealth Asset Management
Minnesota
$2.03M -$227K -14,248 -10%
LB
62
Leo Brokerage
Texas
$1.96M +$1.89M +118,700 New
LNWWM
63
Laird Norton Wetherby Wealth Management
California
$1.85M +$165K +10,361 +10%
Tudor Investment Corp
64
Tudor Investment Corp
Connecticut
$1.83M +$1.77M +110,941 New
TCM
65
Tekla Capital Management
Massachusetts
$1.73M
LPL Financial
66
LPL Financial
California
$1.73M +$587K +36,850 +54%
Osaic Holdings
67
Osaic Holdings
Arizona
$1.67M +$62.9K +3,951 +4%
Creative Planning
68
Creative Planning
Kansas
$1.63M +$527K +33,116 +50%
Two Sigma Investments
69
Two Sigma Investments
New York
$1.59M +$255K +16,013 +20%
Mariner
70
Mariner
Kansas
$1.51M +$269K +16,863 +23%
CSS
71
Cubist Systematic Strategies
Connecticut
$1.48M +$438K +27,511 +44%
Two Sigma Advisers
72
Two Sigma Advisers
New York
$1.45M +$908K +56,991 +184%
UBS Group
73
UBS Group
Switzerland
$1.36M -$537K -33,686 -29%
SCA
74
Sippican Capital Advisors
Massachusetts
$1.36M
Corient Private Wealth
75
Corient Private Wealth
Florida
$1.35M +$1.06M +66,490 +432%

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.