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Takeda Pharmaceutical

312 hedge funds and large institutions have $1.24B invested in Takeda Pharmaceutical in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $4.14M

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

22% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 92

1% more funds holding

Funds holding: 310312 (+2)

0.23% less ownership

Funds ownership: 5.31%5.08% (-0.23%)

6% less capital invested

Capital invested by funds: $1.32B → $1.24B (-$76.5M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
312
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
4.95%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
39
Increased
112
Reduced
92
Closed
30
Calls
$44.1M
Puts
$4.14M
Net Calls
+$40M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
51
Franklin Resources
California
$2.83M +$700K +45,244 +33%
RJA
52
Raymond James & Associates
Florida
$2.56M -$104K -6,750 -4%
Twin Tree Management
53
Twin Tree Management
Texas
$2.38M +$2.31M +149,340 +3,280%
Walleye Trading
54
Walleye Trading
New York
$2.36M +$2.36M +152,304 New
QCM
55
Quantinno Capital Management
New York
$2.25M +$1.07M +69,297 +91%
Osaic Holdings
56
Osaic Holdings
Arizona
$2.22M +$593K +38,331 +36%
XC
57
XY Capital
Hong Kong
$2.22M +$1.02M +65,666 +84%
FTUS
58
Flow Traders U.S.
New York
$2.16M +$1.4M +90,266 +182%
Legal & General Group
59
Legal & General Group
United Kingdom
$2.16M
Bank of New York Mellon
60
Bank of New York Mellon
New York
$2.12M -$59.5K -3,841 -3%
AS
61
Altshuler Shaham
Israel
$2.11M
SSA
62
Schonfeld Strategic Advisors
New York
$2.11M +$2.11M +136,100 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$2.1M -$868K -56,068 -30%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$2.1M +$2.1M +135,606 New
SIA
65
Schechter Investment Advisors
Michigan
$2.08M -$65K -4,200 -3%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$2.08M +$20.9K +1,353 +1%
Creative Planning
67
Creative Planning
Kansas
$1.93M -$30.2K -1,951 -2%
LWAM
68
Legacy Wealth Asset Management
Minnesota
$1.93M +$13.2K +851 +0.7%
HIMC
69
Heritage Investors Management Corp
Maryland
$1.91M -$92.5K -5,977 -5%
LPL Financial
70
LPL Financial
California
$1.66M -$13.5K -870 -0.8%
LNWWM
71
Laird Norton Wetherby Wealth Management
California
$1.56M -$96K -6,201 -6%
Two Sigma Investments
72
Two Sigma Investments
New York
$1.52M +$28.1K +1,815 +2%
US Bancorp
73
US Bancorp
Minnesota
$1.49M -$1.32M -85,298 -47%
Mariner
74
Mariner
Kansas
$1.45M -$30.1K -1,945 -2%
ACM
75
Aquatic Capital Management
Illinois
$1.34M +$680K +43,900 +102%

TAK Hedge Fund Activity: Q3 2023 in Review

312 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q3 2023, worth a combined $1.24B — down 5.8% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new TAK positions and 30 closed out — a net gain of 9 holders — while 112 added to existing stakes and 92 trimmed.

The largest buyer was Bank of America, adding an estimated $21M. The largest seller was Clal Insurance, cutting an estimated $42.3M.

  • 312 institutional investors held Takeda Pharmaceutical (TAK) as of Q3 2023, up from 310 in Q2 2023.
  • Funds reported $1.24B of Takeda Pharmaceutical stock for Q3 2023, down 5.8% quarter-over-quarter.
  • 39 funds opened new Takeda Pharmaceutical positions in Q3 2023 and 30 closed out, a net change of +9 holders.
  • The largest Takeda Pharmaceutical buyer in Q3 2023 was Bank of America, an estimated $21M added.
  • The largest Takeda Pharmaceutical seller in Q3 2023 was Clal Insurance, an estimated $42.3M sold.

Based on aggregated 13F filings for Q3 2023.