Takeda Pharmaceutical
313 hedge funds and large institutions have $1.09B invested in Takeda Pharmaceutical in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 85 reducing their positions, and 30 closing their positions.
1,417% more call options, than puts
Call options by funds: $26.1M | Put options by funds: $1.72M
38% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 85
33% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 30
2% more funds holding
Funds holding: 306 → 313 (+7)
0.63% less ownership
Funds ownership: 5.58% → 4.94% (-0.63%)
14% less capital invested
Capital invested by funds: $1.26B → $1.09B (-$172M)
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$56.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.45M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.76M |
| 4 |
VanEck Associates
New York
|
+$5.25M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$68.3M |
| 2 |
Millennium Management
New York
|
-$60.7M |
| 3 |
TAM
TFG Asset Management
Grand Cayman,
Cayman Islands
|
-$27.2M |
| 4 |
YDMI
Y.D. More Investments
Ramat Gan,
Israel
|
-$17.8M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$17.1M |
TAK Hedge Fund Activity: Q1 2024 in Review
313 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q1 2024, worth a combined $1.09B — down 14% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new TAK positions and 30 closed out — a net gain of 10 holders — while 117 added to existing stakes and 85 trimmed.
The largest buyer was Mondrian Investment Partners, adding an estimated $56.9M. The largest seller was Morgan Stanley, cutting an estimated $68.3M.
- 313 institutional investors held Takeda Pharmaceutical (TAK) as of Q1 2024, up from 306 in Q4 2023.
- Funds reported $1.09B of Takeda Pharmaceutical stock for Q1 2024, down 14% quarter-over-quarter.
- 40 funds opened new Takeda Pharmaceutical positions in Q1 2024 and 30 closed out, a net change of +10 holders.
- The largest Takeda Pharmaceutical buyer in Q1 2024 was Mondrian Investment Partners, an estimated $56.9M added.
- The largest Takeda Pharmaceutical seller in Q1 2024 was Morgan Stanley, an estimated $68.3M sold.
Based on aggregated 13F filings for Q1 2024.