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Takeda Pharmaceutical

283 hedge funds and large institutions have $1.15B invested in Takeda Pharmaceutical in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 90 increasing their positions, 102 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.06M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% more capital invested

Capital invested by funds: $1.09B → $1.15B (+$58.3M)

0.39% less ownership

Funds ownership: 4.94%4.56% (-0.39%)

10% less funds holding

Funds holding: 313283 (-30)

12% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 102

47% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 55

Holders
283
Holders Change
-30
Holders Change %
-9.58%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
90
Reduced
102
Closed
55
Calls
$23.6M
Puts
$3.06M
Net Calls
+$20.5M
Net Calls Change
-$3.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$1.87M +$69.9K +5,281 +4%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$1.68M +$860K +64,982 +103%
Truist Financial
53
Truist Financial
North Carolina
$1.65M -$92.6K -6,998 -5%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$1.61M -$84.1K -6,353 -5%
HIMC
55
Heritage Investors Management Corp
Maryland
$1.49M -$24.1K -1,820 -2%
SIA
56
Schechter Investment Advisors
Michigan
$1.49M -$159K -12,013 -9%
UBS Group
57
UBS Group
Switzerland
$1.48M +$242K +18,244 +19%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$1.48M +$200K +15,075 +15%
Mariner
59
Mariner
Kansas
$1.43M +$167K +12,584 +13%
Creative Planning
60
Creative Planning
Kansas
$1.39M -$495K -37,369 -26%
Aberdeen Group
61
Aberdeen Group
United Kingdom
$1.36M
Vanguard Group
62
Vanguard Group
Pennsylvania
$1.32M +$601K +45,396 +80%
US Bancorp
63
US Bancorp
Minnesota
$1.19M -$324K -24,464 -21%
AQR Capital Management
64
AQR Capital Management
Connecticut
$1.16M +$722K +54,539 +154%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$1.16M -$288K -21,735 -20%
SSA
66
Schonfeld Strategic Advisors
New York
$1.16M +$1.18M +89,400 New
CAM
67
Cresset Asset Management
Illinois
$1.12M +$112K +8,447 +11%
PI
68
PEAK6 Investments
Illinois
$1.03M +$864K +65,252 +458%
NW
69
Naviter Wealth
Arkansas
$1.02M +$128K +9,690 +14%
AssetMark Inc
70
AssetMark Inc
California
$990K +$11.8K +890 +1%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$962K +$83.4K +6,303 +9%
NW
72
NewEdge Wealth
Pennsylvania
$945K +$31.3K +2,365 +3%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$941K +$60.1K +4,541 +7%
GIM
74
Gold Investment Management
Alberta, Canada
$929K +$19.2K +1,453 +2%
VPIM
75
Vanguard Personalized Indexing Management
California
$906K -$303K -22,911 -25%

TAK Hedge Fund Activity: Q2 2024 in Review

283 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q2 2024, worth a combined $1.15B — up 5.4% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of TAK and 29 opened new positions — a net loss of 26 holders — while 102 trimmed existing stakes and 90 added.

The largest buyer was Millennium Management, adding an estimated $26.8M. The largest seller was Mondrian Investment Partners, cutting an estimated $57.5M.

  • 283 institutional investors held Takeda Pharmaceutical (TAK) as of Q2 2024, down from 313 in Q1 2024.
  • Funds reported $1.15B of Takeda Pharmaceutical stock for Q2 2024, up 5.4% quarter-over-quarter.
  • 29 funds opened new Takeda Pharmaceutical positions in Q2 2024 and 55 closed out, a net change of -26 holders.
  • The largest Takeda Pharmaceutical buyer in Q2 2024 was Millennium Management, an estimated $26.8M added.
  • The largest Takeda Pharmaceutical seller in Q2 2024 was Mondrian Investment Partners, an estimated $57.5M sold.

Based on aggregated 13F filings for Q2 2024.