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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
Corient Private Wealth
76
Corient Private Wealth
Florida
$880K +$56.5K +4,265 +7%
Cerity Partners
77
Cerity Partners
New York
$851K -$623K -47,071 -42%
ACM
78
Aquatic Capital Management
Illinois
$844K -$903K -68,200 -51%
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$806K -$349K -26,355 -30%
HCMT
80
Highland Capital Management (Tennessee)
Tennessee
$800K -$70.2K -5,300 -8%
JP Morgan Chase
81
JP Morgan Chase
New York
$747K -$207K -15,649 -21%
AAIM
82
American Assets Investment Management
California
$738K
EI
83
Ellevest Inc
New York
$726K -$293K -22,156 -28%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$714K -$178K -13,419 -20%
Ameriprise
85
Ameriprise
Minnesota
$706K -$422K -31,850 -37%
YCM
86
Yousif Capital Management
Michigan
$674K
NS
87
NBC Securities
Alabama
$669K +$108K +8,175 +19%
FFM
88
Forum Financial Management
Illinois
$633K +$200K +15,112 +45%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$619K -$172K -13,004 -21%
IRC
90
Investors Research Corp
Georgia
$593K
FTDI
91
First Trust Direct Indexing
Massachusetts
$582K -$107K -8,068 -15%
QI
92
Qtron Investments
Massachusetts
$557K
CCB
93
Cutter & Co Brokerage
Missouri
$543K +$17.8K +1,347 +3%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$541K +$68.9K +5,201 +14%
HighTower Advisors
95
HighTower Advisors
Illinois
$532K -$690K -52,123 -56%
LNWWM
96
Laird Norton Wetherby Wealth Management
California
$528K -$559K -42,207 -51%
M&T Bank
97
M&T Bank
New York
$528K -$5.89K -445 -1%
Capstone Investment Advisors
98
Capstone Investment Advisors
New York
$520K +$532K +40,162 New
PA
99
Probity Advisors
Texas
$513K +$197K +14,856 +60%
GS
100
GTS Securities
New York
$496K -$4.37M -330,165 -90%

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.