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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
AAIM
101
American Assets Investment Management
California
$882K
Vanguard Group
102
Vanguard Group
Pennsylvania
$880K -$1.29M -83,354 -59%
VPIM
103
Vanguard Personalized Indexing Management
California
$859K -$128K -8,261 -13%
NW
104
Naviter Wealth
Arkansas
$829K +$76.7K +4,953 +10%
YCM
105
Yousif Capital Management
Michigan
$800K -$28K -1,810 -3%
UBS Group
106
UBS Group
Switzerland
$795K -$2.45M -158,520 -76%
IRC
107
Investors Research Corp
Georgia
$744K
PVH
108
Psagot Value Holdings
Israel
$715K -$238K -15,400 -25%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$706K -$351K -22,688 -33%
CI
110
Clal Insurance
Israel
$696K -$42.3M -2,733,558 -98%
M&T Bank
111
M&T Bank
New York
$689K +$64.8K +4,187 +10%
S
112
SignatureFD
Georgia
$670K -$5.43K -351 -0.8%
NS
113
NBC Securities
Alabama
$639K +$640K +41,334 New
CP
114
Covenant Partners
Tennessee
$619K -$5.7K -368 -0.9%
ERSOT
115
Employees Retirement System of Texas
Texas
$612K
NA
116
NewEdge Advisors
Louisiana
$601K -$5.17K -334 -0.9%
MML Investors Services
117
MML Investors Services
Massachusetts
$600K +$171K +11,053 +40%
PAS
118
Park Avenue Securities
New York
$580K +$159K +10,255 +38%
CCB
119
Cutter & Co Brokerage
Missouri
$575K +$23.8K +1,535 +4%
EAM
120
Eagle Asset Management
Florida
$560K -$16.1K -1,039 -3%
CGH
121
Crossmark Global Holdings
Texas
$560K +$6.52K +421 +1%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$555K -$313K -20,228 -36%
CBA
123
Coastal Bridge Advisors
Connecticut
$539K
RIL
124
Rothschild Investment LLC
Illinois
$447K -$1.02K -66 -0.2%
QT
125
Quantamental Technologies
New York
$444K +$445K +28,725 New

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.