We are live on ! Find out more
TAK icon

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
MML Investors Services
101
MML Investors Services
Massachusetts
$474K -$96.5K -7,288 -17%
AAM
102
Advisors Asset Management
Colorado
$469K -$179K -13,547 -27%
ETC
103
Exchange Traded Concepts
Oklahoma
$462K +$473K +35,715 New
S
104
SignatureFD
Georgia
$456K -$197K -14,900 -30%
SA
105
Sanctuary Advisors
Indiana
$454K +$461K +34,860 New
CBA
106
Coastal Bridge Advisors
Connecticut
$451K +$463 +35 +0.1%
CGH
107
Crossmark Global Holdings
Texas
$448K +$6.43K +486 +1%
CG
108
Caprock Group
Idaho
$423K +$37.5K +2,830 +10%
ONB
109
Old National Bancorp
Indiana
$405K +$30.4K +2,297 +8%
YDMI
110
Y.D. More Investments
Israel
$401K
BHPW
111
Beverly Hills Private Wealth
California
$390K +$21.5K +1,625 +6%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$387K +$54.4K +4,107 +16%
PAS
113
Park Avenue Securities
New York
$365K -$8.17K -617 -2%
Pacer Advisors
114
Pacer Advisors
Pennsylvania
$361K -$7.41K -560 -2%
Citigroup
115
Citigroup
New York
$356K -$354K -26,746 -49%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$338K -$159K -12,000 -31%
TFGT
117
TS Financial Group (TSFG)
Illinois
$332K +$26K +1,965 +8%
FCI
118
Financial Counselors Inc
Kansas
$325K -$3.35K -253 -1%
UCFA
119
United Capital Financial Advisors
Texas
$323K +$29.7K +2,246 +10%
RIL
120
Rothschild Investment LLC
Illinois
$319K +$12.7K +959 +4%
RWM
121
Ritholtz Wealth Management
New York
$315K +$322K +24,319 New
VT
122
Vise Technologies
New York
$313K -$34.8K -2,631 -10%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$309K -$24.2K -1,827 -7%
Kovitz Investment Group Partners
124
Kovitz Investment Group Partners
Illinois
$308K +$6.49K +490 +2%
KFA
125
Kelleher Financial Advisors
New York
$298K

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.