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Takeda Pharmaceutical

298 hedge funds and large institutions have $1.02B invested in Takeda Pharmaceutical in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 118 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,086% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $2.37M

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

40% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 84

5% more funds holding

Funds holding: 283298 (+15)

0.23% more ownership

Funds ownership: 4.56%4.79% (+0.23%)

11% less capital invested

Capital invested by funds: $1.15B → $1.02B (-$129M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
298
Holders Change
+15
Holders Change %
+5.3%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
118
Reduced
84
Closed
28
Calls
$28.2M
Puts
$2.37M
Net Calls
+$25.8M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Probity Advisors
Texas
$616K +$51.9K +3,661 +9%
JP Morgan Chase
102
JP Morgan Chase
New York
$613K -$207K -14,599 -25%
M&T Bank
103
M&T Bank
New York
$608K +$28.4K +2,002 +5%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$601K +$599K +42,244 New
CCB
105
Cutter & Co Brokerage
Missouri
$586K -$11.2K -789 -2%
MML Investors Services
106
MML Investors Services
Massachusetts
$584K +$63.6K +4,485 +12%
FTDI
107
First Trust Direct Indexing
Massachusetts
$580K -$59.7K -4,212 -9%
CBA
108
Coastal Bridge Advisors
Connecticut
$495K -$496 -35 -0.1%
CG
109
Caprock Group
Idaho
$488K +$34.8K +2,454 +8%
AFG
110
Atomi Financial Group
New York
$486K +$175K +12,329 +56%
LNWWM
111
Laird Norton Wetherby Wealth Management
California
$484K -$95.6K -6,738 -17%
SCM
112
Sterling Capital Management
North Carolina
$480K +$478K +33,730 New
VT
113
Vise Technologies
New York
$478K +$133K +9,387 +39%
ATIA
114
American Trust Investment Advisors
New Hampshire
$471K +$470K +33,145 New
Two Sigma Advisers
115
Two Sigma Advisers
New York
$471K +$469K +33,100 New
Arrowstreet Capital
116
Arrowstreet Capital
Massachusetts
$459K +$32.9M +2,319,877 +100%
BP
117
Ballentine Partners
Massachusetts
$442K +$145K +10,205 +49%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$434K +$185K +13,036 +75%
UCFA
119
United Capital Financial Advisors
Texas
$433K +$77.3K +5,450 +22%
YDMI
120
Y.D. More Investments
Israel
$427K -$14.2K -1,000 -3%
ONB
121
Old National Bancorp
Indiana
$423K -$21.4K -1,512 -5%
RWM
122
Ritholtz Wealth Management
New York
$386K +$40.4K +2,850 +12%
Pacer Advisors
123
Pacer Advisors
Pennsylvania
$385K -$12.3K -865 -3%
SFA
124
Sequoia Financial Advisors
Ohio
$374K +$47.1K +3,318 +14%
GWMR
125
GC Wealth Management RIA
Massachusetts
$372K +$63.4K +4,468 +21%

TAK Hedge Fund Activity: Q3 2024 in Review

298 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q3 2024, worth a combined $1.02B — down 11% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new TAK positions and 28 closed out — a net gain of 17 holders — while 118 added to existing stakes and 84 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $45.1M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $204M sold.

  • 298 institutional investors held Takeda Pharmaceutical (TAK) as of Q3 2024, up from 283 in Q2 2024.
  • Funds reported $1.02B of Takeda Pharmaceutical stock for Q3 2024, down 11% quarter-over-quarter.
  • 45 funds opened new Takeda Pharmaceutical positions in Q3 2024 and 28 closed out, a net change of +17 holders.
  • The largest Takeda Pharmaceutical buyer in Q3 2024 was First Trust Advisors, an estimated $45.1M added.
  • The largest Takeda Pharmaceutical seller in Q3 2024 was Groupama Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2024.