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Takeda Pharmaceutical

300 hedge funds and large institutions have $1.38B invested in Takeda Pharmaceutical in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $37.8M | Put options by funds: $6.12M

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

63% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 67

30% more capital invested

Capital invested by funds: $1.06B → $1.38B (+$319M)

7% more funds holding

Funds holding: 281300 (+19)

1.2% more ownership

Funds ownership: 4.3%5.5% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
109
Reduced
67
Closed
22
Calls
$37.8M
Puts
$6.12M
Net Calls
+$31.7M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Centerpoint Advisors
Massachusetts
$445K
QCG
127
Quadrant Capital Group
Ohio
$445K +$128K +8,041 +42%
FCI
128
Financial Counselors Inc
Kansas
$424K -$3.04K -191 -0.7%
FLAM
129
First Light Asset Management
Minnesota
$422K
PAS
130
Park Avenue Securities
New York
$416K +$20.2K +1,268 +5%
LFA
131
Legacy Financial Advisors
Kentucky
$401K +$13.7K +861 +4%
AA
132
AlphaQ Advisors
Florida
$395K +$382K +23,992 New
KFA
133
Kelleher Financial Advisors
New York
$390K +$717 +45 +0.2%
CHP
134
Cable Hill Partners
Oregon
$383K +$57.6K +3,617 +18%
DWT
135
Dorsey & Whitney Trust
South Dakota
$350K +$132K +8,304 +64%
ONB
136
Old National Bancorp
Indiana
$349K +$29.9K +1,874 +10%
SFA
137
Sequoia Financial Advisors
Ohio
$349K +$27K +1,692 +9%
BCWM
138
Bartlett & Co Wealth Management
Ohio
$349K
BC
139
Bartlett & Co
Ohio
$342K
FOA
140
Five Oceans Advisors
California
$338K
FIA
141
FNY Investment Advisers
New York
$329K
MML Investors Services
142
MML Investors Services
Massachusetts
$325K -$130K -8,130 -29%
PWPS
143
Pinnacle Wealth Planning Services
Ohio
$324K -$57.7K -3,625 -16%
KAS
144
Kestra Advisory Services
Texas
$316K -$279K -17,492 -48%
BHPW
145
Beverly Hills Private Wealth
California
$295K +$286K +17,927 New
LG
146
Leuthold Group
Minnesota
$292K -$16.1K -1,011 -5%
GT
147
Glenmede Trust
Pennsylvania
$292K +$66.5K +4,175 +31%
Franklin Resources
148
Franklin Resources
California
$280K +$59.7K +3,745 +28%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$264K +$255K +16,007 New
YMRC
150
Yorktown Management & Research Company
Virginia
$264K +$255K +16,000 New

TAK Hedge Fund Activity: Q1 2023 in Review

300 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q1 2023, worth a combined $1.38B — up 30% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new TAK positions and 22 closed out — a net gain of 25 holders — while 109 added to existing stakes and 67 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $174M. The largest seller was Arrowstreet Capital, cutting an estimated $45.3M.

  • 300 institutional investors held Takeda Pharmaceutical (TAK) as of Q1 2023, up from 281 in Q4 2022.
  • Funds reported $1.38B of Takeda Pharmaceutical stock for Q1 2023, up 30% quarter-over-quarter.
  • 47 funds opened new Takeda Pharmaceutical positions in Q1 2023 and 22 closed out, a net change of +25 holders.
  • The largest Takeda Pharmaceutical buyer in Q1 2023 was Capital Research Global Investors, an estimated $174M added.
  • The largest Takeda Pharmaceutical seller in Q1 2023 was Arrowstreet Capital, an estimated $45.3M sold.

Based on aggregated 13F filings for Q1 2023.