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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
SFA
126
Sequoia Financial Advisors
Ohio
$297K +$7.84K +592 +3%
GM
127
GeoWealth Management
Illinois
$296K +$25.7K +1,945 +9%
LFA
128
Legacy Financial Advisors
Kentucky
$293K -$35.9K -2,713 -11%
IC
129
Inscription Capital
Texas
$292K +$9.93K +750 +3%
CL
130
Choreo LLC
Illinois
$292K +$297K +22,442 New
AI
131
Atria Investments
North Carolina
$284K +$290K +21,923 New
AFG
132
Atomi Financial Group
New York
$283K +$21.7K +1,641 +8%
GWMR
133
GC Wealth Management RIA
Massachusetts
$281K +$11.1K +841 +4%
PF
134
Phoenix Financial
Israel
$280K -$442K -33,385 -61%
Osaic Holdings
135
Osaic Holdings
Arizona
$278K +$9.6K +725 +3%
BC
136
Bridgefront Capital
Texas
$277K +$14.5K +1,095 +5%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$275K -$66 -5 -0%
BP
138
Ballentine Partners
Massachusetts
$270K +$53.7K +4,058 +24%
RJFSA
139
Raymond James Financial Services Advisors
Florida
$267K -$72.5K -5,473 -21%
AWA
140
Aaron Wealth Advisors
Illinois
$261K -$12.4K -938 -4%
BWP
141
BSW Wealth Partners
Colorado
$247K -$44.1K -3,332 -15%
CHP
142
Cable Hill Partners
Oregon
$235K +$235K +17,727 New
Russell Investments Group
143
Russell Investments Group
United Kingdom
$226K +$89.8K +6,781 +64%
GCM
144
Gallacher Capital Management
Colorado
$225K +$15K +1,136 +7%
PWPS
145
Pinnacle Wealth Planning Services
Ohio
$225K -$16.9K -1,275 -7%
AWM
146
Apollon Wealth Management
South Carolina
$222K -$19.1K -1,440 -8%
GT
147
Glenmede Trust
Pennsylvania
$213K -$29.5K -2,230 -12%
DWT
148
Dorsey & Whitney Trust
South Dakota
$205K -$30.8K -2,327 -13%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$198K -$57.8K -4,364 -22%
FOA
150
Five Oceans Advisors
California
$196K -$7.71K -582 -4%

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.