We are live on ! Find out more
TAK icon

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
BHPW
126
Beverly Hills Private Wealth
California
$366K -$62.5K -4,409 -15%
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$366K -$58.7K -4,135 -14%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$364K +$70K +4,937 +24%
TFGT
129
TS Financial Group (TSFG)
Illinois
$358K -$6.94K -489 -2%
Nomura Holdings
130
Nomura Holdings
Japan
$356K +$355K +25,000 New
FCI
131
Financial Counselors Inc
Kansas
$353K -$4.33K -305 -1%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$343K -$27.9K -1,966 -8%
AWA
133
Aaron Wealth Advisors
Illinois
$332K +$44.9K +3,162 +16%
CL
134
Choreo LLC
Illinois
$328K +$7.7K +543 +2%
Citigroup
135
Citigroup
New York
$325K -$66.3K -4,676 -17%
IC
136
Inscription Capital
Texas
$322K +$1.33K +94 +0.4%
BWP
137
BSW Wealth Partners
Colorado
$314K +$42.4K +2,992 +16%
Kovitz Investment Group Partners
138
Kovitz Investment Group Partners
Illinois
$314K +$23.7K +1,670 +7%
PAS
139
Park Avenue Securities
New York
$307K -$94.6K -6,670 -24%
Osaic Holdings
140
Osaic Holdings
Arizona
$296K -$9.77K -689 -3%
BCWM
141
Bartlett & Co Wealth Management
Ohio
$296K
GM
142
GeoWealth Management
Illinois
$293K -$32.1K -2,264 -10%
S
143
SimplyRich
California
$289K +$289K +20,375 New
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$286K -$53.4K -3,765 -16%
CHP
145
Cable Hill Partners
Oregon
$274K +$21.7K +1,531 +9%
RIL
146
Rothschild Investment LLC
Illinois
$272K -$78K -5,500 -22%
CC
147
Centiva Capital
New York
$265K +$264K +18,630 New
WFI
148
West Family Investments
California
$254K +$253K +17,830 New
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$253K +$97.2K +6,852 +63%
GCM
150
Gallacher Capital Management
Colorado
$245K -$2K -141 -0.8%

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.