We are live on ! Find out more
TAK icon

Takeda Pharmaceutical

312 hedge funds and large institutions have $1.24B invested in Takeda Pharmaceutical in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $4.14M

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

22% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 92

1% more funds holding

Funds holding: 310312 (+2)

0.23% less ownership

Funds ownership: 5.31%5.08% (-0.23%)

6% less capital invested

Capital invested by funds: $1.32B → $1.24B (-$76.5M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
312
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
4.95%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
39
Increased
112
Reduced
92
Closed
30
Calls
$44.1M
Puts
$4.14M
Net Calls
+$40M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FOA
151
Five Oceans Advisors
California
$285K -$32.1K -2,075 -10%
AWA
152
Aaron Wealth Advisors
Illinois
$285K +$80.3K +5,185 +39%
PA
153
Probity Advisors
Texas
$271K +$44.2K +2,853 +19%
BWP
154
BSW Wealth Partners
Colorado
$262K -$189K -12,184 -42%
AA
155
AlphaQ Advisors
Florida
$257K -$118K -7,639 -32%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$254K +$13.7K +883 +6%
S
157
SimplyRich
California
$250K +$251K +16,191 New
CCA
158
Checchi Capital Advisers
California
$249K +$25.3K +1,633 +11%
SG Americas Securities
159
SG Americas Securities
New York
$248K +$105K +6,775 +73%
GCM
160
Gallacher Capital Management
Colorado
$239K +$3.41K +220 +1%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$230K -$557 -36 -0.2%
GT
162
Greenleaf Trust
Michigan
$219K +$33.6K +2,168 +18%
DC
163
Davenport & Co
Virginia
$214K -$3.06K -198 -1%
CCIA
164
Campbell & Co Investment Adviser
Maryland
$212K +$212K +13,674 New
SW
165
SVB Wealth
Massachusetts
$210K -$12.3K -793 -6%
CAN
166
Cetera Advisor Networks
California
$208K +$1.18K +76 +0.6%
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$203K +$156K +10,068 +327%
PFO
168
Pathstone Family Office
New Jersey
$203K +$203K +13,094 New
Prudential Financial
169
Prudential Financial
New Jersey
$201K +$201K +12,988 New
CAM
170
Cozad Asset Management
Illinois
$194K -$4.78K -309 -2%
KAS
171
Kestra Advisory Services
Texas
$188K -$4.01K -259 -2%
BPA
172
Beacon Pointe Advisors
California
$185K +$9.06K +585 +5%
ML
173
McAdam LLC
Pennsylvania
$182K +$183K +11,796 New
SRC
174
Sage Rhino Capital
California
$182K +$12.9K +831 +8%
William Blair & Company
175
William Blair & Company
Illinois
$181K

TAK Hedge Fund Activity: Q3 2023 in Review

312 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q3 2023, worth a combined $1.24B — down 5.8% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new TAK positions and 30 closed out — a net gain of 9 holders — while 112 added to existing stakes and 92 trimmed.

The largest buyer was Bank of America, adding an estimated $21M. The largest seller was Clal Insurance, cutting an estimated $42.3M.

  • 312 institutional investors held Takeda Pharmaceutical (TAK) as of Q3 2023, up from 310 in Q2 2023.
  • Funds reported $1.24B of Takeda Pharmaceutical stock for Q3 2023, down 5.8% quarter-over-quarter.
  • 39 funds opened new Takeda Pharmaceutical positions in Q3 2023 and 30 closed out, a net change of +9 holders.
  • The largest Takeda Pharmaceutical buyer in Q3 2023 was Bank of America, an estimated $21M added.
  • The largest Takeda Pharmaceutical seller in Q3 2023 was Clal Insurance, an estimated $42.3M sold.

Based on aggregated 13F filings for Q3 2023.