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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
Franklin Resources
151
Franklin Resources
California
$244K +$242K +17,028 New
P
152
&Partners
Tennessee
$238K +$75.9K +5,351 +47%
Neuberger Berman Group
153
Neuberger Berman Group
New York
$236K +$86.5K +6,100 +58%
DWT
154
Dorsey & Whitney Trust
South Dakota
$232K +$6.41K +452 +3%
FAFN
155
First Affirmative Financial Network
Colorado
$226K +$225K +15,866 New
EC
156
EntryPoint Capital
New York
$225K +$224K +15,804 New
PWPS
157
Pinnacle Wealth Planning Services
Ohio
$224K -$23K -1,624 -9%
AI
158
Atria Investments
North Carolina
$221K -$91K -6,415 -29%
FOA
159
Five Oceans Advisors
California
$215K
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$213K -$1.6M -112,855 -88%
AA
161
Addison Advisors
Vermont
$208K +$186K +13,091 +863%
DC
162
Davenport & Co
Virginia
$205K -$1.72K -121 -0.8%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$203K +$203K +14,292 New
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$189K -$28.4K -2,001 -13%
ML
165
McAdam LLC
Pennsylvania
$183K +$183K +12,872 New
ECM
166
Evergreen Capital Management
Washington
$182K +$182K +12,802 New
CFGS
167
Concourse Financial Group Securities
Alabama
$177K -$13K -919 -7%
P
168
Pitcairn
Pennsylvania
$177K -$1.63K -115 -0.9%
OMC
169
Old Mission Capital
Illinois
$175K -$2.99M -210,768 -94%
PAG
170
Private Advisor Group
New Jersey
$174K +$7.38K +520 +4%
VA
171
Vident Advisory
Georgia
$171K +$12.5K +879 +8%
QCG
172
Quadrant Capital Group
Ohio
$165K +$29.1K +2,049 +21%
BRWA
173
B. Riley Wealth Advisors
Florida
$163K +$162K +11,435 New
IC
174
IEQ Capital
California
$162K +$6.21K +438 +4%
William Blair & Company
175
William Blair & Company
Illinois
$160K -$11.9K -840 -7%

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.