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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
EMG
176
ETF Managers Group
New Jersey
$148K +$143K +9,004 New
SS
177
Sunbelt Securities
Texas
$144K +$140K +8,788 New
LC
178
Lindbrook Capital
California
$123K +$46.8K +2,935 +65%
IWP
179
Icon Wealth Partners
Texas
$122K +$118K +7,410 New
ASN
180
Advisory Services Network
Georgia
$119K +$717 +45 +0.6%
Russell Investments Group
181
Russell Investments Group
United Kingdom
$116K -$1.58M -99,028 -93%
CIM
182
Contravisory Investment Management
Massachusetts
$104K +$9.41K +591 +10%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$101K +$20.2K +1,267 +26%
GRP
184
Global Retirement Partners
California
$95.1K +$24.5K +1,535 +37%
PA
185
Parallel Advisors
California
$83.6K +$25.9K +1,623 +47%
BTI
186
Blue Trust Inc
Georgia
$78K -$36.9K -2,319 -32%
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.9K +$28.7K +1,800 +64%
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$75.5K
KTC
189
Kistler-Tiffany Companies
Pennsylvania
$71.1K +$37.5K +2,352 +120%
HCP
190
Hexagon Capital Partners
Arkansas
$70.1K +$6K +377 +10%
TJHA
191
Thomas J. Herzfeld Advisors
Florida
$65.9K
WTC
192
WhitTier Trust Company
Nevada
$61.4K
EAM
193
Erste Asset Management
Austria
$60.1K +$58.5K +3,674 New
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$56.7K +$7.44K +467 +16%
AF
195
Allworth Financial
California
$50.4K +$4.24K +266 +10%
TRCT
196
Tower Research Capital (TRC)
New York
$47K +$8.39K +527 +23%
UB
197
UMB Bank
Missouri
$44.9K +$20.8K +1,306 +92%
ACA
198
Atlas Capital Advisors
Wyoming
$44.9K +$43.4K +2,724 New
MHR
199
Matthew Hamilton Rosenberg
$44.8K
HNB
200
Huntington National Bank
Ohio
$41.5K -$21.4K -1,341 -35%

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.