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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
PAM
201
Paradigm Asset Management
New York
$41.2K
ST
202
Smithfield Trust
Pennsylvania
$37K
Axa
203
Axa
France
$36.8K +$350 +22 +1%
PB
204
Pinnacle Bancorp
Nebraska
$33.6K
BWP
205
Baldwin Wealth Partners
Massachusetts
$33.5K
BNP Paribas Financial Markets
206
BNP Paribas Financial Markets
France
$33.3K +$16.9K +1,062 +111%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$31.2K +$7.25K +455 +32%
CB
208
Centennial Bank
Arkansas
$31K
GWS
209
Glassman Wealth Services
Virginia
$29.6K +$2.83K +178 +11%
EWA
210
EverSource Wealth Advisors
Alabama
$29K +$11.6K +728 +71%
Deutsche Bank
211
Deutsche Bank
Germany
$28.1K
FP
212
Financial Perspectives
Minnesota
$23.7K
CWM
213
Cranbrook Wealth Management
Michigan
$21.6K
FHA
214
First Horizon Advisors
Tennessee
$20.9K +$10.4K +655 +107%
JWA
215
JFS Wealth Advisors
Pennsylvania
$20.1K -$2.92K -183 -13%
SSC
216
Syverson Strege & Co
Iowa
$19.9K +$19.2K +1,208 New
AWM
217
Accel Wealth Management
Iowa
$19.8K
MA
218
Montag & Associates
Georgia
$19K
AAP
219
Arax Advisory Partners
Colorado
$19K +$18.4K +1,152 New
JEST
220
JTC Employer Solutions Trustee
Jersey
$16K
SSG
221
Summit Securities Group
New York
$15K -$53K -3,325 -79%
WWP
222
WR Wealth Planners
Missouri
$14.8K +$14.3K +898 New
BF
223
BOK Financial
Oklahoma
$13.1K +$12.7K +796 New
OC
224
Oakworth Capital
Alabama
$12.3K
BAM
225
Belpointe Asset Management
Nevada
$11.5K +$4.46K +280 +67%

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.