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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
AF
201
Allworth Financial
California
$95.7K +$50.4K +3,256 +111%
GRP
202
Global Retirement Partners
California
$89.5K +$1.98K +128 +2%
HCP
203
Hexagon Capital Partners
Arkansas
$85.8K +$34K +2,199 +66%
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$69.3K
TJHA
205
Thomas J. Herzfeld Advisors
Florida
$61.9K
Citadel Advisors
206
Citadel Advisors
Florida
$57.1K -$690K -44,584 -92%
WTC
207
WhitTier Trust Company
Nevada
$57.1K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$55.4K -$45.2K -2,919 -45%
SIS
209
Strategic Investment Solutions
Illinois
$53.6K +$52.8K +3,410 +6,200%
MHR
210
Matthew Hamilton Rosenberg
$52.2K +$5.22K +337 +11%
PAM
211
Paradigm Asset Management
New York
$51.1K +$12.4K +800 +32%
DAC
212
Dividend Assets Capital
South Carolina
$50K -$133K -8,600 -73%
BTI
213
Blue Trust Inc
Georgia
$48K +$6.9K +446 +17%
HNB
214
Huntington National Bank
Ohio
$45K +$5.17K +334 +13%
LC
215
Lindbrook Capital
California
$44.7K -$44.1K -2,852 -50%
FA
216
Financial Avengers
California
$44.2K +$44.2K +2,856 New
NRG
217
Nemes Rush Group
Michigan
$42.1K
Axa
218
Axa
France
$34.6K
GWS
219
Glassman Wealth Services
Virginia
$34.1K +$5.93K +383 +21%
ST
220
Smithfield Trust
Pennsylvania
$34K
HCM
221
Highlander Capital Management
New Jersey
$33K +$33.2K +2,144 New
TRCT
222
Tower Research Capital (TRC)
New York
$32.9K -$3.75K -242 -10%
PB
223
Pinnacle Bancorp
Nebraska
$31.5K
BWP
224
Baldwin Wealth Partners
Massachusetts
$31.5K
ACA
225
Atlas Capital Advisors
Wyoming
$31.4K -$35K -2,262 -53%

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.