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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$224M +$174M +10,903,323 +407%
Morgan Stanley
2
Morgan Stanley
New York
$75.5M +$910K +57,112 +1%
CI
3
Clal Insurance
Israel
$71.9M
Goldman Sachs
4
Goldman Sachs
New York
$71.7M +$6.32M +396,999 +10%
MIP
5
Mondrian Investment Partners
United Kingdom
$67.3M -$4.56M -286,000 -7%
Macquarie Group
6
Macquarie Group
Australia
$64.4M +$1.16M +72,745 +2%
Millennium Management
7
Millennium Management
New York
$63.3M +$25.5M +1,601,601 +72%
Renaissance Technologies
8
Renaissance Technologies
New York
$49M +$1.74M +109,000 +4%
BlackRock
9
BlackRock
New York
$42M +$7.33M +460,180 +22%
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$41.7M -$4.04M -253,903 -9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$41.1M +$3.01M +189,141 +8%
Northern Trust
12
Northern Trust
Illinois
$37.5M -$1.68M -105,217 -4%
TAM
13
TFG Asset Management
Cayman Islands
$31.4M
BIP
14
Brandes Investment Partners
California
$30M +$27.1M +1,699,552 +1,435%
Barclays
15
Barclays
United Kingdom
$27.9M +$51K +3,200 +0.2%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$26M +$8.77M +550,572 +54%
YDMI
17
Y.D. More Investments
Israel
$24.7M +$7.06M +443,181 +42%
MAP
18
Managed Asset Portfolios
Michigan
$24.2M -$23.5K -1,476 -0.1%
Bank of America
19
Bank of America
North Carolina
$21.4M +$7.01M +440,000 +51%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$19.3M +$57.2M +3,593,286 +325%
CCM
21
Causeway Capital Management
California
$18.6M -$3.2M -200,676 -15%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$17.4M -$45.3M -2,847,021 -73%
VanEck Associates
23
VanEck Associates
New York
$16.8M -$12.2M -768,351 -43%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$16.8M -$1.78M -111,604 -10%
Wells Fargo
25
Wells Fargo
California
$14.7M -$570K -35,763 -4%

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.