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Takeda Pharmaceutical

310 hedge funds and large institutions have $1.32B invested in Takeda Pharmaceutical in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 97 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

647% more call options, than puts

Call options by funds: $44.7M | Put options by funds: $5.98M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

3% more funds holding

Funds holding: 300310 (+10)

0.2% less ownership

Funds ownership: 5.5%5.31% (-0.2%)

4% less capital invested

Capital invested by funds: $1.38B → $1.32B (-$60.3M)

7% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 97

Holders
310
Holders Change
+10
Holders Change %
+3.33%
% of All Funds
4.87%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
41
Increased
90
Reduced
97
Closed
28
Calls
$44.7M
Puts
$5.98M
Net Calls
+$38.7M
Net Calls Change
+$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$217M +$3.41M +208,381 +2%
Morgan Stanley
2
Morgan Stanley
New York
$75.1M +$3.23M +197,001 +4%
Goldman Sachs
3
Goldman Sachs
New York
$74.3M +$6.23M +380,221 +9%
MIP
4
Mondrian Investment Partners
United Kingdom
$64.1M
Macquarie Group
5
Macquarie Group
Australia
$60.2M -$1.28M -77,980 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$57.3M +$11.1M +676,600 +23%
Millennium Management
7
Millennium Management
New York
$48.5M -$12.4M -754,816 -20%
CI
8
Clal Insurance
Israel
$43.7M -$26M -1,586,942 -36%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$38.9M -$256K -15,618 -0.6%
BlackRock
10
BlackRock
New York
$37.8M -$2.28M -139,117 -5%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$36.7M +$20.9M +1,276,920 +121%
Northern Trust
12
Northern Trust
Illinois
$35.7M -$7.96K -486 -0%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$33.4M -$6.61M -403,297 -16%
TAM
14
TFG Asset Management
Cayman Islands
$29.9M
BIP
15
Brandes Investment Partners
California
$27.7M -$863K -52,653 -3%
MAP
16
Managed Asset Portfolios
Michigan
$26.9M +$3.98M +243,173 +17%
YDMI
17
Y.D. More Investments
Israel
$22.7M -$898K -54,801 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$22.5M -$53.5M -3,267,934 -70%
CCM
19
Causeway Capital Management
California
$17.6M -$144K -8,782 -0.8%
VanEck Associates
20
VanEck Associates
New York
$16.5M +$568K +34,691 +3%
Jane Street
21
Jane Street
New York
$15.7M +$15.4M +941,577 +1,693%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$14.1M -$11.1M -679,335 -43%
CFM
23
Capricorn Fund Managers
United Kingdom
$13.6M +$14.2M +868,417 New
Bank of America
24
Bank of America
North Carolina
$13.3M -$7.4M -451,412 -35%
Wells Fargo
25
Wells Fargo
California
$11.9M -$2.22M -135,409 -15%

TAK Hedge Fund Activity: Q2 2023 in Review

310 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q2 2023, worth a combined $1.32B — down 4.4% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TAK positions and 28 closed out — a net gain of 13 holders — while 90 added to existing stakes and 97 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $20.9M. The largest seller was Envestnet Asset Management, cutting an estimated $53.5M.

  • 310 institutional investors held Takeda Pharmaceutical (TAK) as of Q2 2023, up from 300 in Q1 2023.
  • Funds reported $1.32B of Takeda Pharmaceutical stock for Q2 2023, down 4.4% quarter-over-quarter.
  • 41 funds opened new Takeda Pharmaceutical positions in Q2 2023 and 28 closed out, a net change of +13 holders.
  • The largest Takeda Pharmaceutical buyer in Q2 2023 was Arrowstreet Capital, an estimated $20.9M added.
  • The largest Takeda Pharmaceutical seller in Q2 2023 was Envestnet Asset Management, an estimated $53.5M sold.

Based on aggregated 13F filings for Q2 2023.