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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$213M +$101K +6,518 +0%
Morgan Stanley
2
Morgan Stanley
New York
$81M +$7.05M +455,729 +10%
Goldman Sachs
3
Goldman Sachs
New York
$75M +$1.83M +118,088 +2%
MIP
4
Mondrian Investment Partners
United Kingdom
$61.2M
Millennium Management
5
Millennium Management
New York
$58.2M +$10.5M +677,213 +22%
Macquarie Group
6
Macquarie Group
Australia
$58.2M -$1.1M -71,257 -2%
Renaissance Technologies
7
Renaissance Technologies
New York
$50M -$6.49M -419,100 -11%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$40.1M +$1.79M +115,947 +5%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$38.3M +$2.16M +139,715 +6%
BlackRock
10
BlackRock
New York
$35.5M -$1.74M -112,430 -5%
Bank of America
11
Bank of America
North Carolina
$34M +$21M +1,354,853 +160%
Northern Trust
12
Northern Trust
Illinois
$33.9M -$1.31M -84,881 -4%
TAM
13
TFG Asset Management
Cayman Islands
$29.4M
BIP
14
Brandes Investment Partners
California
$27.9M +$568K +36,717 +2%
MAP
15
Managed Asset Portfolios
Michigan
$26.9M +$392K +25,291 +1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$23.4M +$1.26M +81,267 +6%
YDMI
17
Y.D. More Investments
Israel
$21.4M -$967K -62,460 -4%
VanEck Associates
18
VanEck Associates
New York
$19.8M +$3.51M +226,754 +22%
CCM
19
Causeway Capital Management
California
$19.2M +$1.92M +123,725 +11%
Pacer Advisors
20
Pacer Advisors
Pennsylvania
$14.3M +$452K +29,211 +3%
Wells Fargo
21
Wells Fargo
California
$11.8M +$42.5K +2,746 +0.4%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$10.4M +$168K +10,857 +2%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$8.86M -$142K -9,149 -2%
Federated Hermes
24
Federated Hermes
Pennsylvania
$8.72M -$280K -18,089 -3%
CYG
25
Clean Yield Group
Vermont
$8.17M -$169K -10,885 -2%

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.