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Takeda Pharmaceutical

298 hedge funds and large institutions have $1.02B invested in Takeda Pharmaceutical in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 118 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,086% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $2.37M

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

40% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 84

5% more funds holding

Funds holding: 283298 (+15)

0.23% more ownership

Funds ownership: 4.56%4.79% (+0.23%)

11% less capital invested

Capital invested by funds: $1.15B → $1.02B (-$129M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
298
Holders Change
+15
Holders Change %
+5.3%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
118
Reduced
84
Closed
28
Calls
$28.2M
Puts
$2.37M
Net Calls
+$25.8M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$187M +$150K +10,596 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$76.1M +$5.22M +367,945 +7%
MIP
3
Mondrian Investment Partners
United Kingdom
$71.3M -$37.5M -2,644,293 -34%
Goldman Sachs
4
Goldman Sachs
New York
$64.9M +$12M +843,350 +23%
Millennium Management
5
Millennium Management
New York
$48.4M -$13.3M -939,545 -22%
BIP
6
Brandes Investment Partners
California
$46M +$8.46M +596,577 +23%
Renaissance Technologies
7
Renaissance Technologies
New York
$45.8M +$3.74M +264,000 +9%
First Trust Advisors
8
First Trust Advisors
Illinois
$45.2M +$45.1M +3,178,214 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$41.4M +$4.06M +286,052 +11%
VanEck Associates
10
VanEck Associates
New York
$30.1M +$1.91M +134,407 +7%
BlackRock
11
BlackRock
New York
$26.9M +$6.44M +454,325 +32%
Northern Trust
12
Northern Trust
Illinois
$23.3M +$637K +44,902 +3%
MAP
13
Managed Asset Portfolios
Michigan
$23M +$57.7K +4,069 +0.3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$20.6M -$539K -37,972 -3%
CCM
15
Causeway Capital Management
California
$18.2M -$1.04M -72,972 -5%
Wells Fargo
16
Wells Fargo
California
$13.9M +$1.51M +106,335 +12%
Bank of America
17
Bank of America
North Carolina
$12.7M +$415K +29,223 +3%
Federated Hermes
18
Federated Hermes
Pennsylvania
$7.72M +$2.3M +161,880 +43%
CAC
19
Cowen and Company
New York
$7.55M
SCM
20
Soleus Capital Management
Connecticut
$7.11M +$7.09M +500,000 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6.6M +$623K +43,920 +10%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$6.5M -$157K -11,071 -2%
Stifel Financial
23
Stifel Financial
Missouri
$6.27M +$3.19M +224,594 +104%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$6.12M +$60.7K +4,280 +1%
EI
25
Ethic Inc
New York
$6.11M -$228K -16,055 -4%

TAK Hedge Fund Activity: Q3 2024 in Review

298 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Takeda Pharmaceutical (TAK) for Q3 2024, worth a combined $1.02B — down 11% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new TAK positions and 28 closed out — a net gain of 17 holders — while 118 added to existing stakes and 84 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $45.1M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $204M sold.

  • 298 institutional investors held Takeda Pharmaceutical (TAK) as of Q3 2024, up from 283 in Q2 2024.
  • Funds reported $1.02B of Takeda Pharmaceutical stock for Q3 2024, down 11% quarter-over-quarter.
  • 45 funds opened new Takeda Pharmaceutical positions in Q3 2024 and 28 closed out, a net change of +17 holders.
  • The largest Takeda Pharmaceutical buyer in Q3 2024 was First Trust Advisors, an estimated $45.1M added.
  • The largest Takeda Pharmaceutical seller in Q3 2024 was Groupama Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2024.