Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Takeda Pharmaceutical Co Ltd (TAK)

358 + Investors. Track Smart Money conviction in TAK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
5Q ▲
Buyers last Q
68%

Smart Money Signals — TAK

Based on 360 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added TAK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
360 hedge funds hold TAK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

233 buying109 selling
Last quarter: 233 funds were net buyers (60 opened a brand new position + 173 added to an existing one). Only 109 were sellers (62 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 50 → 59 → 68 → 60. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 23% medium ■ 22% new
197 out of 360 hedge funds have held TAK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

57 → 50 → 59 → 68 → 60 new funds/Q
New funds entering each quarter: 50 → 59 → 68 → 60. A growing number of institutions are discovering TAK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 29% newcomers

■ 62% veterans ■ 9% 1-2yr ■ 29% new
Entry-cohort mix of 365 holders: 227 (62%) are 2+ year veterans, 32 entered 1–2 years ago, and 106 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
41 of 359 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in TAK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TAK

In 2026 Q1, 233 hedge funds were net buyers of TAK (60 opened a new position, 173 added to an existing one), while 109 reduced or exited (62 trimmed, 47 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 67% of total institutional value in TAK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 360.

Hedge Fund Ownership: TAK

How many hedge funds hold TAK — quarterly history vs. share price
Quarterly hedge fund ownership of TAK vs. share price

Market Analysis: TAK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TAK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Takeda Pharmaceutical Co Ltd (TAK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TAK has moved relative to its sector benchmark (XLV) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
TAK
+10.0%
XLV
+5.5%

TAK outperformed XLV by +4.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
TAK
+0.0%
XLV
+0.0%

Since the filing became public, TAK outperformed XLV by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: TAK
2026 Q2 Stats Unlock in 3 days 358 + Investors

Track Smart Money conviction in TAK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 358 347 3.17%
13F Shares 100M 86M 15.54%
Total Value $1.78B $1.38B 28.76%
New Positions 60 68 -8
Increased Positions 171 98 +73
Closed Positions 48 44 +4
Reduced Positions 59 123 -64
Total Calls 4 4 -
Total Puts 2 2 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: TAK

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q2)

358 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TAK. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 TAK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Managed Asset Portfolios, LLC 3.34% 1,823,884 $29.2M
2 Clean Yield Group 0.91% 227,988 $3.7M
3 PFM Health Sciences, LP 0.61% 444,173 $7.1M
4 Legacy Wealth Asset Management, LLC 0.56% 160,171 $2.6M
5 Brandes Investment Partners, LP 0.51% 4,539,347 $72.8M
6 Gold Investment Management Ltd. 0.46% 105,849 $1.7M
7 Carrera Capital Advisors 0.40% 167,167 $2.7M
8 Dorsey Wright & Associates 0.26% 94,276 $1.5M
9 PCM Encore, LLC 0.21% 76,278 $1.2M
10 Keenan, LLC 0.20% 17,513 $281K
11 Larry Mathis Financial Planning, LLC 0.19% 14,633 $235K
12 Gallacher Capital Management LLC 0.18% 19,955 $320K
13 Crossmark Global Holdings, Inc. 0.16% 783,835 $12.6M
14 Adage Capital Partners GP, L.L.C. 0.14% 6,050,771 $97.0M
15 Burns Matteson Capital Management, LLC 0.13% 26,474 $424K
16 SmartHarvest Portfolios, LLC 0.13% 25,526 $409K
17 Sivia Capital Partners, LLC 0.13% 64,459 $1.0M
18 Abel Hall, LLC 0.11% 40,603 $651K
19 AdvisorShares Investments LLC 0.11% 56,930 $913K
20 Probity Advisors, Inc. 0.11% 46,692 $748K
21 Cornerstone Select Advisors, LLC 0.10% 14,194 $228K
22 MPS Loria Financial Planners, LLC 0.09% 25,746 $413K
23 Bleakley Financial Group, LLC 0.09% 432,956 $6.9M
24 Naviter Wealth, LLC 0.09% 59,492 $970K
25 Rexford Capital Inc 0.08% 8,370 $134K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Takeda Pharmaceutical Co Ltd (TAK)

What does the Smart Money Trend signal show for TAK?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added TAK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TAK?

More buyers than sellers — 68% buying: Last quarter: 233 funds were net buyers (60 opened a brand new position + 173 added to an existing one). Only 109 were sellers (62 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TAK holders?

Elite ownership — 67% AUM from top-100 funds: 41 of 359 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in TAK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TAK?

55% of holders stayed for 2+ years: 197 out of 360 hedge funds have held TAK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Takeda Pharmaceutical Co Ltd (TAK) following the 2026 Q2 hedge fund 13F filings?

As of today, TAK has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), TAK has gained +10.0% vs +5.5% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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