Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Takeda Pharmaceutical Co Ltd (TAK)

355 + 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
↑ +12
Streak
5Q ▲
Buyers last Q
68%

Smart Money Signals — TAK

Based on 358 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
358 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
+56 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

231 buying109 selling
Last quarter: 231 funds were net buyers (59 opened a brand new position + 172 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 (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 49 → 59 → 68 → 59. 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
196 out of 358 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 → 49 → 59 → 68 → 59 new funds/Q
New funds entering each quarter: 49 → 59 → 68 → 59. A growing number of institutions are discovering TAK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 9% 1-2yr ■ 29% new
Of 363 current holders: 226 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
39 of 358 holders are among the 100 largest funds by AUM, controlling 63% 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, 231 hedge funds were net buyers of TAK (59 opened a new position, 172 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. 63% of total institutional value in TAK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 358.

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 Q1 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 March 31, 2026 · 76d ago
TAK
-14.8%
XLV
+4.5%

TAK outperformed XLV by -19.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
TAK
-5.1%
XLV
+5.6%

Since the filing became public, TAK outperformed XLV by -10.7% .

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.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: TAK
355 + 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 355 346 2.6%
13F Shares 100M 86M 15.54%
Total Value $1.78B $1.38B 28.76%
New Positions 57 68 -11
Increased Positions 170 97 +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

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

355 + 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:
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 3.99% 1,798,398 $33.3M
2 Clean Yield Group 1.24% 238,365 $4.4M
3 Legacy Wealth Asset Management, LLC 0.75% 165,803 $3.1M
4 Gold Investment Management Ltd. 0.64% 111,300 $2.1M
5 Brandes Investment Partners, LP 0.58% 4,430,642 $82.1M
6 Carrera Capital Advisors 0.47% 165,122 $3.1M
7 PCM Encore, LLC 0.29% 76,905 $1.4M
8 Arjuna Capital 0.29% 62,195 $1.2M
9 First Affirmative Financial Network 0.29% 41,852 $613K
10 Keenan, LLC 0.27% 17,513 $324K
11 Corient IA LLC 0.26% 14,880 $276K
12 Larry Mathis Financial Planning, LLC 0.24% 14,187 $263K
13 Bayforest Capital Ltd 0.21% 10,291 $191K
14 Crossmark Global Holdings, Inc. 0.21% 777,148 $14.4M
15 Adage Capital Partners GP, L.L.C. 0.18% 6,424,984 $119.0M
16 Gallacher Capital Management LLC 0.17% 24,520 $454K
17 Abel Hall, LLC 0.13% 34,099 $632K
18 Cornerstone Select Advisors, LLC 0.13% 11,492 $213K
19 Probity Advisors, Inc. 0.13% 43,523 $806K
20 MPS Loria Financial Planners, LLC 0.13% 25,746 $477K
21 Bleakley Financial Group, LLC 0.13% 431,602 $8.0M
22 Sivia Capital Partners, LLC 0.12% 34,760 $644K
23 Bridgefront Capital, LLC 0.12% 26,406 $489K
24 Rexford Capital Inc 0.11% 8,440 $156K
25 SmartHarvest Portfolios, LLC 0.11% 13,905 $258K
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: 231 funds were net buyers (59 opened a brand new position + 172 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 — 63% AUM from top-100 funds: 39 of 358 holders are among the 100 largest funds by AUM, controlling 63% 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: 196 out of 358 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 Q1 hedge fund 13F filings?

As of today, TAK has moved -5.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.6% for the XLV sector ETF — an outperformance of -10.7%. Since the quarter end (March 31, 2026), TAK has gained -14.8% vs +4.5% 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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