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Next Financial Group’s HUTCHMED HCM Stock Holding History

Next Financial Group’s Portfolio HCM Stock Details HCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$3K Buy
66
+26
+65% +$845 ﹤0.01% 2531
2021
Q3 		$1K Buy
+40
New +$1.57K ﹤0.01% 2624

Other funds holding HCM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ZAM
Zeal Asset Management Central, Hong Kong $39.4M AUM 38.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's HCM Position: Q4 2021 in Review

Next Financial Group increased its HUTCHMED (HCM) stake by 65% in Q4 2021, buying an estimated $845 and bringing the position to 66 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2531.

Next Financial Group first reported a position in HCM in Q3 2021 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold HCM as of Q4 2021.

  • Next Financial Group held 66 shares of HUTCHMED worth $3K as of Q4 2021.
  • Next Financial Group bought 26 HUTCHMED shares in Q4 2021, an estimated $845.
  • HUTCHMED made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2531 holding.
  • Next Financial Group first reported a position in HUTCHMED in Q3 2021 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held HUTCHMED as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.