Ray Dalio
HCM icon

Ray Dalio’s HUTCHMED HCM Stock Holding History

Ray Dalio’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
2023
Q3 		– Sell
-11,871
Closed -$142K – 771
2023
Q2 		$142K Sell
11,871
-106,374
-90% -$1.45M ﹤0.01% 693
2023
Q1 		$1.54M Sell
118,245
-55,352
-32% -$907K 0.01% 503
2022
Q4 		$2.57M Sell
173,597
-159,372
-48% -$1.74M 0.01% 489
2022
Q3 		$2.95M Buy
332,969
+17,007
+5% +$214K 0.01% 481
2022
Q2 		$3.99M Sell
315,962
-2,272
-0.7% -$28.9K 0.02% 546
2022
Q1 		$6.02M Buy
318,234
+105,134
+49% +$2.68M 0.02% 415
2021
Q4 		$7.48M Buy
213,100
+42,549
+25% +$1.38M 0.04% 227
2021
Q3 		$6.24M Buy
170,551
+81,634
+92% +$3.21M 0.03% 263
2021
Q2 		$3.49M Sell
88,917
-2,444
-3% -$70.6K 0.02% 399
2021
Q1 		$2.58M Sell
91,361
-29,548
-24% -$942K 0.02% 263
2020
Q4 		$3.87M Buy
120,909
+10,004
+9% +$308K 0.03% 222
2020
Q3 		$3.58M Buy
110,905
+36,259
+49% +$1.13M 0.04% 175
2020
Q2 		$2.06M Buy
74,646
+58,513
+363% +$1.27M 0.03% 100
2020
Q1 		$288K Sell
16,133
-689
-4% -$16.6K 0.01% 346
2019
Q4 		$422K Buy
16,822
+324
+2% +$7.09K ﹤0.01% 433
2019
Q3 		$294K Buy
16,498
+1,569
+11% +$32.7K ﹤0.01% 308
2019
Q2 		$328K Buy
+14,929
New +$426K ﹤0.01% 289

Other funds holding HCM

MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Ray Dalio's HCM Position: Q3 2023 in Review

Ray Dalio sold out of HUTCHMED (HCM) in Q3 2023, closing a stake of 11,871 shares — an estimated $142K sold.

Ray Dalio first reported a position in HCM in Q2 2019 and held it in 17 quarters. The position peaked at $7.48M in Q4 2021. 65 funds tracked by Wall St. Rank hold HCM as of Q3 2023.

  • Ray Dalio reported no remaining HUTCHMED position as of Q3 2023 after selling out during the quarter.
  • Ray Dalio sold 11,871 HUTCHMED shares in Q3 2023, an estimated $142K.
  • Ray Dalio first reported a position in HUTCHMED in Q2 2019 and held it in 17 quarters.
  • Ray Dalio's HUTCHMED position peaked at $7.48M in Q4 2021.
  • 65 funds tracked by Wall St. Rank held HUTCHMED as of Q3 2023.

Based on Bridgewater Associates's 13F filing for Q3 2023, filed 13 Nov 2023.