WIM
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Waverton Investment Management’s HUTCHMED HCM Stock Holding History

Waverton Investment Management’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
2017
Q2 		– Sell
-140,988
Closed -$2.81M – 87
2017
Q1 		$2.81M Buy
140,988
+20,000
+17% +$300K 0.18% 53
2016
Q4 		$1.64M Buy
+120,988
New +$1.55M 0.11% 76

Other funds holding HCM

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Waverton Investment Management's HCM Position: Q2 2017 in Review

Waverton Investment Management sold out of HUTCHMED (HCM) in Q2 2017, closing a stake of 140,988 shares — an estimated $2.81M sold.

Waverton Investment Management first reported a position in HCM in Q4 2016 and held it in 2 quarters. The position peaked at $2.81M in Q1 2017. 17 funds tracked by Wall St. Rank hold HCM as of Q2 2017.

  • Waverton Investment Management reported no remaining HUTCHMED position as of Q2 2017 after selling out during the quarter.
  • Waverton Investment Management sold 140,988 HUTCHMED shares in Q2 2017, an estimated $2.81M.
  • Waverton Investment Management first reported a position in HUTCHMED in Q4 2016 and held it in 2 quarters.
  • Waverton Investment Management's HUTCHMED position peaked at $2.81M in Q1 2017.
  • 17 funds tracked by Wall St. Rank held HUTCHMED as of Q2 2017.

Based on Waverton Investment Management's 13F filing for Q2 2017, filed 11 Jul 2017.