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HUTCHMED

38 hedge funds and large institutions have $392M invested in HUTCHMED in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

4.58% more ownership

Funds ownership: 15.38%19.96% (+4.6%)

3% more funds holding

Funds holding: 3738 (+1)

3% less capital invested

Capital invested by funds: $403M → $392M (-$10.5M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
6
Increased
18
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Prudential plc
United Kingdom
$115M +$60.7M +1,706,618 +78%
KPC
2
Karst Peak Capital
Hong Kong
$59.3M +$28.4M +800,000 +66%
O
3
OppenheimerFunds
New York
$49.8M -$256K -7,210 -0.4%
JP Morgan Chase
4
JP Morgan Chase
New York
$45.2M +$9.77M +274,658 +22%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$37.9M +$4.53M +127,279 +11%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$17.2M +$2.25M +63,272 +12%
AIM
7
AIA Investment Management
Singapore
$9.21M
BG
8
Bellevue Group
Switzerland
$8.94M +$5.99M +168,570 +126%
Allianz Asset Management
9
Allianz Asset Management
Germany
$7.03M +$2.23M +62,673 +36%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$6.09M -$11.2K -314 -0.2%
GCP
11
GSA Capital Partners
United Kingdom
$5.95M +$3.93M +110,668 +122%
HFM
12
Harvest Fund Management
China
$4.85M -$3.48M -97,976 -37%
Renaissance Technologies
13
Renaissance Technologies
New York
$4.43M +$2.84M +80,000 +115%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$3.19M
PSCM
15
Prince Street Capital Management
New York
$2.41M +$715K +20,100 +33%
Deutsche Bank
16
Deutsche Bank
Germany
$1.9M +$1.22M +34,448 +116%
AAMU
17
Amundi Asset Management US
Massachusetts
$1.61M +$92.4K +2,600 +5%
AQR Capital Management
18
AQR Capital Management
Connecticut
$1.44M +$1.2M +33,804 +225%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.35M -$2.07M -58,182 -56%
FHAM
20
Folger Hill Asset Management
New York
$1.26M -$625K -17,570 -29%
JCP
21
Jabre Capital Partners
Switzerland
$1.16M +$179K +5,029 +15%
Millennium Management
22
Millennium Management
New York
$1.01M +$1.21M +34,129 New
DekaBank Deutsche Girozentrale
23
DekaBank Deutsche Girozentrale
Germany
$866K +$1.07M +30,000 New
Wells Fargo
24
Wells Fargo
California
$801K -$245K -6,878 -20%
ICP
25
Indus Capital Partners
New York
$733K

HCM Hedge Fund Activity: Q1 2018 in Review

38 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HUTCHMED (HCM) for Q1 2018, worth a combined $392M — down 2.6% from $403M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HCM positions and 5 closed out — a net gain of 1 holder — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Prudential plc, adding an estimated $60.7M. The largest seller was Matthews International Capital Management, exiting entirely with an estimated $10M sold.

  • 38 institutional investors held HUTCHMED (HCM) as of Q1 2018, up from 37 in Q4 2017.
  • Funds reported $392M of HUTCHMED stock for Q1 2018, down 2.6% quarter-over-quarter.
  • 6 funds opened new HUTCHMED positions in Q1 2018 and 5 closed out, a net change of +1 holder.
  • The largest HUTCHMED buyer in Q1 2018 was Prudential plc, an estimated $60.7M added.
  • The largest HUTCHMED seller in Q1 2018 was Matthews International Capital Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2018.