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HUTCHMED

38 hedge funds and large institutions have $470M invested in HUTCHMED in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

20% more capital invested

Capital invested by funds: $392M → $470M (+$77.8M)

3.44% more ownership

Funds ownership: 19.96%23.41% (+3.4%)

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
4
Increased
16
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Prudential plc
United Kingdom
$124M +$6.82M +214,640 +6%
O
2
OppenheimerFunds
New York
$89.6M +$40.9M +1,288,177 +76%
KPC
3
Karst Peak Capital
Hong Kong
$55.5M -$5.18M -163,269 -8%
JP Morgan Chase
4
JP Morgan Chase
New York
$47.8M +$1.84M +57,981 +4%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$46.3M +$7.44M +234,197 +18%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$35.4M +$18.8M +592,370 +102%
AIM
7
AIA Investment Management
Singapore
$10M +$687K +21,625 +7%
BG
8
Bellevue Group
Switzerland
$10M +$956K +30,116 +10%
Allianz Asset Management
9
Allianz Asset Management
Germany
$9.15M +$2.09M +65,756 +28%
GCP
10
GSA Capital Partners
United Kingdom
$6.7M +$669K +21,077 +10%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$6.17M -$46.9K -1,477 -0.7%
AA
12
ALPS Advisors
Colorado
$5.79M +$6.1M +191,933 New
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$3.66M +$424K +13,345 +12%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.33M +$2.06M +64,917 +142%
State of New Jersey Common Pension Fund D
15
State of New Jersey Common Pension Fund D
New Jersey
$2.65M +$2.79M +87,945 New
PSCM
16
Prince Street Capital Management
New York
$2.45M
AAMU
17
Amundi Asset Management US
Massachusetts
$1.65M
FHAM
18
Folger Hill Asset Management
New York
$1.32M +$33.9K +1,068 +2%
JCP
19
Jabre Capital Partners
Switzerland
$1.12M -$64.4K -2,029 -5%
Wells Fargo
20
Wells Fargo
California
$834K +$17.5K +552 +2%
DekaBank Deutsche Girozentrale
21
DekaBank Deutsche Girozentrale
Germany
$826K -$95.3K -3,000 -10%
Millennium Management
22
Millennium Management
New York
$814K -$226K -7,125 -21%
ICP
23
Indus Capital Partners
New York
$747K
MCM
24
McKinley Capital Management
Alaska
$700K -$32.3K -1,016 -4%
PG
25
Pendal Group
Australia
$548K +$39.1K +1,230 +7%

HCM Hedge Fund Activity: Q2 2018 in Review

38 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in HUTCHMED (HCM) for Q2 2018, worth a combined $470M — up 20% from $392M a quarter earlier.

Fund positioning in HCM was balanced in Q2 2018: 4 funds opened new positions, 4 closed out, 16 added to existing stakes and 13 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $40.9M. The largest seller was Karst Peak Capital, cutting an estimated $5.18M.

  • 38 institutional investors held HUTCHMED (HCM) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $470M of HUTCHMED stock for Q2 2018, up 20% quarter-over-quarter.
  • 4 funds opened new HUTCHMED positions in Q2 2018 and 4 closed out, a net change of 0 holders.
  • The largest HUTCHMED buyer in Q2 2018 was OppenheimerFunds, an estimated $40.9M added.
  • The largest HUTCHMED seller in Q2 2018 was Karst Peak Capital, an estimated $5.18M sold.

Based on aggregated 13F filings for Q2 2018.