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HUTCHMED

84 hedge funds and large institutions have $413M invested in HUTCHMED in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $264M → $413M (+$149M)

1.23% less ownership

Funds ownership: 4.43%3.2% (-1.2%)

21% less funds holding

Funds holding: 10784 (-23)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

52% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 44

88% less call options, than puts

Call options by funds: $39K | Put options by funds: $317K

Holders
84
Holders Change
-23
Holders Change %
-21.5%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
20
Reduced
31
Closed
44
Calls
$39K
Puts
$317K
Net Calls
-$278K
Net Calls Change
-$278K
Name Holding Trade Value Shares
Change
Change in
Stake
MGIM
1
M&G Investment Management
United Kingdom
$113M -$11.6M -1,063,430 -12%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$68.8M +$3.46M +316,388 +7%
GA
3
General Atlantic
New York
$59.1M
Allianz Asset Management
4
Allianz Asset Management
Germany
$32.3M +$4.6M +421,241 +24%
BG
5
Bellevue Group
Switzerland
$28.4M +$241K +22,069 +1%
Millennium Management
6
Millennium Management
New York
$12.9M +$5.56M +508,959 +141%
Goldman Sachs
7
Goldman Sachs
New York
$12.7M +$4.67M +427,226 +99%
CGIM
8
Cannon Global Investment Management
Florida
$9.79M +$7.24M +662,400 New
AG
9
AIA Group
Hong Kong
$7.69M +$651K +59,510 +13%
State Street
10
State Street
Massachusetts
$7.43M -$7.52M -687,930 -58%
Jane Street
11
Jane Street
New York
$5.79M +$3.5M +320,568 +450%
HF
12
HRT Financial
New York
$4.46M +$3.3M +301,881 New
E
13
Ergoteles
New York
$3.83M +$2.83M +259,060 New
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$3.78M -$94.7K -8,661 -3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$3.56M +$2.63M +240,856 New
PIM
16
Platinum Investment Management
Australia
$3.55M
Citadel Advisors
17
Citadel Advisors
Florida
$3.21M +$1.61M +147,570 +213%
BA
18
Bridgewater Associates
Connecticut
$2.57M -$1.74M -159,372 -48%
Baillie Gifford & Co
19
Baillie Gifford & Co
United Kingdom
$2.25M -$2.6M -237,593 -61%
BlackRock
20
BlackRock
New York
$2.22M -$39.4M -3,601,394 -96%
Morgan Stanley
21
Morgan Stanley
New York
$2.16M -$1.09M -99,607 -41%
M&T Bank
22
M&T Bank
New York
$1.33M
Renaissance Technologies
23
Renaissance Technologies
New York
$1.32M -$26.2K -2,400 -3%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$1.31M -$47.8K -4,369 -5%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.28M

HCM Hedge Fund Activity: Q4 2022 in Review

84 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HUTCHMED (HCM) for Q4 2022, worth a combined $413M — up 56% from $264M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of HCM and 21 opened new positions — a net loss of 23 holders — while 31 trimmed existing stakes and 20 added.

The largest buyer was Cannon Global Investment Management, opening a new position worth an estimated $7.24M. The largest seller was BlackRock, cutting an estimated $39.4M.

  • 84 institutional investors held HUTCHMED (HCM) as of Q4 2022, down from 107 in Q3 2022.
  • Funds reported $413M of HUTCHMED stock for Q4 2022, up 56% quarter-over-quarter.
  • 21 funds opened new HUTCHMED positions in Q4 2022 and 44 closed out, a net change of -23 holders.
  • The largest HUTCHMED buyer in Q4 2022 was Cannon Global Investment Management, an estimated $7.24M added.
  • The largest HUTCHMED seller in Q4 2022 was BlackRock, an estimated $39.4M sold.

Based on aggregated 13F filings for Q4 2022.