Hillhouse Capital Management's Q1 and Q2 2019 13F Holdings: A Comprehensive Comparison

Investing in the stock market is no child's play. It requires calculated research, predictions, and wise decisions based on them. Various hedge funds have been established over the years with the sole purpose of investing in the stock market. They pick and choose the stocks they deem most suitable for investment and sell them as and when they see fit. One such hedge fund is the Hillhouse Capital Management, Ltd. In this blog post, we will take a look at the Hillhouse Capital Management's Q1 and Q2 2019 13F holdings and compare them.

For those of you who may be unaware, 13F filings are records submitted to the Securities and Exchange Commission by institutional investors that have at least $100 million in assets under their management. These filings give investors a glimpse into the stock holdings of such institutional investors. Now, coming back to Hillhouse Capital Management's Q1 and Q2 2019 13F holdings, we have compiled the data provided in the CSV and analyzed the changes in the holdings based on it.

Let's start by taking a look at the biggest changes in Hillhouse Capital Management, Ltd.'s holdings.

UBER

Uber Technologies, Inc. saw the biggest change in Hillhouse Capital Management's Q2 2019 13F holdings as compared to their Q1 2019 filings. While Hillhouse Capital Management did not hold any shares in Uber during Q1 2019, they owned a whopping 15,035,487 shares worth $697,346 in Q2 2019. That's a significant investment in this ride-hailing giant.

TAL EDUCATION GROUP

TAL Education Group saw the biggest surge in the number of shares owned by Hillhouse Capital Management, Ltd. From 617,024 shares worth $22,262 in Q1 2019, they now hold 2,269,549 shares worth $86,470 in Q2 2019. That's an impressive 288.4% increase in the number of shares owned and a clear indication of Hillhouse's interest in this educational company.

COVETRUS INC

Hillhouse Capital Management held 4,667,925 shares worth $148,673 in Covetrus Inc. during Q1 2019. However, in Q2 2019, the number of shares held by them reduced to 4,667,925, and the value dropped to $114,177. That's a significant reduction of 23.2% in terms of value.

Enstar Group Limited, BEIGENE LTD, and Tesla Inc. were among the companies for which Hillhouse Capital Management maintained the same number of shares in both Q1 and Q2 2019. There were no shares of Goldman Sachs Group, Inc., Berkshire Hathaway Inc., and MSCI, Inc. in Q2 2019.

Conclusion

Hillhouse Capital Management, Ltd. is a well-known name in the hedge fund industry, and their investments are watched closely by market watchers. Based on the filings submitted to the Securities and Exchange Commission in Q1 and Q2 2019, the number of shares they held increased significantly for some companies and reduced significantly for others. It's important to note that this is not a conclusive analysis of Hillhouse Capital Management's investment strategies, but it's a useful starting point for investors looking for trends in investor behavior.

Investing in the stock market is risky and requires thorough research and analysis before making any investment decisions. This blog post is for informational purposes only and is not intended to provide investment advice. Please consult with your financial advisor before making any investment decisions.