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UFP Technologies

246 hedge funds and large institutions have $1.85B invested in UFP Technologies in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.9M

12% more funds holding

Funds holding: 220246 (+26)

5% more capital invested

Capital invested by funds: $1.75B → $1.85B (+$92.9M)

0.14% more ownership

Funds ownership: 91.05%91.19% (+0.14%)

19% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 93

Holders
246
Holders Change
+26
Holders Change %
+11.82%
% of All Funds
3.55%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
44
Increased
75
Reduced
93
Closed
15
Calls
$2.27M
Puts
$1.9M
Net Calls
+$369K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
226
Cape Investment Advisory
Georgia
$5.8K +$5.43K +22 New
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$5.01K +$1.24K +5 +36%
TWP
228
Triad Wealth Partners
Kansas
$5.01K +$4.69K +19 New
FNWA
229
Financial Network Wealth Advisors
Utah
$3.43K +$3.21K +13 New
LC
230
Lindbrook Capital
California
$2.9K +$1.98K +8 +267%
GRP
231
Global Retirement Partners
California
$2.64K
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$2.38K +$1.24K +5 +125%
UB
233
UMB Bank
Missouri
$2.11K +$988 +4 +100%
IC
234
Innealta Capital
Texas
$2.11K +$1.98K +8 New
LSA
235
Leonteq Securities AG
Switzerland
$2.11K +$1.98K +8 New
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$1.85K +$1.24K +5 +250%
BIA
237
Bell Investment Advisors
California
$1.58K
AWM
238
Avior Wealth Management
Nebraska
$1.58K -$3.21K -13 -68%
AF
239
Allworth Financial
California
$1.56K
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$1.32K
SAM
241
Smartleaf Asset Management
Massachusetts
$1.03K +$988 +4 New
C
242
Covestor
United Kingdom
$1K -$247 -1 -33%
ECM
243
Everence Capital Management
Indiana
$282
AWM
244
Abound Wealth Management
Tennessee
$264 -$247 -1 -50%
BCMLT
245
Beacon Capital Management LLC (Tennessee)
Tennessee
$264
TFM
246
TFC Financial Management
Massachusetts
$264
FNBOO
247
First National Bank of Omaha
Nebraska
-$2.04M -10,133 Closed
TPSF
248
Texas Permanent School Fund
Texas
-$1.55M -6,151 Closed
EA
249
Ellsworth Advisors
Ohio
-$1.09M -4,769 Closed
AIG
250
American International Group
New York
-$964K -3,822 Closed

UFPT Hedge Fund Activity: Q2 2024 in Review

246 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q2 2024, worth a combined $1.85B — up 5.3% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UFPT positions and 15 closed out — a net gain of 29 holders — while 75 added to existing stakes and 93 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $15.7M. The largest seller was Neuberger Berman Group, cutting an estimated $20.6M.

  • 246 institutional investors held UFP Technologies (UFPT) as of Q2 2024, up from 220 in Q1 2024.
  • Funds reported $1.85B of UFP Technologies stock for Q2 2024, up 5.3% quarter-over-quarter.
  • 44 funds opened new UFP Technologies positions in Q2 2024 and 15 closed out, a net change of +29 holders.
  • The largest UFP Technologies buyer in Q2 2024 was T. Rowe Price Associates, an estimated $15.7M added.
  • The largest UFP Technologies seller in Q2 2024 was Neuberger Berman Group, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2024.