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UFP Technologies

279 hedge funds and large institutions have $1.89B invested in UFP Technologies in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 79 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 79

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

8.96% more ownership

Funds ownership: 92.13%101.09% (+9%)

1% less funds holding

Funds holding: 281279 (-2)

15% less capital invested

Capital invested by funds: $2.24B → $1.89B (-$345M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

76% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $6.54M

Holders
279
Holders Change
-2
Holders Change %
-0.71%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
49
Increased
115
Reduced
79
Closed
44
Calls
$1.58M
Puts
$6.54M
Net Calls
-$4.96M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$4.16K -$291 -1 -6%
AssetMark Inc
252
AssetMark Inc
California
$4.16K +$4.95K +17 New
AWM
253
Avior Wealth Management
Nebraska
$3.91K +$2.91K +10 +167%
Creative Planning
254
Creative Planning
Kansas
$3.42K -$208K -716 -98%
BOJHT
255
Bank of Jackson Hole Trust
Wyoming
$3.18K +$3.78K +13 New
HCA
256
Harbor Capital Advisors
Illinois
$3K +$873 +3 +38%
UB
257
UMB Bank
Missouri
$2.69K -$1.75K -6 -35%
MG
258
Mather Group
Illinois
$2.69K +$3.2K +11 New
SPIA
259
Steward Partners Investment Advisory
New York
$2.44K
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$2.2K
BIA
261
Bell Investment Advisors
California
$1.96K -$2.04K -7 -47%
GRP
262
Global Retirement Partners
California
$1.96K -$582 -2 -20%
LSA
263
Leonteq Securities AG
Switzerland
$1.96K
SCM
264
Sterling Capital Management
North Carolina
$1.96K +$291 +1 +14%
CFD
265
Creative Financial Designs
Indiana
$1.47K +$1.75K +6 New
AF
266
Allworth Financial
California
$1.36K
LC
267
Lindbrook Capital
California
$1.22K -$2.91K -10 -67%
FNWA
268
Financial Network Wealth Advisors
Utah
$1.22K -$2.33K -8 -62%
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$1.22K -$1.16K -4 -44%
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$1.22K
PMAM
271
Picton Mahoney Asset Management
Ontario, Canada
$1K
SAM
272
Smartleaf Asset Management
Massachusetts
$954
NL
273
NVWM LLC
Pennsylvania
$734 +$873 +3 New
SO
274
Sierra Ocean
California
$734 +$873 +3 New
HC
275
Hurley Capital
New York
$732 +$873 +3 New

UFPT Hedge Fund Activity: Q4 2024 in Review

279 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q4 2024, worth a combined $1.89B — down 15% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UFPT positions and 44 closed out — a net gain of 5 holders — while 115 added to existing stakes and 79 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $45.4M. The largest seller was Neuberger Berman Group, cutting an estimated $29.7M.

  • 279 institutional investors held UFP Technologies (UFPT) as of Q4 2024, down from 281 in Q3 2024.
  • Funds reported $1.89B of UFP Technologies stock for Q4 2024, down 15% quarter-over-quarter.
  • 49 funds opened new UFP Technologies positions in Q4 2024 and 44 closed out, a net change of +5 holders.
  • The largest UFP Technologies buyer in Q4 2024 was Wasatch Advisors, an estimated $45.4M added.
  • The largest UFP Technologies seller in Q4 2024 was Neuberger Berman Group, an estimated $29.7M sold.

Based on aggregated 13F filings for Q4 2024.