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UFP Technologies
UFPT

Overview Fund Activity

277 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, 114 increasing their positions, 79 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.69%
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
114
Reduced
79
Closed
43
Calls
$1.58M
Puts
$6.54M
Net Calls
-$4.96M
Net Calls Change
-$3.57M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$141M
2
BTW
2
Boston Trust Walden
Massachusetts
$26.4M
3
UBS Group
3
UBS Group
Switzerland
$18.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$43.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.9M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$108M
2
Invesco
2
Invesco
Georgia
$42.8M
3
OCM
3
Osterweis Capital Management
California
$0
4
GKIM
4
GW&K Investment Management
Massachusetts
$14.5M
5
EI
5
EAM Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
251
AssetMark Inc
California
$4.16K +$4.16K +17 New
AWM
252
Avior Wealth Management
Nebraska
$3.91K +$2.45K +10 +167%
Creative Planning
253
Creative Planning
Kansas
$3.42K -$175K -716 -98%
BOJHT
254
Bank of Jackson Hole Trust
Wyoming
$3.18K +$3.18K +13 New
HCA
255
Harbor Capital Advisors
Illinois
$3K +$818 +3 +38%
UB
256
UMB Bank
Missouri
$2.69K -$1.47K -6 -35%
MG
257
Mather Group
Illinois
$2.69K +$2.69K +11 New
SPIA
258
Steward Partners Investment Advisory
New York
$2.45K – – –
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$2.2K – – –
BIA
260
Bell Investment Advisors
California
$1.96K -$1.71K -7 -47%
GRP
261
Global Retirement Partners
California
$1.96K -$489 -2 -20%
SCM
262
Sterling Capital Management
North Carolina
$1.96K +$245 +1 +14%
CFD
263
Creative Financial Designs
Indiana
$1.47K +$1.47K +6 New
AF
264
Allworth Financial
California
$1.36K – – –
LC
265
Lindbrook Capital
California
$1.22K -$2.45K -10 -67%
FNWA
266
Financial Network Wealth Advisors
Utah
$1.22K -$1.96K -8 -62%
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$1.22K -$978 -4 -44%
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$1.22K – – –
PMAM
269
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
SAM
270
Smartleaf Asset Management
Massachusetts
$954 – – –
SO
271
Sierra Ocean
California
$734 +$734 +3 New
NL
272
NVWM LLC
Pennsylvania
$734 +$734 +3 New
HC
273
Hurley Capital
New York
$732 +$732 +3 New
CIAM
274
Caitong International Asset Management
Hong Kong
$489 +$489 +2 New
TFM
275
TFC Financial Management
Massachusetts
$245 – – –
9 10
11
12 13