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UFP Technologies
UFPT

75 hedge funds and large institutions have $151M invested in UFP Technologies in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

7% more capital invested

Capital invested by funds: $141M → $151M (+$10.2M)

0.28% more ownership

Funds ownership: 69.7% → 69.98% (+0.28%)

6% less funds holding

Funds holding: 80 → 75 (-5)

43% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 30

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
17
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$4.67M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.51M
3
CSC
Cove Street Capital
California
+$1.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$902K
5
Federated Hermes
Federated Hermes
Pennsylvania
+$685K

Top Sellers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
-$4.39M
2
Boston Partners
Boston Partners
Massachusetts
-$1.63M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.34M
4
AL
AJO LP
Pennsylvania
-$1.16M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
26
Oxford Asset Management
United Kingdom
$806K -$128K -4,418 -14%
MAM
27
Martingale Asset Management
Massachusetts
$791K -$17.4K -600 -2%
QCMC
28
Quantum Capital Management (California)
California
$757K – – –
AI
29
Acuitas Investments
Washington
$708K +$694K +23,997 New
OAM
30
Oppenheimer Asset Management
New York
$672K +$57.5K +1,987 +10%
Morgan Stanley
31
Morgan Stanley
New York
$662K +$68.8K +2,379 +12%
TCIM
32
TIAA CREF Investment Management
New York
$483K – – –
US Bancorp
33
US Bancorp
Minnesota
$433K – – –
Two Sigma Advisers
34
Two Sigma Advisers
New York
$408K – – –
Two Sigma Investments
35
Two Sigma Investments
New York
$365K -$67.5K -2,334 -16%
Charles Schwab
36
Charles Schwab
California
$352K – – –
Bessemer Group
37
Bessemer Group
New Jersey
$336K – – –
TA
38
Teachers Advisors
New York
$330K – – –
ERIM
39
Eagle Ridge Investment Management
Connecticut
$330K +$14.4K +499 +5%
Wells Fargo
40
Wells Fargo
California
$324K +$7.12K +246 +2%
Invesco
41
Invesco
Georgia
$304K +$299K +10,317 New
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$290K -$11.7K -405 -4%
HW
43
Hancock Whitney
Mississippi
$260K +$16.4K +567 +7%
Deutsche Bank
44
Deutsche Bank
Germany
$250K -$182K -6,274 -42%
SRAM
45
Stone Ridge Asset Management
New York
$234K – – –
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$214K -$9.4K -325 -4%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$195K – – –
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162K -$1.39K -48 -0.9%
Citigroup
49
Citigroup
New York
$156K -$38.8K -1,342 -20%
AIG
50
American International Group
New York
$122K -$6.39K -221 -5%
1
2
3 4

UFPT Hedge Fund Activity: Q1 2018 in Review

75 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q1 2018, worth a combined $151M — up 7.2% from $141M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UFPT and 5 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 17 added.

The largest buyer was Ancora Advisors, adding an estimated $4.67M. The largest seller was WCM Investment Management, cutting an estimated $4.39M.

  • 75 institutional investors held UFP Technologies (UFPT) as of Q1 2018, down from 80 in Q4 2017.
  • Funds reported $151M of UFP Technologies stock for Q1 2018, up 7.2% quarter-over-quarter.
  • 5 funds opened new UFP Technologies positions in Q1 2018 and 10 closed out, a net change of -5 holders.
  • The largest UFP Technologies buyer in Q1 2018 was Ancora Advisors, an estimated $4.67M added.
  • The largest UFP Technologies seller in Q1 2018 was WCM Investment Management, an estimated $4.39M sold.

Based on aggregated 13F filings for Q1 2018.