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UFP Technologies

157 hedge funds and large institutions have $793M invested in UFP Technologies in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $673M → $793M (+$120M)

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

1% more funds holding

Funds holding: 155157 (+2)

0.91% more ownership

Funds ownership: 79.26%80.16% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

90% less call options, than puts

Call options by funds: $38K | Put options by funds: $363K

Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
2.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
60
Reduced
51
Closed
13
Calls
$38K
Puts
$363K
Net Calls
-$325K
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
Diamond Hill Capital Management
26
Diamond Hill Capital Management
Ohio
$7.06M -$970K -8,352 -13%
Assenagon Asset Management
27
Assenagon Asset Management
Luxembourg
$6.72M +$1.42M +12,204 +31%
EI
28
EAM Investors
California
$6.66M +$193K +1,657 +3%
Invesco
29
Invesco
Georgia
$6.41M +$205K +1,761 +4%
RA
30
Royce & Associates
New York
$6.31M +$569K +4,900 +11%
Millennium Management
31
Millennium Management
New York
$6.25M +$1.37M +11,820 +33%
CCG
32
Chatham Capital Group
Georgia
$5.84M -$896K -7,713 -15%
Wells Fargo
33
Wells Fargo
California
$5.72M +$5.12M +44,060 +550,750%
RHJA
34
Rice Hall James & Associates
California
$5.38M -$109K -939 -2%
CAM
35
Congress Asset Management
Massachusetts
$4.62M +$412K +3,542 +11%
UIC
36
Uniplan Investment Counsel
Wisconsin
$4.52M -$193K -1,659 -5%
OCM
37
Osterweis Capital Management
California
$4.35M +$3.89M +33,480 New
BWM
38
Baystate Wealth Management
Massachusetts
$4.01M +$5.46K +47 +0.2%
RJA
39
Raymond James & Associates
Florida
$3.93M +$2.02M +17,422 +135%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$3.91M -$78.4K -675 -2%
Two Sigma Investments
41
Two Sigma Investments
New York
$3.81M +$2.49M +21,421 +270%
NC
42
Nicholas Company
Wisconsin
$3.8M -$454K -3,905 -12%
FP
43
Foundry Partners
Minnesota
$3.73M -$13.9K -120 -0.4%
EGI
44
EAM Global Investors
California
$3.7M -$710K -6,113 -18%
AAS
45
Annex Advisory Services
Wisconsin
$3.47M +$282K +2,426 +10%
CAM
46
Crown Advisors Management
California
$3.25M +$1.16M +10,000 +67%
LIC
47
Laurus Investment Counsel
Canada
$2.54M
Franklin Resources
48
Franklin Resources
California
$2.43M -$1.16M -9,992 -35%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$2.43M -$6.37M -54,863 -75%
Charles Schwab
50
Charles Schwab
California
$2.39M +$16.6K +143 +0.8%

UFPT Hedge Fund Activity: Q1 2023 in Review

157 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q1 2023, worth a combined $793M — up 18% from $673M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UFPT positions and 13 closed out — a net gain of 4 holders — while 60 added to existing stakes and 51 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $18.8M. The largest seller was Fidelity Investments, cutting an estimated $6.37M.

  • 157 institutional investors held UFP Technologies (UFPT) as of Q1 2023, up from 155 in Q4 2022.
  • Funds reported $793M of UFP Technologies stock for Q1 2023, up 18% quarter-over-quarter.
  • 17 funds opened new UFP Technologies positions in Q1 2023 and 13 closed out, a net change of +4 holders.
  • The largest UFP Technologies buyer in Q1 2023 was Wasatch Advisors, an estimated $18.8M added.
  • The largest UFP Technologies seller in Q1 2023 was Fidelity Investments, an estimated $6.37M sold.

Based on aggregated 13F filings for Q1 2023.