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UFP Technologies

208 hedge funds and large institutions have $1.08B invested in UFP Technologies in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $1.26M

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

8% more funds holding

Funds holding: 192208 (+16)

0.95% more ownership

Funds ownership: 86.2%87.14% (+0.95%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

15% less capital invested

Capital invested by funds: $1.27B → $1.08B (-$196M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
208
Holders Change
+16
Holders Change %
+8.33%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
36
Increased
65
Reduced
74
Closed
20
Calls
$4.47M
Puts
$1.26M
Net Calls
+$3.21M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$8.78M +$3.85K +22 +0%
MPIA
27
Mountain Pacific Investment Advisers
Idaho
$7.78M +$8.44M +48,197 New
GCM
28
Geneva Capital Management
Wisconsin
$7.71M +$8.37M +47,763 New
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$7.41M +$6.06M +34,622 +307%
Invesco
30
Invesco
Georgia
$7.27M -$9.51M -54,301 -55%
PAIM
31
Punch & Associates Investment Management
Minnesota
$7.1M
Diamond Hill Capital Management
32
Diamond Hill Capital Management
Ohio
$6.91M +$249K +1,420 +3%
LCM
33
Legato Capital Management
California
$6.65M
Ameriprise
34
Ameriprise
Minnesota
$6.5M -$332K -1,895 -4%
Principal Financial Group
35
Principal Financial Group
Iowa
$6.44M -$185K -1,055 -3%
RHJA
36
Rice Hall James & Associates
California
$5.98M +$28.9K +165 +0.4%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$5.41M -$5.23M -29,870 -47%
Impax Asset Management Group
38
Impax Asset Management Group
United Kingdom
$5.33M
BWM
39
Baystate Wealth Management
Massachusetts
$4.95M
AAS
40
Annex Advisory Services
Wisconsin
$4.94M +$261K +1,493 +5%
CAM
41
Crown Advisors Management
California
$4.84M
Calamos Advisors
42
Calamos Advisors
Illinois
$4.81M +$2.18M +12,472 +72%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$4.76M +$1.27M +7,241 +33%
CCG
44
Chatham Capital Group
Georgia
$4.7M -$29.4K -168 -0.6%
UIC
45
Uniplan Investment Counsel
Wisconsin
$4.55M -$989K -5,649 -16%
CFP
46
Catalyst Financial Partners
Massachusetts
$4.47M +$3.84M +21,929 +383%
OCM
47
Osterweis Capital Management
California
$3.9M -$1.18M -6,740 -22%
Goldman Sachs
48
Goldman Sachs
New York
$3.74M +$847K +4,834 +26%
NC
49
Nicholas Company
Wisconsin
$3.48M -$5.25K -30 -0.1%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$3.44M +$14.7K +84 +0.4%

UFPT Hedge Fund Activity: Q3 2023 in Review

208 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q3 2023, worth a combined $1.08B — down 15% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UFPT positions and 20 closed out — a net gain of 16 holders — while 65 added to existing stakes and 74 trimmed.

The largest buyer was Mountain Pacific Investment Advisers, opening a new position worth an estimated $8.44M. The largest seller was Invesco, cutting an estimated $9.51M.

  • 208 institutional investors held UFP Technologies (UFPT) as of Q3 2023, up from 192 in Q2 2023.
  • Funds reported $1.08B of UFP Technologies stock for Q3 2023, down 15% quarter-over-quarter.
  • 36 funds opened new UFP Technologies positions in Q3 2023 and 20 closed out, a net change of +16 holders.
  • The largest UFP Technologies buyer in Q3 2023 was Mountain Pacific Investment Advisers, an estimated $8.44M added.
  • The largest UFP Technologies seller in Q3 2023 was Invesco, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2023.