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UFP Technologies
UFPT

Overview Fund Activity

220 hedge funds and large institutions have $1.75B invested in UFP Technologies in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+11
Holders Change %
+5.26%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
55
Reduced
92
Closed
21
Calls
$2.62M
Puts
$1.21M
Net Calls
+$1.41M
Net Calls Change
+$707K

Top Buyers

1
CAM
1
Congress Asset Management
Massachusetts
$46.9M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$25.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$10.9M
4
Invesco
4
Invesco
Georgia
$20.8M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$18.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.4M
2
American Century Companies
2
American Century Companies
Missouri
$1.99M
3
GKIM
3
GW&K Investment Management
Massachusetts
$23.7M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$23.1M
5
CAM
5
Crown Advisors Management
California
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$14.2M -$912K -3,616 -6%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$13.1M -$806K -3,195 -6%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$13M -$685K -2,716 -5%
Ameriprise
29
Ameriprise
Minnesota
$12.1M +$2.75M +10,923 +29%
DLP
30
De Lisle Partners
United Kingdom
$12M +$12M +47,470 New
AAS
31
Annex Advisory Services
Wisconsin
$11.7M +$899K +3,564 +8%
PAIM
32
Punch & Associates Investment Management
Minnesota
$11.1M – – –
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$10.9M +$10.4M +41,360 +2,331%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$10.4M +$2.93M +11,613 +39%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$10.1M -$1.94M -7,700 -16%
Principal Financial Group
36
Principal Financial Group
Iowa
$9.99M -$26.2K -104 -0.3%
LCM
37
Legato Capital Management
California
$9.65M -$729K -2,890 -7%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$9.51M -$5.14M -20,365 -35%
RHJA
39
Rice Hall James & Associates
California
$8.83M -$2.02K -8 -0%
CWM
40
Congress Wealth Management
Massachusetts
$8.74M +$6.03M +23,895 +222%
Diamond Hill Capital Management
41
Diamond Hill Capital Management
Ohio
$8.69M -$1.3M -5,166 -13%
Mariner
42
Mariner
Kansas
$7.73M +$7.73M +30,632 New
CCG
43
Chatham Capital Group
Georgia
$7.29M +$362K +1,435 +5%
RA
44
Royce & Associates
New York
$7.24M -$3.72M -14,750 -34%
OCM
45
Osterweis Capital Management
California
$7.06M +$248K +982 +4%
UIC
46
Uniplan Investment Counsel
Wisconsin
$6.77M +$123K +489 +2%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$6.57M -$240K -953 -4%
CFP
48
Catalyst Financial Partners
Massachusetts
$6.24M – – –
SI
49
Scout Investments
Missouri
$5.78M +$5.78M +23,034 New
NC
50
Nicholas Company
Wisconsin
$5.44M – – –
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