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UFP Technologies

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

117% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $1.21M

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

47% more capital invested

Capital invested by funds: $1.19B → $1.75B (+$560M)

5% more funds holding

Funds holding: 209220 (+11)

0.33% more ownership

Funds ownership: 90.72%91.05% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

40% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 92

Holders
220
Holders Change
+11
Holders Change %
+5.26%
% of All Funds
3.17%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$14.2M -$687K -3,616 -6%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$13.1M -$607K -3,195 -6%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$13M -$516K -2,716 -5%
Ameriprise
29
Ameriprise
Minnesota
$12.1M +$2.08M +10,923 +29%
DLP
30
De Lisle Partners
United Kingdom
$12M +$9.02M +47,470 New
AAS
31
Annex Advisory Services
Wisconsin
$11.7M +$678K +3,564 +8%
PAIM
32
Punch & Associates Investment Management
Minnesota
$11.1M
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$10.9M +$7.86M +41,360 +2,331%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$10.4M +$2.21M +11,613 +39%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$10.1M -$1.46M -7,700 -16%
Principal Financial Group
36
Principal Financial Group
Iowa
$9.99M -$19.8K -104 -0.3%
LCM
37
Legato Capital Management
California
$9.65M -$549K -2,890 -7%
N
38
Nuveen
North Carolina
$9.51M -$3.87M -20,365 -35%
RHJA
39
Rice Hall James & Associates
California
$8.83M -$1.52K -8 -0%
CWM
40
Congress Wealth Management
Massachusetts
$8.74M +$4.54M +23,895 +222%
Diamond Hill Capital Management
41
Diamond Hill Capital Management
Ohio
$8.69M -$982K -5,166 -13%
Mariner
42
Mariner
Kansas
$7.73M +$5.82M +30,632 New
CCG
43
Chatham Capital Group
Georgia
$7.29M +$273K +1,435 +5%
RA
44
Royce & Associates
New York
$7.24M -$2.8M -14,750 -34%
OCM
45
Osterweis Capital Management
California
$7.06M +$187K +982 +4%
UIC
46
Uniplan Investment Counsel
Wisconsin
$6.77M +$93K +489 +2%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$6.57M -$181K -953 -4%
CFP
48
Catalyst Financial Partners
Massachusetts
$6.24M
SI
49
Scout Investments
Missouri
$5.78M +$4.38M +23,034 New
NC
50
Nicholas Company
Wisconsin
$5.44M

UFPT Hedge Fund Activity: Q1 2024 in Review

220 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q1 2024, worth a combined $1.75B — up 47% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UFPT positions and 21 closed out — a net gain of 12 holders — while 55 added to existing stakes and 92 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $22.5M. The largest seller was Morgan Stanley, cutting an estimated $26.9M.

  • 220 institutional investors held UFP Technologies (UFPT) as of Q1 2024, up from 209 in Q4 2023.
  • Funds reported $1.75B of UFP Technologies stock for Q1 2024, up 47% quarter-over-quarter.
  • 33 funds opened new UFP Technologies positions in Q1 2024 and 21 closed out, a net change of +12 holders.
  • The largest UFP Technologies buyer in Q1 2024 was Congress Asset Management, an estimated $22.5M added.
  • The largest UFP Technologies seller in Q1 2024 was Morgan Stanley, an estimated $26.9M sold.

Based on aggregated 13F filings for Q1 2024.