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UFP Technologies

279 hedge funds and large institutions have $1.89B invested in UFP Technologies in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 79 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 79

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

8.96% more ownership

Funds ownership: 92.13%101.09% (+9%)

1% less funds holding

Funds holding: 281279 (-2)

15% less capital invested

Capital invested by funds: $2.24B → $1.89B (-$345M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

76% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $6.54M

Holders
279
Holders Change
-2
Holders Change %
-0.71%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
49
Increased
115
Reduced
79
Closed
44
Calls
$1.58M
Puts
$6.54M
Net Calls
-$4.96M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$16.8M +$20M +68,741 New
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$16.7M +$2.85M +9,804 +17%
Charles Schwab
28
Charles Schwab
California
$16.6M +$249K +855 +1%
DLP
29
De Lisle Partners
United Kingdom
$16.6M +$320K +1,100 +2%
AAS
30
Annex Advisory Services
Wisconsin
$15.1M +$4.64M +15,940 +35%
GKIM
31
GW&K Investment Management
Massachusetts
$14.5M -$8.13M -27,945 -32%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$14.3M -$1.15M -3,967 -6%
Citadel Advisors
33
Citadel Advisors
Florida
$11.2M +$12.3M +42,212 +1,210%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$11.1M -$107K -368 -0.8%
AFR
35
Applied Fundamental Research
Massachusetts
$11M -$1.2M -4,133 -8%
RIM
36
Ranger Investment Management
Texas
$10.9M -$284K -975 -2%
Millennium Management
37
Millennium Management
New York
$10.3M +$9.34M +32,103 +323%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$10M +$11.9M +41,000 New
CWM
39
Congress Wealth Management
Massachusetts
$9.91M +$168K +578 +1%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$9.61M +$8.84M +30,372 +340%
Principal Financial Group
41
Principal Financial Group
Iowa
$9.56M +$420K +1,444 +4%
PAIM
42
Punch & Associates Investment Management
Minnesota
$9.1M -$407K -1,400 -4%
LCM
43
Legato Capital Management
California
$8.86M +$230K +791 +2%
PIP
44
Palisades Investment Partners
California
$8.54M +$857K +2,945 +9%
Goldman Sachs
45
Goldman Sachs
New York
$8.4M +$2.86M +9,841 +40%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$8.09M -$4.41M -15,142 -31%
Victory Capital Management
47
Victory Capital Management
Texas
$7.84M -$3.53M -12,133 -27%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$7.55M +$2.04M +7,008 +29%
CFP
49
Catalyst Financial Partners
Massachusetts
$6.47M +$291 +1 +0%
Ameriprise
50
Ameriprise
Minnesota
$6.04M -$2.46M -8,466 -26%

UFPT Hedge Fund Activity: Q4 2024 in Review

279 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q4 2024, worth a combined $1.89B — down 15% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UFPT positions and 44 closed out — a net gain of 5 holders — while 115 added to existing stakes and 79 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $45.4M. The largest seller was Neuberger Berman Group, cutting an estimated $29.7M.

  • 279 institutional investors held UFP Technologies (UFPT) as of Q4 2024, down from 281 in Q3 2024.
  • Funds reported $1.89B of UFP Technologies stock for Q4 2024, down 15% quarter-over-quarter.
  • 49 funds opened new UFP Technologies positions in Q4 2024 and 44 closed out, a net change of +5 holders.
  • The largest UFP Technologies buyer in Q4 2024 was Wasatch Advisors, an estimated $45.4M added.
  • The largest UFP Technologies seller in Q4 2024 was Neuberger Berman Group, an estimated $29.7M sold.

Based on aggregated 13F filings for Q4 2024.