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UFP Technologies

192 hedge funds and large institutions have $1.27B invested in UFP Technologies in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 16

60% more capital invested

Capital invested by funds: $793M → $1.27B (+$479M)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

47% more call options, than puts

Call options by funds: $4.3M | Put options by funds: $2.92M

22% more funds holding

Funds holding: 157192 (+35)

6.03% more ownership

Funds ownership: 80.16%86.2% (+6%)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

Holders
192
Holders Change
+35
Holders Change %
+22.29%
% of All Funds
3.01%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
51
Increased
55
Reduced
64
Closed
16
Calls
$4.3M
Puts
$2.92M
Net Calls
+$1.38M
Net Calls Change
+$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
51
Charles Schwab
California
$3.78M +$163K +1,054 +6%
LIC
52
Laurus Investment Counsel
Canada
$3.71M
Goldman Sachs
53
Goldman Sachs
New York
$3.56M +$408K +2,637 +17%
Calamos Advisors
54
Calamos Advisors
Illinois
$3.36M +$1.3M +8,380 +94%
Swiss National Bank
55
Swiss National Bank
Switzerland
$3.04M +$15.5K +100 +0.6%
MFA
56
Millington Financial Advisors
Illinois
$2.86M -$19.4K -125 -0.8%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$2.59M +$847K +5,469 +69%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.38M +$1.9M +12,298 New
KOCAA
59
Knights of Columbus Asset Advisors
Connecticut
$2.36M +$4.18K +27 +0.2%
JP Morgan Chase
60
JP Morgan Chase
New York
$2.36M +$663K +4,286 +54%
BMSSC
61
B. Metzler seel. Sohn & Co
Germany
$2.26M +$606K +3,916 +51%
Assenagon Asset Management
62
Assenagon Asset Management
Luxembourg
$2.18M -$6.26M -40,466 -78%
PCM
63
Penserra Capital Management
California
$2.04M +$1.63M +10,508 New
Teacher Retirement System of Texas
64
Teacher Retirement System of Texas
Texas
$1.99M -$436K -2,814 -21%
PAM
65
Panagora Asset Management
Massachusetts
$1.95M
MFAM
66
Motley Fool Asset Management
Virginia
$1.87M +$1.5M +9,670 New
CWM
67
Congress Wealth Management
Massachusetts
$1.86M +$1.48M +9,586 New
CCIA
68
Campbell & Co Investment Adviser
Maryland
$1.73M +$1.38M +8,909 New
ACA
69
Anchor Capital Advisors
Massachusetts
$1.71M -$483K -3,119 -26%
Prudential Financial
70
Prudential Financial
New Jersey
$1.71M +$1.37M +8,826 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$1.69M -$332K -2,144 -20%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.69M -$22.3K -144 -2%
Aviva
73
Aviva
United Kingdom
$1.64M +$1.31M +8,453 New
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.6M +$305K +1,970 +31%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1.56M +$1.24M +8,042 New

UFPT Hedge Fund Activity: Q2 2023 in Review

192 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q2 2023, worth a combined $1.27B — up 60% from $793M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UFPT positions and 16 closed out — a net gain of 35 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was BlackRock, adding an estimated $93.9M. The largest seller was Wasatch Advisors, cutting an estimated $29.4M.

  • 192 institutional investors held UFP Technologies (UFPT) as of Q2 2023, up from 157 in Q1 2023.
  • Funds reported $1.27B of UFP Technologies stock for Q2 2023, up 60% quarter-over-quarter.
  • 51 funds opened new UFP Technologies positions in Q2 2023 and 16 closed out, a net change of +35 holders.
  • The largest UFP Technologies buyer in Q2 2023 was BlackRock, an estimated $93.9M added.
  • The largest UFP Technologies seller in Q2 2023 was Wasatch Advisors, an estimated $29.4M sold.

Based on aggregated 13F filings for Q2 2023.