UFP Technologies
UFPT
75 hedge funds and large institutions have $151M invested in UFP Technologies in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
7% more capital invested
Capital invested by funds: $141M → $151M (+$10.2M)
0.28% more ownership
Funds ownership: 69.7% → 69.98% (+0.28%)
6% less funds holding
Funds holding: 80 → 75 (-5)
43% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 30
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$4.67M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.51M |
| 3 |
CSC
Cove Street Capital
El Segundo,
California
|
+$1.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$902K |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$685K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$4.39M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$1.63M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.34M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$1.16M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$459K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Boston Partners
Boston,
Massachusetts
| – | -$1.63M | -58,788 | Closed |
|
|
AL
77
AJO LP
Philadelphia,
Pennsylvania
| – | -$1.16M | -41,545 | Closed |
|
|
CG
78
Caprock Group
Boise,
Idaho
| – | -$248K | -8,655 | Closed |
|
|
GCP
79
GSA Capital Partners
London,
United Kingdom
| – | -$202K | -7,264 | Closed |
|
|
FQ
80
First Quadrant
Glendale,
California
| – | -$139K | -4,990 | Closed |
|
81
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$98K | -3,534 | Closed |
|
82
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$77K | -2,757 | Closed |
|
83
Parallax Volatility Advisers
San Francisco,
California
| – | -$27K | -966 | Closed |
|
|
MA
84
MUFG Americas
New York
| – | -$1K | -31 | Closed |
|
|
DCM
85
Delpha Capital Management
New York
| – | -$1K | -28 | Closed |
|
UFPT Hedge Fund Activity: Q1 2018 in Review
75 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q1 2018, worth a combined $151M — up 7.2% from $141M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of UFPT and 5 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 17 added.
The largest buyer was Ancora Advisors, adding an estimated $4.67M. The largest seller was WCM Investment Management, cutting an estimated $4.39M.
- 75 institutional investors held UFP Technologies (UFPT) as of Q1 2018, down from 80 in Q4 2017.
- Funds reported $151M of UFP Technologies stock for Q1 2018, up 7.2% quarter-over-quarter.
- 5 funds opened new UFP Technologies positions in Q1 2018 and 10 closed out, a net change of -5 holders.
- The largest UFP Technologies buyer in Q1 2018 was Ancora Advisors, an estimated $4.67M added.
- The largest UFP Technologies seller in Q1 2018 was WCM Investment Management, an estimated $4.39M sold.
Based on aggregated 13F filings for Q1 2018.