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UFP Technologies
UFPT

98 hedge funds and large institutions have $207M invested in UFP Technologies in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

13% more funds holding

Funds holding: 87 → 98 (+11)

2.1% less ownership

Funds ownership: 74.22% → 72.12% (-2.1%)

10% less capital invested

Capital invested by funds: $229M → $207M (-$22.2M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
14
Increased
33
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.07M
2
CCM
Cadence Capital Management
Massachusetts
+$2.06M
3
PAM
Panagora Asset Management
Massachusetts
+$1.12M
4
CIC
Cornercap Investment Counsel
Georgia
+$1.02M
5
BlackRock
BlackRock
New York
+$752K

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$6.16M
2
TAM
THB Asset Management
Connecticut
-$4.09M
3
CSC
Cove Street Capital
California
-$2.69M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.55M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EARNEST Partners
76
EARNEST Partners
Georgia
$66K – – –
TRCT
77
Tower Research Capital (TRC)
New York
$48K +$51.2K +1,246 New
Citigroup
78
Citigroup
New York
$47K -$24.7K -601 -33%
Legal & General Group
79
Legal & General Group
United Kingdom
$46K – – –
Victory Capital Management
80
Victory Capital Management
Texas
$43K +$46.2K +1,123 New
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$41.6K +$2.1K +51 +5%
CAC
82
Certified Advisory Corp
Florida
$39K – – –
SFS
83
Sowell Financial Services
Arkansas
$32K +$34.2K +832 New
SO
84
STRS Ohio
Ohio
$23K – – –
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$23K +$1.69K +41 +7%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$23K +$24.7K +600 New
Lazard Asset Management
87
Lazard Asset Management
New York
$22K +$24.2K +588 New
HIM
88
Hillsdale Investment Management
Ontario, Canada
$21K -$103K -2,500 -82%
AIP
89
Ameritas Investment Partners
Nebraska
$19K – – –
AG
90
Advisor Group
Arizona
$18K – – –
WEC
91
Winslow Evans & Crocker
Massachusetts
$14K – – –
DWA
92
Dorsey Wright & Associates
California
$10K +$11.2K +272 New
HGWM
93
Harvest Group Wealth Management
Massachusetts
$8K – – –
MAM
94
Meeder Asset Management
Ohio
$7K – – –
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$6K – – –
FGAM
96
Financial Gravity Asset Management
Texas
$3K +$411 +10 +15%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
AA
98
Ancora Advisors
Ohio
– -$6.16M -147,924 Closed
Assenagon Asset Management
99
Assenagon Asset Management
Luxembourg
– -$632K -15,200 Closed
HW
100
Hancock Whitney
Mississippi
– -$314K -7,540 Closed
1 2 3
4

UFPT Hedge Fund Activity: Q3 2019 in Review

98 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q3 2019, worth a combined $207M — down 9.7% from $229M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UFPT positions and 3 closed out — a net gain of 11 holders — while 33 added to existing stakes and 23 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.07M. The largest seller was Ancora Advisors, exiting entirely with an estimated $6.16M sold.

  • 98 institutional investors held UFP Technologies (UFPT) as of Q3 2019, up from 87 in Q2 2019.
  • Funds reported $207M of UFP Technologies stock for Q3 2019, down 9.7% quarter-over-quarter.
  • 14 funds opened new UFP Technologies positions in Q3 2019 and 3 closed out, a net change of +11 holders.
  • The largest UFP Technologies buyer in Q3 2019 was Wells Fargo, an estimated $2.07M added.
  • The largest UFP Technologies seller in Q3 2019 was Ancora Advisors, an estimated $6.16M sold.

Based on aggregated 13F filings for Q3 2019.