We are live on ! Find out more
UFPT icon

UFP Technologies

94 hedge funds and large institutions have $304M invested in UFP Technologies in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $283M → $304M (+$21.7M)

1% more funds holding

Funds holding: 9394 (+1)

0.4% more ownership

Funds ownership: 80.88%81.28% (+0.4%)

28% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 40

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
29
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
76
EARNEST Partners
Georgia
$85K
CAC
77
Certified Advisory Corp
Florida
$50K +$48.8K +1,000 New
Osaic Holdings
78
Osaic Holdings
Arizona
$40K -$586 -12 -1%
Legal & General Group
79
Legal & General Group
United Kingdom
$38K +$7.32K +150 +24%
Citigroup
80
Citigroup
New York
$27K -$40.8K -835 -61%
AIP
81
Ameritas Investment Partners
Nebraska
$25K
COCM
82
Charter Oak Capital Management
New Hampshire
$12K
TRCT
83
Tower Research Capital (TRC)
New York
$9K -$108K -2,217 -92%
Federated Hermes
84
Federated Hermes
Pennsylvania
$9K -$13.7K -280 -62%
AWA
85
Arkadios Wealth Advisors
Georgia
$9K
MAM
86
Meeder Asset Management
Ohio
$6K +$5.71K +117 New
TCWM
87
Total Clarity Wealth Management
Illinois
$6K +$5.81K +119 New
SFS
88
Sowell Financial Services
Arkansas
$4K
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$3K +$2.69K +55 New
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$2K +$2.44K +50 New
BCA
91
Berman Capital Advisors
Georgia
$1K +$1.85K +38 New
AIG
92
American International Group
New York
$199 +$537 +11 +0.3%
MPAM
93
Monarch Partners Asset Management
Massachusetts
-$1.48M -31,808 Closed
CIC
94
Cornercap Investment Counsel
Georgia
-$1.06M -21,455 Closed
KOCAA
95
Knights of Columbus Asset Advisors
Connecticut
-$942K -20,204 Closed
Man Group
96
Man Group
United Kingdom
-$517K -11,092 Closed
ZCM
97
Zebra Capital Management
Connecticut
-$461K -9,892 Closed
Goldman Sachs
98
Goldman Sachs
New York
-$417K -8,950 Closed
SGI
99
Summit Global Investments
Utah
-$238K -5,100 Closed
AllianceBernstein
100
AllianceBernstein
Tennessee
-$219K -4,700 Closed

UFPT Hedge Fund Activity: Q1 2021 in Review

94 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q1 2021, worth a combined $304M — up 7.7% from $283M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UFPT positions and 10 closed out — a net gain of 1 holder — while 29 added to existing stakes and 40 trimmed.

The largest buyer was AltraVue Capital, adding an estimated $5.5M. The largest seller was DRH Investments, cutting an estimated $7.4M.

  • 94 institutional investors held UFP Technologies (UFPT) as of Q1 2021, up from 93 in Q4 2020.
  • Funds reported $304M of UFP Technologies stock for Q1 2021, up 7.7% quarter-over-quarter.
  • 11 funds opened new UFP Technologies positions in Q1 2021 and 10 closed out, a net change of +1 holder.
  • The largest UFP Technologies buyer in Q1 2021 was AltraVue Capital, an estimated $5.5M added.
  • The largest UFP Technologies seller in Q1 2021 was DRH Investments, an estimated $7.4M sold.

Based on aggregated 13F filings for Q1 2021.