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UFP Technologies

220 hedge funds and large institutions have $1.75B invested in UFP Technologies in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $1.21M

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

47% more capital invested

Capital invested by funds: $1.19B → $1.75B (+$560M)

5% more funds holding

Funds holding: 209220 (+11)

0.33% more ownership

Funds ownership: 90.72%91.05% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

40% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 92

Holders
220
Holders Change
+11
Holders Change %
+5.26%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
33
Increased
55
Reduced
92
Closed
21
Calls
$2.62M
Puts
$1.21M
Net Calls
+$1.41M
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$2.09M -$353K -1,858 -18%
UBS AM
77
UBS AM
Illinois
$2.08M
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$2.08M -$333K -1,753 -18%
Prudential Financial
79
Prudential Financial
New Jersey
$2.06M -$8.94K -47 -0.6%
FNBOO
80
First National Bank of Omaha
Nebraska
$2.04M +$1.93M +10,133 New
TCM
81
Thames Capital Management
New Jersey
$2.01M
American Century Companies
82
American Century Companies
Missouri
$1.99M -$10.3M -54,044 -87%
ACA
83
Anchor Capital Advisors
Massachusetts
$1.9M -$306K -1,612 -18%
UBS Group
84
UBS Group
Switzerland
$1.83M +$168K +882 +14%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$1.83M -$74.7K -393 -5%
CS
86
Credit Suisse
Switzerland
$1.77M
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.67M -$152K -800 -11%
BA
88
Bridgewater Associates
Connecticut
$1.67M -$202K -1,064 -14%
Barclays
89
Barclays
United Kingdom
$1.62M -$904K -4,756 -43%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$1.61M -$148K -781 -11%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$1.57M -$116K -612 -9%
TPSF
92
Texas Permanent School Fund
Texas
$1.55M +$15.4K +81 +1%
EAM
93
EFG Asset Management
Oregon
$1.55M +$65.8K +346 +6%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$1.54M -$31.4K -165 -3%
CCIA
95
Campbell & Co Investment Adviser
Maryland
$1.49M -$552K -2,903 -33%
HWAM
96
Hennion & Walsh Asset Management
New Jersey
$1.48M -$25.1K -132 -2%
CCC
97
Chesapeake Capital Corp
Florida
$1.43M +$1.08M +5,684 New
CIP
98
Chartwell Investment Partners
Pennsylvania
$1.33M +$23.6K +124 +2%
Citigroup
99
Citigroup
New York
$1.31M +$93.1K +490 +10%
BMSSC
100
B. Metzler seel. Sohn & Co
Germany
$1.27M -$138K -724 -13%

UFPT Hedge Fund Activity: Q1 2024 in Review

220 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q1 2024, worth a combined $1.75B — up 47% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UFPT positions and 21 closed out — a net gain of 12 holders — while 55 added to existing stakes and 92 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $22.5M. The largest seller was Morgan Stanley, cutting an estimated $26.9M.

  • 220 institutional investors held UFP Technologies (UFPT) as of Q1 2024, up from 209 in Q4 2023.
  • Funds reported $1.75B of UFP Technologies stock for Q1 2024, up 47% quarter-over-quarter.
  • 33 funds opened new UFP Technologies positions in Q1 2024 and 21 closed out, a net change of +12 holders.
  • The largest UFP Technologies buyer in Q1 2024 was Congress Asset Management, an estimated $22.5M added.
  • The largest UFP Technologies seller in Q1 2024 was Morgan Stanley, an estimated $26.9M sold.

Based on aggregated 13F filings for Q1 2024.