We are live on ! Find out more
UFPT icon

UFP Technologies

122 hedge funds and large institutions have $524M invested in UFP Technologies in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

17% more funds holding

Funds holding: 104122 (+18)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

5% more capital invested

Capital invested by funds: $500M → $524M (+$23.6M)

2.52% less ownership

Funds ownership: 83.06%80.54% (-2.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
122
Holders Change
+18
Holders Change %
+17.31%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
24
Increased
40
Reduced
38
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$63K +$8.76K +100 +16%
AIP
102
Ameritas Investment Partners
Nebraska
$42K
Lazard Asset Management
103
Lazard Asset Management
New York
$36K +$23.6K +269 +169%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$31.8K
SOW
105
State of Wyoming
Wyoming
$27K +$27.3K +312 New
Barclays
106
Barclays
United Kingdom
$26K -$154K -1,758 -85%
Wells Fargo
107
Wells Fargo
California
$19K -$505K -5,766 -96%
ACM
108
Aquatic Capital Management
Illinois
$17K +$17.5K +200 New
Citigroup
109
Citigroup
New York
$15K -$55.2K -630 -78%
Federated Hermes
110
Federated Hermes
Pennsylvania
$6K -$525 -6 -8%
S
111
SignatureFD
Georgia
$6K +$1.4K +16 +28%
PA
112
Parallel Advisors
California
$6K +$1.84K +21 +48%
CS
113
Credit Suisse
Switzerland
$3K +$2.71K +31 +443%
UBS Group
114
UBS Group
Switzerland
$2K -$56K -639 -97%
HI
115
Harbour Investments
Wisconsin
$2K
QCG
116
Quadrant Capital Group
Ohio
$1K
BIA
117
Bell Investment Advisors
California
$1K +$525 +6 New
EWA
118
EverSource Wealth Advisors
Alabama
$1K +$1.05K +12 New
WFA
119
Wipfli Financial Advisors
Wisconsin
$1K +$1.31K +15 New
Principal Financial Group
120
Principal Financial Group
Iowa
-$275K -3,462 Closed
HSBC Holdings
121
HSBC Holdings
United Kingdom
-$211K -2,606 Closed
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
-$49K -616 Closed
COCM
123
Charter Oak Capital Management
New Hampshire
-$20K -250 Closed
TCWM
124
Total Clarity Wealth Management
Illinois
-$12K -146 Closed
LC
125
Lindbrook Capital
California
+$350 +4 New

UFPT Hedge Fund Activity: Q3 2022 in Review

122 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q3 2022, worth a combined $524M — up 4.7% from $500M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UFPT positions and 5 closed out — a net gain of 19 holders — while 40 added to existing stakes and 38 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $9.12M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $19.1M.

  • 122 institutional investors held UFP Technologies (UFPT) as of Q3 2022, up from 104 in Q2 2022.
  • Funds reported $524M of UFP Technologies stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 24 funds opened new UFP Technologies positions in Q3 2022 and 5 closed out, a net change of +19 holders.
  • The largest UFP Technologies buyer in Q3 2022 was Neuberger Berman Group, an estimated $9.12M added.
  • The largest UFP Technologies seller in Q3 2022 was Thrivent Financial for Lutherans, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2022.