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UFP Technologies

208 hedge funds and large institutions have $1.08B invested in UFP Technologies in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $1.26M

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

8% more funds holding

Funds holding: 192208 (+16)

0.95% more ownership

Funds ownership: 86.2%87.14% (+0.95%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

15% less capital invested

Capital invested by funds: $1.27B → $1.08B (-$196M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
208
Holders Change
+16
Holders Change %
+8.33%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
36
Increased
65
Reduced
74
Closed
20
Calls
$4.47M
Puts
$1.26M
Net Calls
+$3.21M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
126
AQR Capital Management
Connecticut
$478K -$190K -1,083 -27%
Citigroup
127
Citigroup
New York
$468K -$495K -2,827 -49%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$464K +$8.06K +46 +2%
NYLIM
129
New York Life Investment Management
New York
$442K -$76.4K -436 -14%
MSRPS
130
Maryland State Retirement & Pension System
Maryland
$418K -$19.3K -110 -4%
MFIM
131
Mesirow Financial Investment Management
Illinois
$400K -$17.5K -100 -4%
ERIM
132
Eagle Ridge Investment Management
Connecticut
$383K -$51.1K -292 -11%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$378K +$217K +1,240 +113%
State of Tennessee, Department of Treasury
134
State of Tennessee, Department of Treasury
Tennessee
$377K +$409K +2,335 New
AWAU
135
Alliance Wealth Advisors (Utah)
Utah
$371K +$30.8K +176 +8%
CT
136
Cambridge Trust
Massachusetts
$370K
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$355K
New York State Teachers Retirement System (NYSTRS)
138
New York State Teachers Retirement System (NYSTRS)
New York
$355K +$52.5K +300 +16%
Jane Street
139
Jane Street
New York
$353K +$94.6K +540 +33%
Lazard Asset Management
140
Lazard Asset Management
New York
$348K +$83.9K +479 +28%
American Century Companies
141
American Century Companies
Missouri
$344K +$373K +2,131 New
MWM
142
Moran Wealth Management
Florida
$337K -$4.9K -28 -1%
UBS Group
143
UBS Group
Switzerland
$334K -$739K -4,218 -67%
OPERF
144
Oregon Public Employees Retirement Fund
Oregon
$334K -$17.5K -100 -5%
ASRS
145
Arizona State Retirement System
Arizona
$332K +$4.9K +28 +1%
LPL Financial
146
LPL Financial
California
$331K +$359K +2,048 New
State Board of Administration of Florida Retirement System
147
State Board of Administration of Florida Retirement System
Florida
$326K +$1.75K +10 +0.5%
II
148
Inspire Investing
Idaho
$309K +$51.5K +294 +18%
TD Asset Management
149
TD Asset Management
Ontario, Canada
$307K +$333K +1,900 New
Citadel Advisors
150
Citadel Advisors
Florida
$286K +$287K +1,636 +1,194%

UFPT Hedge Fund Activity: Q3 2023 in Review

208 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q3 2023, worth a combined $1.08B — down 15% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UFPT positions and 20 closed out — a net gain of 16 holders — while 65 added to existing stakes and 74 trimmed.

The largest buyer was Mountain Pacific Investment Advisers, opening a new position worth an estimated $8.44M. The largest seller was Invesco, cutting an estimated $9.51M.

  • 208 institutional investors held UFP Technologies (UFPT) as of Q3 2023, up from 192 in Q2 2023.
  • Funds reported $1.08B of UFP Technologies stock for Q3 2023, down 15% quarter-over-quarter.
  • 36 funds opened new UFP Technologies positions in Q3 2023 and 20 closed out, a net change of +16 holders.
  • The largest UFP Technologies buyer in Q3 2023 was Mountain Pacific Investment Advisers, an estimated $8.44M added.
  • The largest UFP Technologies seller in Q3 2023 was Invesco, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2023.