UFP Technologies
UFPT
155 hedge funds and large institutions have $673M invested in UFP Technologies in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 8 closing their positions.
425% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 8
29% more capital invested
Capital invested by funds: $524M → $673M (+$149M)
27% more funds holding
Funds holding: 122 → 155 (+33)
20% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 46
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.29% less ownership
Funds ownership: 80.54% → 79.26% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$13.3M |
| 2 |
BlackRock
New York
|
+$6.12M |
| 3 |
Neuberger Berman Group
New York
|
+$6.11M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$5.54M |
| 5 |
Swedbank
Stockholm,
Sweden
|
+$4.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$36.6M |
| 2 |
CSC
Cove Street Capital
El Segundo,
California
|
-$8.62M |
| 3 |
AFR
Applied Fundamental Research
Cambridge,
Massachusetts
|
-$6.82M |
| 4 |
LCM
Legato Capital Management
San Francisco,
California
|
-$4.78M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIA
151
Bell Investment Advisors
Oakland,
California
| $707 | – | – | – |
|
|
AF
152
Allworth Financial
Folsom,
California
| $589 | – | – | – |
|
|
FFA
153
Farther Finance Advisors
San Francisco,
California
| $472 | +$426 | +4 | New |
|
|
HNB
154
Huntington National Bank
Columbus,
Ohio
| $118 | – | – | – |
|
|
155
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$36.6M | -426,924 | Closed |
|
|
LCM
156
Legato Capital Management
San Francisco,
California
| – | -$4.78M | -55,683 | Closed |
|
|
JMPWA
157
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$913K | -10,635 | Closed |
|
|
AIMCA
158
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| – | -$703K | -8,193 | Closed |
|
|
OAM
159
Oppenheimer Asset Management
New York
| – | -$325K | -3,781 | Closed |
|
160
Man Group
London,
United Kingdom
| – | -$212K | -2,473 | Closed |
|
161
SG Americas Securities
New York
| – | -$102K | -1,192 | Closed |
|
|
MPWT
162
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | +$426 | +4 | New |
|
UFPT Hedge Fund Activity: Q4 2022 in Review
155 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q4 2022, worth a combined $673M — up 29% from $524M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new UFPT positions and 8 closed out — a net gain of 34 holders — while 55 added to existing stakes and 46 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $13.3M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $36.6M sold.
- 155 institutional investors held UFP Technologies (UFPT) as of Q4 2022, up from 122 in Q3 2022.
- Funds reported $673M of UFP Technologies stock for Q4 2022, up 29% quarter-over-quarter.
- 42 funds opened new UFP Technologies positions in Q4 2022 and 8 closed out, a net change of +34 holders.
- The largest UFP Technologies buyer in Q4 2022 was Wasatch Advisors, an estimated $13.3M added.
- The largest UFP Technologies seller in Q4 2022 was Thrivent Financial for Lutherans, an estimated $36.6M sold.
Based on aggregated 13F filings for Q4 2022.