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UFP Technologies
UFPT

Overview Fund Activity

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
Holders
208
Holders Change
+16
Holders Change %
+8.33%
% of All Funds
3.32%
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
+$1.84M

Top Buyers

1
MPIA
1
Mountain Pacific Investment Advisers
Idaho
$7.78M
2
GCM
2
Geneva Capital Management
Wisconsin
$7.71M
3
Charles Schwab
3
Charles Schwab
California
$9.21M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$7.41M
5
GKIM
5
GW&K Investment Management
Massachusetts
$23.2M

Top Sellers

1
Invesco
1
Invesco
Georgia
$7.27M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$5.41M
4
EGI
4
EAM Global Investors
California
$0
5
FP
5
Foundry Partners
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
151
Schonfeld Strategic Advisors
New York
$283K +$283K +1,751 New
EARNEST Partners
152
EARNEST Partners
Georgia
$274K – – –
YMRC
153
Yorktown Management & Research Company
Virginia
$274K +$274K +1,700 New
T. Rowe Price Associates
154
T. Rowe Price Associates
Maryland
$257K +$29.4K +182 +13%
NA
155
NewEdge Advisors
Louisiana
$257K +$10K +62 +4%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$256K -$58.4K -362 -19%
ECM
157
EMC Capital Management
Texas
$251K +$85.1K +528 +51%
EH
158
Equitable Holdings
New York
$251K -$16.1K -100 -6%
CAL
159
Capital Analysts LLC
Pennsylvania
$249K +$249K +1,540 New
Osaic Holdings
160
Osaic Holdings
Arizona
$244K -$28.6K -177 -10%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$233K -$101K -625 -30%
DWM
162
Dakota Wealth Management
Florida
$232K – – –
VI
163
Vestcor Inc
New Brunswick, Canada
$232K +$88K +546 +61%
KPWS
164
Kestra Private Wealth Services
Texas
$218K – – –
QT
165
Quantbot Technologies
New York
$217K -$399K -2,471 -65%
CW
166
CreativeOne Wealth
Kansas
$215K +$215K +1,334 New
MML Investors Services
167
MML Investors Services
Massachusetts
$211K -$1.45K -9 -0.7%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$208K -$312K -1,933 -60%
MDCM
169
Morgan Dempsey Capital Management
Wisconsin
$205K -$50.7K -314 -20%
PCM
170
Perritt Capital Management
Illinois
$202K – – –
ECM
171
ExodusPoint Capital Management
New York
$201K +$201K +1,244 New
LAS
172
Lloyd Advisory Services
Georgia
$201K +$201K +1,242 New
NG
173
Norden Group
Utah
$201K +$201K +1,242 New
TC
174
Truvestments Capital
Florida
$154K +$2.91K +18 +2%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$138K +$69.9K +433 +102%
5 6
7
8 9