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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
SSA
151
Schonfeld Strategic Advisors
New York
$283K +$307K +1,751 New
EARNEST Partners
152
EARNEST Partners
Georgia
$274K
YMRC
153
Yorktown Management & Research Company
Virginia
$274K +$298K +1,700 New
T. Rowe Price Associates
154
T. Rowe Price Associates
Maryland
$257K +$31.9K +182 +13%
NA
155
NewEdge Advisors
Louisiana
$257K +$10.9K +62 +4%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$256K -$63.4K -362 -19%
ECM
157
EMC Capital Management
Texas
$251K +$92.5K +528 +51%
EH
158
Equitable Holdings
New York
$251K -$17.5K -100 -6%
CAL
159
Capital Analysts LLC
Pennsylvania
$249K +$270K +1,540 New
Osaic Holdings
160
Osaic Holdings
Arizona
$244K -$31K -177 -10%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$233K -$109K -625 -30%
DWM
162
Dakota Wealth Management
Florida
$232K
VI
163
Vestcor Inc
New Brunswick, Canada
$232K +$95.6K +546 +61%
KPWS
164
Kestra Private Wealth Services
Texas
$218K
QT
165
Quantbot Technologies
New York
$217K -$433K -2,471 -65%
CW
166
CreativeOne Wealth
Kansas
$215K +$234K +1,334 New
MML Investors Services
167
MML Investors Services
Massachusetts
$211K -$1.58K -9 -0.7%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$208K -$339K -1,933 -60%
MDCM
169
Morgan Dempsey Capital Management
Wisconsin
$205K -$55K -314 -20%
PCM
170
Perritt Capital Management
Illinois
$202K
ECM
171
ExodusPoint Capital Management
New York
$201K +$218K +1,244 New
LAS
172
Lloyd Advisory Services
Georgia
$201K +$218K +1,242 New
NG
173
Norden Group
Utah
$201K +$218K +1,242 New
TC
174
Truvestments Capital
Florida
$154K +$3.15K +18 +2%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$138K +$75.8K +433 +102%

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.