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UFP Technologies

220 hedge funds and large institutions have $1.75B invested in UFP Technologies in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $1.21M

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

47% more capital invested

Capital invested by funds: $1.19B → $1.75B (+$560M)

5% more funds holding

Funds holding: 209220 (+11)

0.33% more ownership

Funds ownership: 90.72%91.05% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

40% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 92

Holders
220
Holders Change
+11
Holders Change %
+5.26%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
33
Increased
55
Reduced
92
Closed
21
Calls
$2.62M
Puts
$1.21M
Net Calls
+$1.41M
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
151
Two Sigma Investments
New York
$429K
Balyasny Asset Management
152
Balyasny Asset Management
Illinois
$406K +$306K +1,609 New
Lazard Asset Management
153
Lazard Asset Management
New York
$399K -$10.6K -56 -3%
CG
154
Cynosure Group
Utah
$387K +$292K +1,534 New
COPPSERS
155
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$383K +$190 +1 +0.1%
CAL
156
Capital Analysts LLC
Pennsylvania
$381K
Jane Street
157
Jane Street
New York
$361K -$955K -5,024 -78%
II
158
Inspire Investing
Idaho
$361K -$161K -847 -37%
ProShare Advisors
159
ProShare Advisors
Maryland
$360K +$18.8K +99 +7%
CL
160
CIM LLC
New York
$358K -$1.14K -6 -0.4%
MDCM
161
Morgan Dempsey Capital Management
Wisconsin
$358K +$28.7K +151 +12%
GAM
162
Gotham Asset Management
New York
$353K -$273K -1,438 -51%
IA
163
Inspire Advisors
Idaho
$332K +$250K +1,316 New
MOACM
164
Mutual of America Capital Management
New York
$305K -$3.61K -19 -2%
JIR
165
James Investment Research
Ohio
$301K +$227K +1,193 New
KIA
166
KLR Investment Advisors
Rhode Island
$291K +$260K +1,368 New
EH
167
Equitable Holdings
New York
$278K -$85.5K -450 -29%
CW
168
CreativeOne Wealth
Kansas
$272K +$205K +1,079 New
Osaic Holdings
169
Osaic Holdings
Arizona
$262K -$52.8K -278 -21%
Citadel Advisors
170
Citadel Advisors
Florida
$254K -$417K -2,194 -69%
PCM
171
Perritt Capital Management
Illinois
$252K -$47.5K -250 -20%
FFA
172
Fragasso Financial Advisors
Pennsylvania
$245K +$185K +973 New
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$229K +$173K +908 New
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$229K +$173K +908 New
PWG
175
Portside Wealth Group
Utah
$212K +$160K +842 New

UFPT Hedge Fund Activity: Q1 2024 in Review

220 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q1 2024, worth a combined $1.75B — up 47% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UFPT positions and 21 closed out — a net gain of 12 holders — while 55 added to existing stakes and 92 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $22.5M. The largest seller was Morgan Stanley, cutting an estimated $26.9M.

  • 220 institutional investors held UFP Technologies (UFPT) as of Q1 2024, up from 209 in Q4 2023.
  • Funds reported $1.75B of UFP Technologies stock for Q1 2024, up 47% quarter-over-quarter.
  • 33 funds opened new UFP Technologies positions in Q1 2024 and 21 closed out, a net change of +12 holders.
  • The largest UFP Technologies buyer in Q1 2024 was Congress Asset Management, an estimated $22.5M added.
  • The largest UFP Technologies seller in Q1 2024 was Morgan Stanley, an estimated $26.9M sold.

Based on aggregated 13F filings for Q1 2024.