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UFP Technologies
UFPT

Overview Fund Activity

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
Holders
220
Holders Change
+11
Holders Change %
+5.26%
% of All Funds
3.19%
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

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$46.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$25.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$10.9M
4
Invesco
Invesco
Georgia
$20.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$18.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$37.4M
2
American Century Companies
American Century Companies
Missouri
$1.99M
3
GKIM
GW&K Investment Management
Massachusetts
$23.7M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$23.1M
5
CAM
Crown Advisors Management
California
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
201
Quadrant Capital Group
Ohio
$8.32K +$6.56K +26 +371%
TWC
202
TD Waterhouse Canada
Ontario, Canada
$8.16K – – –
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$6.31K – – –
AWM
204
Avior Wealth Management
Nebraska
$4.79K +$4.79K +19 New
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$3.53K +$1.77K +7 +100%
GRP
206
Global Retirement Partners
California
$2.52K -$252 -1 -9%
BIA
207
Bell Investment Advisors
California
$1.51K – – –
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$1.26K – – –
AF
209
Allworth Financial
California
$1.26K – – –
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$1.01K – – –
UB
211
UMB Bank
Missouri
$1.01K +$1.01K +4 New
FFA
212
Farther Finance Advisors
California
$1K – – –
C
213
Covestor
United Kingdom
$1K +$667 +2 +200%
LC
214
Lindbrook Capital
California
$757 – – –
AWM
215
Abound Wealth Management
Tennessee
$505 – – –
SWS
216
SYSTM Wealth Solutions
Illinois
$505 – – –
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$504 +$504 +2 New
ECM
218
Everence Capital Management
Indiana
$346 – – –
TFM
219
TFC Financial Management
Massachusetts
$253 +$253 +1 New
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$252 +$252 +1 New
FGAM
221
Financial Gravity Asset Management
Texas
$53 -$30 – –
Impax Asset Management Group
222
Impax Asset Management Group
United Kingdom
– -$2.06M -12,000 Closed
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
– -$1.83M -10,611 Closed
AIMCA
224
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.25M -7,239 Closed
Skandinaviska Enskilda Banken (SEB)
225
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$794K -4,600 Closed
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