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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
QCG
201
Quadrant Capital Group
Ohio
$8.32K +$4.94K +26 +371%
TWC
202
TD Waterhouse Canada
Ontario, Canada
$8.15K
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$6.3K
AWM
204
Avior Wealth Management
Nebraska
$4.79K +$3.61K +19 New
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$3.53K +$1.33K +7 +100%
GRP
206
Global Retirement Partners
California
$2.52K -$190 -1 -9%
BIA
207
Bell Investment Advisors
California
$1.51K
AF
208
Allworth Financial
California
$1.26K
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$1.26K
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$1.01K
UB
211
UMB Bank
Missouri
$1.01K +$760 +4 New
FFA
212
Farther Finance Advisors
California
$1K
C
213
Covestor
United Kingdom
$1K +$380 +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 +$380 +2 New
ECM
218
Everence Capital Management
Indiana
$346
TFM
219
TFC Financial Management
Massachusetts
$253 +$190 +1 New
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$252 +$190 +1 New
FGAM
221
Financial Gravity Asset Management
Texas
$53
Impax Asset Management Group
222
Impax Asset Management Group
United Kingdom
-$2.06M -12,000 Closed
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
-$2.02M -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

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.