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UFP Technologies
UFPT

Overview Fund Activity

277 hedge funds and large institutions have $1.89B invested in UFP Technologies in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 114 increasing their positions, 79 reducing their positions, and 43 closing their positions.

Holders
277
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.69%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
49
Increased
114
Reduced
79
Closed
43
Calls
$1.58M
Puts
$6.54M
Net Calls
-$4.96M
Net Calls Change
-$3.57M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$141M
2
BTW
2
Boston Trust Walden
Massachusetts
$26.4M
3
UBS Group
3
UBS Group
Switzerland
$18.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$43.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.9M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$108M
2
Invesco
2
Invesco
Georgia
$42.8M
3
OCM
3
Osterweis Capital Management
California
$0
4
GKIM
4
GW&K Investment Management
Massachusetts
$14.5M
5
EI
5
EAM Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
201
Summit Global Investments
Utah
$247K +$247K +1,012 New
CC
202
Corton Capital
Ontario, Canada
$236K +$236K +966 New
Fidelity Investments
203
Fidelity Investments
Massachusetts
$235K -$53.1K -217 -18%
AWA
204
Arete Wealth Advisors
Illinois
$233K +$11.9K +49 +5%
DAS
205
Diversify Advisory Services
Utah
$229K -$21.8K -90 -9%
TRCT
206
Tower Research Capital (TRC)
New York
$225K +$163K +668 +263%
LFAS
207
Level Four Advisory Services
Texas
$225K +$225K +921 New
Squarepoint
208
Squarepoint
New York
$222K -$726K -2,970 -77%
AAS
209
Avantax Advisory Services
Texas
$211K +$21.3K +87 +11%
HSBC Holdings
210
HSBC Holdings
United Kingdom
$205K -$5.33K -22 -3%
BA
211
Bridgewater Associates
Connecticut
$203K -$625K -2,557 -75%
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$201K +$201K +821 New
RIL
213
Rothschild Investment LLC
Illinois
$181K -$978 -4 -0.5%
AIP
214
Ameritas Investment Partners
Nebraska
$180K – – –
CIM
215
Contravisory Investment Management
Massachusetts
$173K – – –
AAM
216
Advisors Asset Management
Colorado
$133K +$31.8K +130 +32%
Canada Pension Plan Investment Board
217
Canada Pension Plan Investment Board
Ontario, Canada
$122K +$24.5K +100 +25%
TCM
218
Tributary Capital Management
Nebraska
$122K +$122K +500 New
PS
219
Principal Securities
Iowa
$109K +$57K +233 +110%
PSFG
220
Park Square Financial Group
Georgia
$107K +$107K +436 New
KBC Group
221
KBC Group
Belgium
$92K +$25.3K +103 +38%
Lazard Asset Management
222
Lazard Asset Management
New York
$84K +$84K +345 New
EWA
223
EverSource Wealth Advisors
Alabama
$81.4K +$16.1K +66 +25%
VWM
224
Venturi Wealth Management
Texas
$74.1K +$74.1K +303 New
BTI
225
Blue Trust Inc
Georgia
$73.4K – – –
7 8
9
10 11