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UFP Technologies

279 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, 115 increasing their positions, 79 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 79

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

8.96% more ownership

Funds ownership: 92.13%101.09% (+9%)

1% less funds holding

Funds holding: 281279 (-2)

15% less capital invested

Capital invested by funds: $2.24B → $1.89B (-$345M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

76% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $6.54M

Holders
279
Holders Change
-2
Holders Change %
-0.71%
% of All Funds
3.67%
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
115
Reduced
79
Closed
44
Calls
$1.58M
Puts
$6.54M
Net Calls
-$4.96M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
Inspire Advisors
Idaho
$252K -$235K -809 -44%
SGI
202
Summit Global Investments
Utah
$247K +$295K +1,012 New
CC
203
Corton Capital
Ontario, Canada
$236K +$281K +966 New
Fidelity Investments
204
Fidelity Investments
Massachusetts
$235K -$63.2K -217 -18%
AWA
205
Arete Wealth Advisors
Illinois
$233K +$14.3K +49 +5%
DAS
206
Diversify Advisory Services
Utah
$229K -$26.2K -90 -9%
TRCT
207
Tower Research Capital (TRC)
New York
$225K +$194K +668 +263%
LFAS
208
Level Four Advisory Services
Texas
$225K +$268K +921 New
Squarepoint
209
Squarepoint
New York
$222K -$864K -2,970 -77%
AAS
210
Avantax Advisory Services
Texas
$211K +$25.3K +87 +11%
HSBC Holdings
211
HSBC Holdings
United Kingdom
$205K -$6.4K -22 -3%
BA
212
Bridgewater Associates
Connecticut
$203K -$744K -2,557 -75%
Envestnet Portfolio Solutions
213
Envestnet Portfolio Solutions
Illinois
$201K +$239K +821 New
RIL
214
Rothschild Investment LLC
Illinois
$181K -$1.16K -4 -0.5%
AIP
215
Ameritas Investment Partners
Nebraska
$180K
CIM
216
Contravisory Investment Management
Massachusetts
$173K
AAM
217
Advisors Asset Management
Colorado
$133K +$37.8K +130 +32%
Canada Pension Plan Investment Board
218
Canada Pension Plan Investment Board
Ontario, Canada
$122K +$29.1K +100 +25%
TCM
219
Tributary Capital Management
Nebraska
$122K +$146K +500 New
PS
220
Principal Securities
Iowa
$109K +$67.8K +233 +110%
PSFG
221
Park Square Financial Group
Georgia
$107K +$127K +436 New
KBC Group
222
KBC Group
Belgium
$92K +$30K +103 +38%
Lazard Asset Management
223
Lazard Asset Management
New York
$84K +$100K +345 New
EWA
224
EverSource Wealth Advisors
Alabama
$81.4K +$19.2K +66 +25%
VWM
225
Venturi Wealth Management
Texas
$74.1K +$88.2K +303 New

UFPT Hedge Fund Activity: Q4 2024 in Review

279 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q4 2024, worth a combined $1.89B — down 15% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UFPT positions and 44 closed out — a net gain of 5 holders — while 115 added to existing stakes and 79 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $45.4M. The largest seller was Neuberger Berman Group, cutting an estimated $29.7M.

  • 279 institutional investors held UFP Technologies (UFPT) as of Q4 2024, down from 281 in Q3 2024.
  • Funds reported $1.89B of UFP Technologies stock for Q4 2024, down 15% quarter-over-quarter.
  • 49 funds opened new UFP Technologies positions in Q4 2024 and 44 closed out, a net change of +5 holders.
  • The largest UFP Technologies buyer in Q4 2024 was Wasatch Advisors, an estimated $45.4M added.
  • The largest UFP Technologies seller in Q4 2024 was Neuberger Berman Group, an estimated $29.7M sold.

Based on aggregated 13F filings for Q4 2024.