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UFP Technologies

61 hedge funds and large institutions have $102M invested in UFP Technologies in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

17% more capital invested

Capital invested by funds: $87.4M → $102M (+$14.5M)

5% more funds holding

Funds holding: 5861 (+3)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$13.1M +$5.42M +223,916 +75%
HCM
2
Huber Capital Management
California
$12M -$281K -11,626 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$11.6M +$181K +7,474 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$9.91M -$2.24M -92,700 -19%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$6.39M +$7.99K +330 +0.1%
RA
6
Royce & Associates
New York
$5.49M -$121K -5,000 -2%
BFA
7
BlackRock Fund Advisors
California
$4.01M -$152K -6,293 -4%
LSV Asset Management
8
LSV Asset Management
Illinois
$3.59M -$18.2K -750 -0.5%
PAIM
9
Punch & Associates Investment Management
Minnesota
$2.85M
Vanguard Group
10
Vanguard Group
Pennsylvania
$2.64M +$9.51K +393 +0.4%
CIC
11
Cornercap Investment Counsel
Georgia
$2.38M -$162K -6,680 -7%
Invesco
12
Invesco
Georgia
$2.35M +$838K +34,624 +59%
RFC
13
Russell Frank Company
Washington
$2.1M -$104K -4,290 -5%
Northern Trust
14
Northern Trust
Illinois
$2.09M +$49.4K +2,043 +3%
State Street
15
State Street
Massachusetts
$1.68M +$3.07K +127 +0.2%
BIT
16
BlackRock Institutional Trust
California
$1.68M -$128K -5,291 -7%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$1.6M +$427K +17,647 +39%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$1.55M +$594K +24,558 +70%
CAM
19
Cubic Asset Management
Massachusetts
$1.35M -$203K -8,400 -14%
DGHMC
20
Dalton, Greiner, Hartman, Maher & Co
New York
$1.33M +$1.28M +52,832 New
NCM
21
Nantahala Capital Management
Connecticut
$1.24M -$1.6M -66,028 -57%
JIR
22
James Investment Research
Ohio
$1.13M +$231K +9,560 +27%
KeyBank National Association
23
KeyBank National Association
Ohio
$958K -$27.6K -1,142 -3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$815K
DM
25
Delphi Management
Massachusetts
$596K +$225K +9,297 +65%

UFPT Hedge Fund Activity: Q4 2013 in Review

61 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q4 2013, worth a combined $102M — up 17% from $87.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UFPT positions and 3 closed out — a net gain of 3 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $5.42M. The largest seller was Wellington Management Group, cutting an estimated $2.24M.

  • 61 institutional investors held UFP Technologies (UFPT) as of Q4 2013, up from 58 in Q3 2013.
  • Funds reported $102M of UFP Technologies stock for Q4 2013, up 17% quarter-over-quarter.
  • 6 funds opened new UFP Technologies positions in Q4 2013 and 3 closed out, a net change of +3 holders.
  • The largest UFP Technologies buyer in Q4 2013 was Kayne Anderson Rudnick Investment Management, an estimated $5.42M added.
  • The largest UFP Technologies seller in Q4 2013 was Wellington Management Group, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2013.