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UFP Technologies

75 hedge funds and large institutions have $151M invested in UFP Technologies in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7% more capital invested

Capital invested by funds: $141M → $151M (+$10.2M)

0.28% more ownership

Funds ownership: 69.7%69.98% (+0.28%)

6% less funds holding

Funds holding: 8075 (-5)

43% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 30

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
17
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1
Cove Street Capital
California
$19.8M +$1.7M +58,852 +10%
Renaissance Technologies
2
Renaissance Technologies
New York
$16.6M -$5.79K -200 -0%
AA
3
Ancora Advisors
Ohio
$16.3M +$4.67M +161,336 +41%
TAM
4
THB Asset Management
Connecticut
$12.9M -$177K -6,125 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$9.21M -$1.34M -46,306 -13%
BlackRock
6
BlackRock
New York
$9.14M -$142K -4,918 -2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$8.63M -$459K -15,871 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$6.98M +$3.51M +121,192 +105%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$6.56M +$902K +31,173 +16%
PAIM
10
Punch & Associates Investment Management
Minnesota
$5.25M
WCM Investment Management
11
WCM Investment Management
California
$3.81M -$4.39M -151,722 -54%
HCM
12
Huber Capital Management
California
$3.55M -$46.3K -1,600 -1%
State Street
13
State Street
Massachusetts
$3.24M -$190K -6,557 -6%
Northern Trust
14
Northern Trust
Illinois
$2.59M -$3.62K -125 -0.1%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$2.23M
ACM
16
Argent Capital Management
Missouri
$2.1M +$9.26K +320 +0.5%
Federated Hermes
17
Federated Hermes
Pennsylvania
$1.9M +$685K +23,685 +58%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.7M +$5.82K +201 +0.3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.49M +$16.7K +576 +1%
PAM
20
Panagora Asset Management
Massachusetts
$1.27M +$284K +9,812 +30%
CAM
21
Cubic Asset Management
Massachusetts
$1.14M -$74.1K -2,559 -6%
ACA
22
Anchor Capital Advisors
Massachusetts
$1.09M +$17.4K +600 +2%
RA
23
Royce & Associates
New York
$1.07M
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$1.03M
AIM
25
Alambic Investment Management
California
$879K -$212K -7,332 -20%

UFPT Hedge Fund Activity: Q1 2018 in Review

75 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q1 2018, worth a combined $151M — up 7.2% from $141M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UFPT and 5 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 17 added.

The largest buyer was Ancora Advisors, adding an estimated $4.67M. The largest seller was WCM Investment Management, cutting an estimated $4.39M.

  • 75 institutional investors held UFP Technologies (UFPT) as of Q1 2018, down from 80 in Q4 2017.
  • Funds reported $151M of UFP Technologies stock for Q1 2018, up 7.2% quarter-over-quarter.
  • 5 funds opened new UFP Technologies positions in Q1 2018 and 10 closed out, a net change of -5 holders.
  • The largest UFP Technologies buyer in Q1 2018 was Ancora Advisors, an estimated $4.67M added.
  • The largest UFP Technologies seller in Q1 2018 was WCM Investment Management, an estimated $4.39M sold.

Based on aggregated 13F filings for Q1 2018.