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UFP Technologies

105 hedge funds and large institutions have $288M invested in UFP Technologies in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more capital invested

Capital invested by funds: $207M → $288M (+$81M)

7% more funds holding

Funds holding: 98105 (+7)

5.87% more ownership

Funds ownership: 72.12%77.99% (+5.9%)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
15
Increased
33
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$26.9M +$467K +10,700 +2%
BlackRock
2
BlackRock
New York
$22.7M +$855K +19,595 +4%
CSC
3
Cove Street Capital
California
$18.3M -$8.18M -187,357 -34%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.6M -$1.99M -45,676 -12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15M -$611 -14 -0%
DI
6
DRH Investments
California
$14.4M +$12.7M +290,015 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$12.7M +$524 +12 +0%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$12.2M -$2.44M -55,900 -19%
WA
9
Wasatch Advisors
Utah
$12M +$10.5M +241,009 New
PAMP
10
Polar Asset Management Partners
Ontario, Canada
$10.5M +$1.21M +27,694 +15%
TAM
11
THB Asset Management
Connecticut
$9.25M -$1.12M -25,652 -12%
PAIM
12
Punch & Associates Investment Management
Minnesota
$8.48M -$306K -7,000 -4%
AC
13
AltraVue Capital
Washington
$7.49M -$275K -6,310 -4%
GKIM
14
GW&K Investment Management
Massachusetts
$7.24M -$408K -9,350 -6%
State Street
15
State Street
Massachusetts
$7.23M +$547K +12,527 +9%
ACM
16
Argent Capital Management
Missouri
$5.23M +$17.5K +400 +0.4%
Northern Trust
17
Northern Trust
Illinois
$4.91M +$64.6K +1,480 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$4.89M +$128K +2,942 +3%
Wells Fargo
19
Wells Fargo
California
$4.78M +$1.52M +34,909 +57%
RC
20
Roubaix Capital
Colorado
$3.7M -$1.19M -27,163 -27%
RA
21
Royce & Associates
New York
$3.61M +$1.55M +35,492 +95%
PAM
22
Panagora Asset Management
Massachusetts
$3.5M +$306K +7,013 +11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.35M +$63.9K +1,464 +2%
RCAMU
24
Rothschild & Co Asset Management US
Connecticut
$2.42M +$2.13M +48,681 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.38M -$358K -8,199 -15%

UFPT Hedge Fund Activity: Q4 2019 in Review

105 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q4 2019, worth a combined $288M — up 39% from $207M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UFPT positions and 8 closed out — a net gain of 7 holders — while 33 added to existing stakes and 32 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $10.5M. The largest seller was Cove Street Capital, cutting an estimated $8.18M.

  • 105 institutional investors held UFP Technologies (UFPT) as of Q4 2019, up from 98 in Q3 2019.
  • Funds reported $288M of UFP Technologies stock for Q4 2019, up 39% quarter-over-quarter.
  • 15 funds opened new UFP Technologies positions in Q4 2019 and 8 closed out, a net change of +7 holders.
  • The largest UFP Technologies buyer in Q4 2019 was Wasatch Advisors, an estimated $10.5M added.
  • The largest UFP Technologies seller in Q4 2019 was Cove Street Capital, an estimated $8.18M sold.

Based on aggregated 13F filings for Q4 2019.