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UFP Technologies

157 hedge funds and large institutions have $793M invested in UFP Technologies in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $673M → $793M (+$120M)

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

1% more funds holding

Funds holding: 155157 (+2)

0.91% more ownership

Funds ownership: 79.26%80.16% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

90% less call options, than puts

Call options by funds: $38K | Put options by funds: $363K

Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
2.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
60
Reduced
51
Closed
13
Calls
$38K
Puts
$363K
Net Calls
-$325K
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$91.3M -$385K -3,313 -0.5%
WA
2
Wasatch Advisors
Utah
$62.3M +$18.8M +161,691 +51%
BlackRock
3
BlackRock
New York
$60.1M +$336K +2,896 +0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$49.1M +$2.88M +24,805 +7%
Renaissance Technologies
5
Renaissance Technologies
New York
$43.6M -$5.09M -43,800 -12%
AC
6
AltraVue Capital
Washington
$38.5M -$65.1K -560 -0.2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$34.1M -$4.58M -39,408 -13%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$27.2M -$3.58M -30,796 -13%
State Street
9
State Street
Massachusetts
$27.1M +$2.55M +21,940 +12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$17.4M +$759K +6,529 +5%
GKIM
11
GW&K Investment Management
Massachusetts
$16.3M +$1.91M +16,430 +15%
Bessemer Group
12
Bessemer Group
New Jersey
$15.5M -$555K -4,778 -4%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$13.2M -$239K -2,060 -2%
Swedbank
14
Swedbank
Sweden
$13M +$6.39M +55,000 +122%
RIM
15
Ranger Investment Management
Texas
$12.9M +$265K +2,280 +2%
AFR
16
Applied Fundamental Research
Massachusetts
$12.9M -$4.71M -40,508 -29%
Morgan Stanley
17
Morgan Stanley
New York
$11.8M +$344K +2,964 +3%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$10.7M +$955K +8,218 +11%
Northern Trust
19
Northern Trust
Illinois
$9.72M -$6.62K -57 -0.1%
PAIM
20
Punch & Associates Investment Management
Minnesota
$9.22M -$2.77M -23,800 -25%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$9.14M +$4.44M +38,246 +119%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$9M +$1.49M +12,852 +23%
Victory Capital Management
23
Victory Capital Management
Texas
$8.93M -$912K -7,850 -10%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$7.61M -$5.6M -48,186 -45%
N
25
Nuveen
North Carolina
$7.57M +$3.3M +28,393 +95%

UFPT Hedge Fund Activity: Q1 2023 in Review

157 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q1 2023, worth a combined $793M — up 18% from $673M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UFPT positions and 13 closed out — a net gain of 4 holders — while 60 added to existing stakes and 51 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $18.8M. The largest seller was Fidelity Investments, cutting an estimated $6.37M.

  • 157 institutional investors held UFP Technologies (UFPT) as of Q1 2023, up from 155 in Q4 2022.
  • Funds reported $793M of UFP Technologies stock for Q1 2023, up 18% quarter-over-quarter.
  • 17 funds opened new UFP Technologies positions in Q1 2023 and 13 closed out, a net change of +4 holders.
  • The largest UFP Technologies buyer in Q1 2023 was Wasatch Advisors, an estimated $18.8M added.
  • The largest UFP Technologies seller in Q1 2023 was Fidelity Investments, an estimated $6.37M sold.

Based on aggregated 13F filings for Q1 2023.