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UFP Technologies

208 hedge funds and large institutions have $1.08B invested in UFP Technologies in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $1.26M

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

8% more funds holding

Funds holding: 192208 (+16)

0.95% more ownership

Funds ownership: 86.2%87.14% (+0.95%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

15% less capital invested

Capital invested by funds: $1.27B → $1.08B (-$196M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
208
Holders Change
+16
Holders Change %
+8.33%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
36
Increased
65
Reduced
74
Closed
20
Calls
$4.47M
Puts
$1.26M
Net Calls
+$3.21M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$173M +$658K +3,755 +0.4%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$124M -$515K -2,940 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$81.9M +$2.18M +12,420 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$54.9M +$3.21M +18,339 +6%
WA
5
Wasatch Advisors
Utah
$47.7M +$914K +5,216 +2%
State Street
6
State Street
Massachusetts
$46.7M -$1.33M -7,607 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$38.5M -$786K -4,490 -2%
AC
8
AltraVue Capital
Washington
$34.7M -$750K -4,281 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$23.8M +$943K +5,382 +4%
GKIM
10
GW&K Investment Management
Massachusetts
$23.2M +$4.1M +23,385 +19%
Bessemer Group
11
Bessemer Group
New Jersey
$18.3M -$515K -2,941 -3%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$17.4M +$1.78M +10,141 +10%
Morgan Stanley
13
Morgan Stanley
New York
$15.7M -$2.08M -11,854 -11%
Swedbank
14
Swedbank
Sweden
$15.3M +$1.75M +10,000 +12%
Northern Trust
15
Northern Trust
Illinois
$13.5M +$121K +691 +0.8%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$12.9M +$702K +4,007 +5%
Victory Capital Management
17
Victory Capital Management
Texas
$10.7M +$835K +4,769 +8%
RIM
18
Ranger Investment Management
Texas
$10.6M -$646K -3,686 -5%
AFR
19
Applied Fundamental Research
Massachusetts
$10.5M -$603K -3,443 -5%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$10M -$5.88M -33,600 -35%
CAM
21
Congress Asset Management
Massachusetts
$9.51M +$691K +3,946 +7%
N
22
Nuveen
North Carolina
$9.25M -$4.01M -22,875 -29%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.23M -$378K -2,159 -4%
Charles Schwab
24
Charles Schwab
California
$9.21M +$6.58M +37,590 +193%
RA
25
Royce & Associates
New York
$9.15M +$2.64M +15,075 +36%

UFPT Hedge Fund Activity: Q3 2023 in Review

208 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q3 2023, worth a combined $1.08B — down 15% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UFPT positions and 20 closed out — a net gain of 16 holders — while 65 added to existing stakes and 74 trimmed.

The largest buyer was Mountain Pacific Investment Advisers, opening a new position worth an estimated $8.44M. The largest seller was Invesco, cutting an estimated $9.51M.

  • 208 institutional investors held UFP Technologies (UFPT) as of Q3 2023, up from 192 in Q2 2023.
  • Funds reported $1.08B of UFP Technologies stock for Q3 2023, down 15% quarter-over-quarter.
  • 36 funds opened new UFP Technologies positions in Q3 2023 and 20 closed out, a net change of +16 holders.
  • The largest UFP Technologies buyer in Q3 2023 was Mountain Pacific Investment Advisers, an estimated $8.44M added.
  • The largest UFP Technologies seller in Q3 2023 was Invesco, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2023.