We are live on ! Find out more
UFPT icon

UFP Technologies

209 hedge funds and large institutions have $1.19B invested in UFP Technologies in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $2.06M | Put options by funds: $1.36M

11% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$118M)

3.57% more ownership

Funds ownership: 87.14%90.72% (+3.6%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding

Funds holding: 208209 (+1)

17% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 77

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
209
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
64
Reduced
77
Closed
23
Calls
$2.06M
Puts
$1.36M
Net Calls
+$705K
Net Calls Change
-$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$189M +$4.23M +26,133 +2%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$131M -$1.21M -7,491 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$91.8M +$4.25M +26,269 +5%
WA
4
Wasatch Advisors
Utah
$53.9M +$2.87M +17,708 +6%
Renaissance Technologies
5
Renaissance Technologies
New York
$52.9M -$5.34M -33,000 -10%
State Street
6
State Street
Massachusetts
$50M +$245K +1,510 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$49.8M +$31.2M +192,652 +199%
AC
8
AltraVue Capital
Washington
$35.9M -$986K -6,086 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$34.5M -$6.17M -38,070 -16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$26.6M +$1.22M +7,562 +5%
GKIM
11
GW&K Investment Management
Massachusetts
$23.7M -$940K -5,805 -4%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$20.1M +$1.46M +9,005 +8%
Bessemer Group
13
Bessemer Group
New Jersey
$20.1M +$494K +3,051 +3%
Swedbank
14
Swedbank
Sweden
$17.2M +$810K +5,000 +5%
Northern Trust
15
Northern Trust
Illinois
$15.7M +$1.25M +7,718 +9%
GCM
16
Geneva Capital Management
Wisconsin
$14.2M +$5.61M +34,622 +72%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$12.2M -$1.47M -9,106 -11%
MPIA
18
Mountain Pacific Investment Advisers
Idaho
$12.1M +$3.59M +22,163 +46%
RIM
19
Ranger Investment Management
Texas
$12M +$607K +3,750 +6%
CAM
20
Congress Asset Management
Massachusetts
$11.7M +$1.44M +8,914 +15%
AFR
21
Applied Fundamental Research
Massachusetts
$11.5M +$302K +1,865 +3%
American Century Companies
22
American Century Companies
Missouri
$10.7M +$9.69M +59,805 +2,806%
Victory Capital Management
23
Victory Capital Management
Texas
$10.3M -$1.05M -6,466 -10%
Charles Schwab
24
Charles Schwab
California
$10.2M +$313K +1,934 +3%
N
25
Nuveen
North Carolina
$9.99M +$122K +751 +1%

UFPT Hedge Fund Activity: Q4 2023 in Review

209 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q4 2023, worth a combined $1.19B — up 11% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UFPT positions and 23 closed out — a net gain of 1 holder — while 64 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.2M. The largest seller was Assenagon Asset Management, cutting an estimated $6.66M.

  • 209 institutional investors held UFP Technologies (UFPT) as of Q4 2023, up from 208 in Q3 2023.
  • Funds reported $1.19B of UFP Technologies stock for Q4 2023, up 11% quarter-over-quarter.
  • 24 funds opened new UFP Technologies positions in Q4 2023 and 23 closed out, a net change of +1 holder.
  • The largest UFP Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $31.2M added.
  • The largest UFP Technologies seller in Q4 2023 was Assenagon Asset Management, an estimated $6.66M sold.

Based on aggregated 13F filings for Q4 2023.