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UFP Technologies

220 hedge funds and large institutions have $1.75B invested in UFP Technologies in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $1.21M

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

47% more capital invested

Capital invested by funds: $1.19B → $1.75B (+$560M)

5% more funds holding

Funds holding: 209220 (+11)

0.33% more ownership

Funds ownership: 90.72%91.05% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

40% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 92

Holders
220
Holders Change
+11
Holders Change %
+5.26%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
33
Increased
55
Reduced
92
Closed
21
Calls
$2.62M
Puts
$1.21M
Net Calls
+$1.41M
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$276M -$841K -4,422 -0.4%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$190M -$1.42M -7,453 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$133M -$1.07M -5,639 -1%
WA
4
Wasatch Advisors
Utah
$76.5M -$1.86M -9,779 -3%
Renaissance Technologies
5
Renaissance Technologies
New York
$74.7M -$2.06M -10,839 -4%
State Street
6
State Street
Massachusetts
$72.4M -$675K -3,552 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$49.3M -$1.02M -5,361 -3%
AC
8
AltraVue Capital
Washington
$48.7M -$2.97M -15,628 -7%
CAM
9
Congress Asset Management
Massachusetts
$46.9M +$22.5M +118,106 +174%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$40.2M +$841K +4,424 +3%
Morgan Stanley
11
Morgan Stanley
New York
$37.4M -$26.9M -141,454 -49%
Bessemer Group
12
Bessemer Group
New Jersey
$27.9M -$1.14M -5,994 -5%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$25.8M +$19.5M +102,419 New
Swedbank
14
Swedbank
Sweden
$25.2M
GKIM
15
GW&K Investment Management
Massachusetts
$23.7M -$8.35M -43,919 -32%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$23.1M -$4.77M -25,078 -21%
MPIA
17
Mountain Pacific Investment Advisers
Idaho
$22.8M +$3.8M +20,013 +28%
Northern Trust
18
Northern Trust
Illinois
$22.3M -$608K -3,200 -3%
Invesco
19
Invesco
Georgia
$20.8M +$7.1M +37,328 +82%
GCM
20
Geneva Capital Management
Wisconsin
$20.7M -$65.2K -343 -0.4%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$18.8M +$6.43M +33,806 +83%
RIM
22
Ranger Investment Management
Texas
$18.2M +$490K +2,577 +4%
AFR
23
Applied Fundamental Research
Massachusetts
$16.8M -$47.5K -250 -0.4%
Charles Schwab
24
Charles Schwab
California
$15.5M +$452K +2,379 +4%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$14.4M -$2.67M -14,040 -20%

UFPT Hedge Fund Activity: Q1 2024 in Review

220 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UFP Technologies (UFPT) for Q1 2024, worth a combined $1.75B — up 47% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UFPT positions and 21 closed out — a net gain of 12 holders — while 55 added to existing stakes and 92 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $22.5M. The largest seller was Morgan Stanley, cutting an estimated $26.9M.

  • 220 institutional investors held UFP Technologies (UFPT) as of Q1 2024, up from 209 in Q4 2023.
  • Funds reported $1.75B of UFP Technologies stock for Q1 2024, up 47% quarter-over-quarter.
  • 33 funds opened new UFP Technologies positions in Q1 2024 and 21 closed out, a net change of +12 holders.
  • The largest UFP Technologies buyer in Q1 2024 was Congress Asset Management, an estimated $22.5M added.
  • The largest UFP Technologies seller in Q1 2024 was Morgan Stanley, an estimated $26.9M sold.

Based on aggregated 13F filings for Q1 2024.