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Utah Medical Products
UTMD

58 hedge funds and large institutions have $133M invested in Utah Medical Products in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $139M → $133M (-$5.45M)

3% less funds holding

Funds holding: 60 → 58 (-2)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
15
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.05M
2
CIC
Crawford Investment Counsel
Georgia
+$589K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$429K
4
Renaissance Technologies
Renaissance Technologies
New York
+$400K
5
CS
Credit Suisse
Switzerland
+$262K

Top Sellers

Rank Fund Capital Flow
1
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$1.67M
2
BCM
Bares Capital Management
Texas
-$1.26M
3
NI
Numeric Investors
Massachusetts
-$281K
4
Deutsche Bank
Deutsche Bank
Germany
-$230K
5
BIT
BlackRock Institutional Trust
California
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Ativo Capital Management
Illinois
$404K – – –
Charles Schwab
27
Charles Schwab
California
$401K – – –
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$341K – – –
WCM
29
Wedge Capital Management
North Carolina
$337K +$32.9K +600 +11%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$306K -$11.1K -202 -4%
TA
31
Teton Advisors
New York
$296K – – –
Morgan Stanley
32
Morgan Stanley
New York
$277K +$49K +893 +23%
CS
33
Credit Suisse
Switzerland
$273K +$262K +4,769 New
HIM
34
Hillsdale Investment Management
Ontario, Canada
$252K – – –
AI
35
Analytic Investors
California
$246K +$236K +4,304 New
TA
36
Teachers Advisors
New York
$233K – – –
Two Sigma Investments
37
Two Sigma Investments
New York
$229K – – –
STC
38
SEI Trust Company
Pennsylvania
$179K -$14.7K -268 -8%
NFA
39
Nationwide Fund Advisors
Ohio
$145K -$5.43K -99 -4%
BA
40
BlackRock Advisors
Delaware
$132K +$6.86K +125 +6%
Wells Fargo
41
Wells Fargo
California
$131K -$65.8K -1,200 -34%
AIG
42
American International Group
New York
$126K -$1.21K -22 -1%
Citigroup
43
Citigroup
New York
$91K +$87.4K +1,593 +19,913%
Deutsche Bank
44
Deutsche Bank
Germany
$70K -$230K -4,194 -77%
TRCT
45
Tower Research Capital (TRC)
New York
$50K +$31.8K +579 +191%
Invesco
46
Invesco
Georgia
$46K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$43K – – –
PCM
48
Prelude Capital Management
New York
$29K – – –
Barclays
49
Barclays
United Kingdom
$24K +$5.82K +106 +33%
SO
50
STRS Ohio
Ohio
$23K -$5.49K -100 -20%
1
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UTMD Hedge Fund Activity: Q4 2013 in Review

58 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2013, worth a combined $133M — down 3.9% from $139M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UTMD and 3 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 15 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.05M. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $1.67M.

  • 58 institutional investors held Utah Medical Products (UTMD) as of Q4 2013, down from 60 in Q3 2013.
  • Funds reported $133M of Utah Medical Products stock for Q4 2013, down 3.9% quarter-over-quarter.
  • 3 funds opened new Utah Medical Products positions in Q4 2013 and 5 closed out, a net change of -2 holders.
  • The largest Utah Medical Products buyer in Q4 2013 was T. Rowe Price Associates, an estimated $2.05M added.
  • The largest Utah Medical Products seller in Q4 2013 was Morgan Dempsey Capital Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2013.