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Utah Medical Products
UTMD

62 hedge funds and large institutions have $107M invested in Utah Medical Products in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 63 → 62 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

14% less capital invested

Capital invested by funds: $125M → $107M (-$17.4M)

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
22
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$2.06M
2
OCG
Opus Capital Group
Ohio
+$1.15M
3
MDCM
Morgan Dempsey Capital Management
Wisconsin
+$633K
4
M&T Bank
M&T Bank
New York
+$511K
5
AA
Ancora Advisors
Ohio
+$307K

Top Sellers

Rank Fund Capital Flow
1
BCM
Bares Capital Management
Texas
-$15.6M
2
ZIM
Zacks Investment Management
Illinois
-$493K
3
EGA
Eagle Global Advisors
Texas
-$216K
4
Two Sigma Investments
Two Sigma Investments
New York
-$206K
5
BFA
BlackRock Fund Advisors
California
-$194K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Wallace Capital Management
Texas
$439K -$24.5K -482 -5%
CYG
27
Clean Yield Group
Vermont
$416K -$37.6K -740 -8%
PIM
28
Penobscot Investment Management
Massachusetts
$361K – – –
ACM
29
Ativo Capital Management
Illinois
$359K +$15.2K +300 +4%
Charles Schwab
30
Charles Schwab
California
$342K – – –
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$337K +$1.98K +39 +0.6%
WCM
32
Wedge Capital Management
North Carolina
$317K +$5.08K +100 +2%
TA
33
Teachers Advisors
New York
$254K – – –
TA
34
Teton Advisors
New York
$252K – – –
BG
35
BlackRock Group
United Kingdom
$227K – – –
BA
36
BlackRock Advisors
Delaware
$225K – – –
HIM
37
Hillsdale Investment Management
Ontario, Canada
$215K – – –
STC
38
SEI Trust Company
Pennsylvania
$201K +$98K +1,930 +88%
MLICM
39
Metropolitan Life Insurance Company (MetLife)
New York
$153K – – –
SG Americas Securities
40
SG Americas Securities
New York
$139K +$145K +2,851 New
NFA
41
Nationwide Fund Advisors
Ohio
$138K +$2.39K +47 +2%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$128K – – –
AIG
43
American International Group
New York
$120K -$102 -2 -0.1%
TRCT
44
Tower Research Capital (TRC)
New York
$94K +$96K +1,890 +4,610%
U
45
UBS
Switzerland
$75K +$77.8K +1,532 New
DBT
46
Dubuque Bank & Trust
Iowa
$41K -$5.08K -100 -11%
Wells Fargo
47
Wells Fargo
California
$37K -$4.83K -95 -11%
PCM
48
Prelude Capital Management
New York
$34K +$35.6K +700 New
SO
49
STRS Ohio
Ohio
$20K – – –
GSC
50
Ground Swell Capital
South Carolina
$19K +$19.6K +385 New
1
2
3

UTMD Hedge Fund Activity: Q3 2014 in Review

62 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2014, worth a combined $107M — down 14% from $125M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UTMD and 8 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 22 added.

The largest buyer was American Century Companies, adding an estimated $2.06M. The largest seller was Bares Capital Management, exiting entirely with an estimated $15.6M sold.

  • 62 institutional investors held Utah Medical Products (UTMD) as of Q3 2014, down from 63 in Q2 2014.
  • Funds reported $107M of Utah Medical Products stock for Q3 2014, down 14% quarter-over-quarter.
  • 8 funds opened new Utah Medical Products positions in Q3 2014 and 9 closed out, a net change of -1 holder.
  • The largest Utah Medical Products buyer in Q3 2014 was American Century Companies, an estimated $2.06M added.
  • The largest Utah Medical Products seller in Q3 2014 was Bares Capital Management, an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2014.