We are live on ! Find out more
UTMD icon

Utah Medical Products
UTMD

60 hedge funds and large institutions have $148M invested in Utah Medical Products in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

38% more capital invested

Capital invested by funds: $107M → $148M (+$40.9M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% less funds holding

Funds holding: 62 → 60 (-2)

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
26
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$888K
2
OCG
Opus Capital Group
Ohio
+$785K
3
RFC
Russell Frank Company
Washington
+$735K
4
American Century Companies
American Century Companies
Missouri
+$551K
5
Two Sigma Investments
Two Sigma Investments
New York
+$221K

Top Sellers

Rank Fund Capital Flow
1
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$1.7M
2
BIT
BlackRock Institutional Trust
California
-$528K
3
RA
Royce & Associates
New York
-$233K
4
BG
BlackRock Group
United Kingdom
-$227K
5
HIM
Hillsdale Investment Management
Ontario, Canada
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$648K +$775 +14 +0.1%
WCM
27
Wallace Capital Management
Texas
$541K +$222 +4 +0%
CYG
28
Clean Yield Group
Vermont
$515K +$2.77K +50 +0.6%
M&T Bank
29
M&T Bank
New York
$447K -$145K -2,623 -26%
ACM
30
Ativo Capital Management
Illinois
$443K – – –
Charles Schwab
31
Charles Schwab
California
$421K – – –
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$417K +$1.66K +30 +0.4%
PIM
33
Penobscot Investment Management
Massachusetts
$360K -$77.5K -1,400 -19%
WCM
34
Wedge Capital Management
North Carolina
$336K -$49.8K -900 -14%
TA
35
Teachers Advisors
New York
$313K – – –
TA
36
Teton Advisors
New York
$311K – – –
SEI Investments
37
SEI Investments
Pennsylvania
$259K +$239K +4,312 New
Two Sigma Investments
38
Two Sigma Investments
New York
$240K +$221K +3,998 New
CIS
39
Connors Investor Services
Pennsylvania
$216K +$199K +3,591 New
MLICM
40
Metropolitan Life Insurance Company (MetLife)
New York
$189K – – –
NFA
41
Nationwide Fund Advisors
Ohio
$172K +$2.16K +39 +1%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$158K – – –
AIG
43
American International Group
New York
$142K -$5.15K -93 -4%
BA
44
BlackRock Advisors
Delaware
$132K -$133K -2,404 -52%
PCM
45
Prelude Capital Management
New York
$78K +$33.2K +600 +86%
Wells Fargo
46
Wells Fargo
California
$46K +$55 +1 +0.1%
UBS Group
47
UBS Group
Switzerland
$43K +$39.4K +712 New
Citigroup
48
Citigroup
New York
$39K +$28.4K +513 +389%
NPC
49
National Planning Corporation
California
$38.2K +$36.5K +660 New
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$36K +$33.2K +600 New
1
2
3

UTMD Hedge Fund Activity: Q4 2014 in Review

60 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2014, worth a combined $148M — up 38% from $107M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UTMD positions and 7 closed out — a net gain of 1 holder — while 26 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $888K. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $1.7M.

  • 60 institutional investors held Utah Medical Products (UTMD) as of Q4 2014, down from 62 in Q3 2014.
  • Funds reported $148M of Utah Medical Products stock for Q4 2014, up 38% quarter-over-quarter.
  • 8 funds opened new Utah Medical Products positions in Q4 2014 and 7 closed out, a net change of +1 holder.
  • The largest Utah Medical Products buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $888K added.
  • The largest Utah Medical Products seller in Q4 2014 was Morgan Dempsey Capital Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q4 2014.