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Utah Medical Products
UTMD

63 hedge funds and large institutions have $147M invested in Utah Medical Products in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

3% more funds holding

Funds holding: 61 → 63 (+2)

1% more capital invested

Capital invested by funds: $146M → $147M (+$1.71M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
30
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$1.47M
2
RFC
Russell Frank Company
Washington
+$752K
3
CYG
Clean Yield Group
Vermont
+$520K
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$464K
5
OCG
Opus Capital Group
Ohio
+$283K

Top Sellers

Rank Fund Capital Flow
1
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$537K
2
BIT
BlackRock Institutional Trust
California
-$297K
3
BFA
BlackRock Fund Advisors
California
-$280K
4
American Century Companies
American Century Companies
Missouri
-$109K
5
Northern Trust
Northern Trust
Illinois
-$76.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$585K +$158K +2,800 +40%
WCM
27
Wallace Capital Management
Texas
$537K +$169 +3 +0%
M&T Bank
28
M&T Bank
New York
$444K – – –
ACM
29
Ativo Capital Management
Illinois
$443K +$50K +888 +12%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$409K +$1.52K +27 +0.4%
Morgan Stanley
31
Morgan Stanley
New York
$344K +$95.3K +1,693 +42%
WCM
32
Wedge Capital Management
North Carolina
$334K – – –
TA
33
Teachers Advisors
New York
$328K -$8.72K -155 -3%
TA
34
Teton Advisors
New York
$309K – – –
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$291K +$275K +4,878 New
CCMINC
36
Cardinal Capital Management Inc (North Carolina)
North Carolina
$277K +$50.4K +896 +24%
SEI Investments
37
SEI Investments
Pennsylvania
$257K – – –
PIM
38
Penobscot Investment Management
Massachusetts
$239K -$56.3K -1,000 -20%
Two Sigma Investments
39
Two Sigma Investments
New York
$226K -$11.3K -200 -5%
CIS
40
Connors Investor Services
Pennsylvania
$214K – – –
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$207K -$11.3K -200 -5%
MLICM
42
Metropolitan Life Insurance Company (MetLife)
New York
$198K +$10.1K +179 +6%
BA
43
BlackRock Advisors
Delaware
$162K +$9.46K +168 +7%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$159K – – –
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$157K – – –
NFA
46
Nationwide Fund Advisors
Ohio
$154K -$10.9K -193 -7%
AIG
47
American International Group
New York
$131K -$9.29K -165 -7%
Citigroup
48
Citigroup
New York
$129K +$110K +1,959 +951%
Wells Fargo
49
Wells Fargo
California
$71K +$22K +391 +49%
UBS Group
50
UBS Group
Switzerland
$63K +$50.8K +903 +606%
1
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UTMD Hedge Fund Activity: Q2 2015 in Review

63 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2015, worth a combined $147M — up 1.2% from $146M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UTMD positions and 2 closed out — a net gain of 2 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Ancora Advisors, opening a new position worth an estimated $1.47M. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $537K.

  • 63 institutional investors held Utah Medical Products (UTMD) as of Q2 2015, up from 61 in Q1 2015.
  • Funds reported $147M of Utah Medical Products stock for Q2 2015, up 1.2% quarter-over-quarter.
  • 4 funds opened new Utah Medical Products positions in Q2 2015 and 2 closed out, a net change of +2 holders.
  • The largest Utah Medical Products buyer in Q2 2015 was Ancora Advisors, an estimated $1.47M added.
  • The largest Utah Medical Products seller in Q2 2015 was Morgan Dempsey Capital Management, an estimated $537K sold.

Based on aggregated 13F filings for Q2 2015.