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Utah Medical Products
UTMD

79 hedge funds and large institutions have $149M invested in Utah Medical Products in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

4% more funds holding

Funds holding: 76 → 79 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less capital invested

Capital invested by funds: $159M → $149M (-$9.9M)

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
32
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EA
Emerald Acquisition
Washington
+$637K
2
AA
Ancora Advisors
Ohio
+$519K
3
BPM
Bowling Portfolio Management
Ohio
+$491K
4
BFA
BlackRock Fund Advisors
California
+$416K
5
JP Morgan Chase
JP Morgan Chase
New York
+$379K

Top Sellers

Rank Fund Capital Flow
1
NTCM
Nine Ten Capital Management
Illinois
-$1.82M
2
TC
TFS Capital
Pennsylvania
-$1.05M
3
American Century Companies
American Century Companies
Missouri
-$650K
4
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$604K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$493K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$852K -$1.84K -29 -0.2%
Morgan Stanley
27
Morgan Stanley
New York
$632K +$40.8K +641 +6%
IP
28
Isthmus Partners
Wisconsin
$624K +$16.9K +266 +3%
Charles Schwab
29
Charles Schwab
California
$580K – – –
MAM
30
Martingale Asset Management
Massachusetts
$491K +$274K +4,300 +110%
NFA
31
Nationwide Fund Advisors
Ohio
$487K -$70K -1,100 -12%
Deutsche Bank
32
Deutsche Bank
Germany
$466K -$10.6K -166 -2%
BPM
33
Bowling Portfolio Management
Ohio
$462K +$491K +7,724 New
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$437K +$6.36K +100 +1%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$413K -$286K -4,493 -39%
CCMINC
36
Cardinal Capital Management Inc (North Carolina)
North Carolina
$411K +$35.5K +558 +9%
SCP
37
Seizert Capital Partners
Michigan
$370K +$113K +1,782 +40%
Ohio Public Employees Retirement System (OPERS)
38
Ohio Public Employees Retirement System (OPERS)
Ohio
$331K +$353K +5,542 New
TA
39
Teachers Advisors
New York
$329K – – –
MC
40
Menta Capital
California
$323K +$51.5K +809 +18%
TA
41
Teton Advisors
New York
$309K – – –
Two Sigma Investments
42
Two Sigma Investments
New York
$298K -$127K -2,001 -29%
WCM
43
Wedge Capital Management
North Carolina
$293K – – –
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$281K +$6.36K +100 +2%
FQ
45
First Quadrant
California
$268K +$285K +4,486 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$239K – – –
PIM
47
Penobscot Investment Management
Massachusetts
$239K – – –
SIM
48
Spark Investment Management
New York
$233K – – –
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$183K – – –
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$168K -$9.86K -155 -5%
1
2
3 4

UTMD Hedge Fund Activity: Q3 2016 in Review

79 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2016, worth a combined $149M — down 6.2% from $159M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UTMD positions and 4 closed out — a net gain of 3 holders — while 32 added to existing stakes and 23 trimmed.

The largest buyer was Emerald Acquisition, adding an estimated $637K. The largest seller was Nine Ten Capital Management, cutting an estimated $1.82M.

  • 79 institutional investors held Utah Medical Products (UTMD) as of Q3 2016, up from 76 in Q2 2016.
  • Funds reported $149M of Utah Medical Products stock for Q3 2016, down 6.2% quarter-over-quarter.
  • 7 funds opened new Utah Medical Products positions in Q3 2016 and 4 closed out, a net change of +3 holders.
  • The largest Utah Medical Products buyer in Q3 2016 was Emerald Acquisition, an estimated $637K added.
  • The largest Utah Medical Products seller in Q3 2016 was Nine Ten Capital Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q3 2016.