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Utah Medical Products
UTMD

75 hedge funds and large institutions have $180M invested in Utah Medical Products in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

65.9% more ownership

Funds ownership: 0% → 65.9% (+66%)

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

21% more capital invested

Capital invested by funds: $149M → $180M (+$31.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 79 → 75 (-4)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
32
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.2M
2
AA
Ancora Advisors
Ohio
+$918K
3
BFA
BlackRock Fund Advisors
California
+$914K
4
Morgan Stanley
Morgan Stanley
New York
+$694K
5
JP Morgan Chase
JP Morgan Chase
New York
+$494K

Top Sellers

Rank Fund Capital Flow
1
NTCM
Nine Ten Capital Management
Illinois
-$6.5M
2
American Century Companies
American Century Companies
Missouri
-$817K
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$361K
4
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$331K
5
SIM
Spark Investment Management
New York
-$233K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$1.1M -$29.9K -460 -3%
BIM
27
BlackRock Investment Management
Delaware
$1.03M -$3.97K -61 -0.4%
TCIM
28
TIAA CREF Investment Management
New York
$775K -$15.7K -242 -2%
IP
29
Isthmus Partners
Wisconsin
$764K -$1.95K -30 -0.3%
Charles Schwab
30
Charles Schwab
California
$706K – – –
MAM
31
Martingale Asset Management
Massachusetts
$699K +$91K +1,400 +17%
BPM
32
Bowling Portfolio Management
Ohio
$661K +$88.5K +1,361 +18%
SEI Investments
33
SEI Investments
Pennsylvania
$616K +$473K +7,281 +613%
Deutsche Bank
34
Deutsche Bank
Germany
$607K +$35.6K +547 +7%
NFA
35
Nationwide Fund Advisors
Ohio
$578K -$12.7K -196 -2%
CCMINC
36
Cardinal Capital Management Inc (North Carolina)
North Carolina
$571K +$63.2K +972 +14%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$517K -$13K -200 -3%
SCP
38
Seizert Capital Partners
Michigan
$450K – – –
Bank of America
39
Bank of America
North Carolina
$427K +$372K +5,718 +3,713%
FQ
40
First Quadrant
California
$416K +$80K +1,230 +27%
MC
41
Menta Capital
California
$404K +$10.2K +157 +3%
Citigroup
42
Citigroup
New York
$404K +$195K +2,992 +117%
TA
43
Teachers Advisors
New York
$400K – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$390K +$348K +5,356 New
TA
45
Teton Advisors
New York
$376K – – –
Millennium Management
46
Millennium Management
New York
$369K +$330K +5,077 New
WCM
47
Wedge Capital Management
North Carolina
$356K – – –
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$319K +$114K +1,754 +67%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$302K -$35.5K -546 -12%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$291K – – –
1
2
3 4

UTMD Hedge Fund Activity: Q4 2016 in Review

75 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2016, worth a combined $180M — up 21% from $149M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UTMD and 6 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 32 added.

The largest buyer was Wells Fargo, adding an estimated $1.2M. The largest seller was Nine Ten Capital Management, cutting an estimated $6.5M.

  • 75 institutional investors held Utah Medical Products (UTMD) as of Q4 2016, down from 79 in Q3 2016.
  • Funds reported $180M of Utah Medical Products stock for Q4 2016, up 21% quarter-over-quarter.
  • 6 funds opened new Utah Medical Products positions in Q4 2016 and 7 closed out, a net change of -1 holder.
  • The largest Utah Medical Products buyer in Q4 2016 was Wells Fargo, an estimated $1.2M added.
  • The largest Utah Medical Products seller in Q4 2016 was Nine Ten Capital Management, an estimated $6.5M sold.

Based on aggregated 13F filings for Q4 2016.