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Utah Medical Products
UTMD

98 hedge funds and large institutions have $266M invested in Utah Medical Products in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

10% more capital invested

Capital invested by funds: $241M → $266M (+$25.2M)

7% more funds holding

Funds holding: 92 → 98 (+6)

1.32% more ownership

Funds ownership: 72.99% → 74.31% (+1.3%)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
39
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.56M
2
BlackRock
BlackRock
New York
+$3.16M
3
RHJA
Rice Hall James & Associates
California
+$2.78M
4
AA
Ancora Advisors
Ohio
+$2.38M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$13.7M
2
Wells Fargo
Wells Fargo
California
-$1.07M
3
Man Group
Man Group
United Kingdom
-$343K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$332K
5
TAM
THB Asset Management
Connecticut
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$1.47M -$67.4K -800 -5%
BCM
27
Bridgeway Capital Management
Texas
$1.33M – – –
N
28
Nuveen
North Carolina
$1.31M +$1.15M +13,674 New
IP
29
Isthmus Partners
Wisconsin
$1.25M +$322K +3,830 +42%
Bessemer Group
30
Bessemer Group
New Jersey
$1.17M +$33.7K +400 +3%
DZ Bank
31
DZ Bank
Germany
$1.08M +$786K +9,340 +473%
MDCM
32
Morgan Dempsey Capital Management
Wisconsin
$1.04M -$48.2K -573 -5%
US Bancorp
33
US Bancorp
Minnesota
$954K -$9.43K -112 -1%
CCMINC
34
Cardinal Capital Management Inc (North Carolina)
North Carolina
$950K -$20.1K -239 -2%
EHC
35
Everett Harris & Co
California
$874K +$535K +6,360 +229%
Charles Schwab
36
Charles Schwab
California
$834K +$24.2K +287 +3%
UBS Group
37
UBS Group
Switzerland
$788K +$86.8K +1,031 +14%
SO
38
STRS Ohio
Ohio
$669K +$16.8K +200 +3%
Wells Fargo
39
Wells Fargo
California
$600K -$1.07M -12,718 -67%
OAM
40
Oxford Asset Management
United Kingdom
$585K -$92.7K -1,101 -15%
Allianz Asset Management
41
Allianz Asset Management
Germany
$545K +$758 +9 +0.2%
Prudential Financial
42
Prudential Financial
New Jersey
$539K -$106K -1,261 -18%
AIA
43
Affinity Investment Advisors
California
$532K +$123K +1,456 +35%
DA
44
Denali Advisors
California
$516K +$316K +3,754 +229%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$515K – – –
ASN
46
Advisory Services Network
Georgia
$511K -$3.37K -40 -0.7%
MERSOM
47
Municipal Employees' Retirement System of Michigan
Michigan
$505K +$445K +5,280 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$482K +$31.3K +372 +8%
CEP
49
Chicago Equity Partners
Illinois
$474K -$101K -1,195 -19%
TA
50
Teton Advisors
New York
$459K – – –
1
2
3 4 5

UTMD Hedge Fund Activity: Q2 2019 in Review

98 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2019, worth a combined $266M — up 10% from $241M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UTMD positions and 6 closed out — a net gain of 8 holders — while 39 added to existing stakes and 27 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $3.56M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $13.7M sold.

  • 98 institutional investors held Utah Medical Products (UTMD) as of Q2 2019, up from 92 in Q1 2019.
  • Funds reported $266M of Utah Medical Products stock for Q2 2019, up 10% quarter-over-quarter.
  • 14 funds opened new Utah Medical Products positions in Q2 2019 and 6 closed out, a net change of +8 holders.
  • The largest Utah Medical Products buyer in Q2 2019 was Russell Investments Group, an estimated $3.56M added.
  • The largest Utah Medical Products seller in Q2 2019 was Lazard Asset Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2019.