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Utah Medical Products

97 hedge funds and large institutions have $273M invested in Utah Medical Products in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

2.18% more ownership

Funds ownership: 74.31%76.49% (+2.2%)

2% more capital invested

Capital invested by funds: $266M → $273M (+$6.22M)

1% less funds holding

Funds holding: 9897 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
33
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$1.47M
BCM
27
Bridgeway Capital Management
Texas
$1.33M
IP
28
Isthmus Partners
Wisconsin
$1.28M +$35.7K +384 +3%
N
29
Nuveen
North Carolina
$1.24M -$70.3K -756 -6%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$1.2M -$309K -3,320 -21%
Bessemer Group
31
Bessemer Group
New Jersey
$1.19M +$18.6K +200 +2%
Invesco
32
Invesco
Georgia
$1.11M +$826K +8,889 +329%
UBS Group
33
UBS Group
Switzerland
$1.05M +$254K +2,735 +33%
MDCM
34
Morgan Dempsey Capital Management
Wisconsin
$959K -$77.5K -834 -8%
CCMINC
35
Cardinal Capital Management Inc (North Carolina)
North Carolina
$942K -$8.83K -95 -1%
US Bancorp
36
US Bancorp
Minnesota
$880K -$73.3K -789 -8%
EHC
37
Everett Harris & Co
California
$875K
Charles Schwab
38
Charles Schwab
California
$835K
Squarepoint
39
Squarepoint
New York
$764K +$509K +5,472 +219%
Wells Fargo
40
Wells Fargo
California
$652K +$48.8K +525 +8%
SO
41
STRS Ohio
Ohio
$584K -$83.6K -900 -13%
Allianz Asset Management
42
Allianz Asset Management
Germany
$583K +$36.2K +389 +7%
KFA
43
Krane Funds Advisors
New York
$578K +$493K +5,302 +723%
DekaBank Deutsche Girozentrale
44
DekaBank Deutsche Girozentrale
Germany
$555K +$126K +1,359 +31%
AIA
45
Affinity Investment Advisors
California
$533K
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$516K
ASN
47
Advisory Services Network
Georgia
$511K
MERSOM
48
Municipal Employees' Retirement System of Michigan
Michigan
$506K
OAM
49
Oxford Asset Management
United Kingdom
$501K -$82.4K -887 -15%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$491K +$8.55K +92 +2%

UTMD Hedge Fund Activity: Q3 2019 in Review

97 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2019, worth a combined $273M — up 2.3% from $266M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UTMD and 8 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 33 added.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $10.6M. The largest seller was Fidelity Investments, cutting an estimated $5.62M.

  • 97 institutional investors held Utah Medical Products (UTMD) as of Q3 2019, down from 98 in Q2 2019.
  • Funds reported $273M of Utah Medical Products stock for Q3 2019, up 2.3% quarter-over-quarter.
  • 8 funds opened new Utah Medical Products positions in Q3 2019 and 9 closed out, a net change of -1 holder.
  • The largest Utah Medical Products buyer in Q3 2019 was ProShare Advisors, an estimated $10.6M added.
  • The largest Utah Medical Products seller in Q3 2019 was Fidelity Investments, an estimated $5.62M sold.

Based on aggregated 13F filings for Q3 2019.