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Utah Medical Products

96 hedge funds and large institutions have $299M invested in Utah Medical Products in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $273M → $299M (+$26.4M)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1% less funds holding

Funds holding: 9796 (-1)

1.97% less ownership

Funds ownership: 76.49%74.52% (-2%)

39% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 44

Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
27
Reduced
44
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
26
Isthmus Partners
Wisconsin
$1.45M +$4.76K +47 +0.4%
UBS Group
27
UBS Group
Switzerland
$1.38M +$184K +1,812 +17%
Bessemer Group
28
Bessemer Group
New Jersey
$1.36M +$20.3K +200 +2%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$1.33M -$19.9K -196 -2%
Invesco
30
Invesco
Georgia
$1.3M +$45.3K +447 +4%
BCM
31
Bridgeway Capital Management
Texas
$1.07M -$405K -4,000 -29%
CCMINC
32
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.05M -$13.7K -135 -1%
WCM
33
Wedge Capital Management
North Carolina
$1.03M -$583K -5,755 -38%
Charles Schwab
34
Charles Schwab
California
$941K
N
35
Nuveen
North Carolina
$727K -$626K -6,180 -48%
Wells Fargo
36
Wells Fargo
California
$725K -$7.8K -77 -1%
Allianz Asset Management
37
Allianz Asset Management
Germany
$718K +$58.3K +575 +9%
KFA
38
Krane Funds Advisors
New York
$689K +$35.9K +354 +6%
EHC
39
Everett Harris & Co
California
$682K -$285K -2,811 -31%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$657K +$97.2K +959 +19%
SO
41
STRS Ohio
Ohio
$647K -$10.1K -100 -2%
Morgan Stanley
42
Morgan Stanley
New York
$606K +$352K +3,476 +163%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$581K
MERSOM
44
Municipal Employees' Retirement System of Michigan
Michigan
$570K
AIA
45
Affinity Investment Advisors
California
$561K -$36.5K -360 -6%
ASN
46
Advisory Services Network
Georgia
$561K -$14.2K -140 -3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$514K +$3.55K +35 +0.7%
TA
48
Teton Advisors
New York
$496K
AllianceBernstein
49
AllianceBernstein
Tennessee
$453K
Barclays
50
Barclays
United Kingdom
$453K +$179K +1,766 +73%

UTMD Hedge Fund Activity: Q4 2019 in Review

96 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2019, worth a combined $299M — up 9.7% from $273M a quarter earlier.

Fund positioning in UTMD was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 27 added to existing stakes and 44 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $1.68M. The largest seller was Vanguard Group, cutting an estimated $1.53M.

  • 96 institutional investors held Utah Medical Products (UTMD) as of Q4 2019, down from 97 in Q3 2019.
  • Funds reported $299M of Utah Medical Products stock for Q4 2019, up 9.7% quarter-over-quarter.
  • 5 funds opened new Utah Medical Products positions in Q4 2019 and 5 closed out, a net change of 0 holders.
  • The largest Utah Medical Products buyer in Q4 2019 was Russell Investments Group, an estimated $1.68M added.
  • The largest Utah Medical Products seller in Q4 2019 was Vanguard Group, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2019.