We are live on ! Find out more
UTMD icon

Utah Medical Products

90 hedge funds and large institutions have $247M invested in Utah Medical Products in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.44% less ownership

Funds ownership: 74.52%71.07% (-3.4%)

6% less funds holding

Funds holding: 9690 (-6)

17% less capital invested

Capital invested by funds: $299M → $247M (-$51.8M)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
90
Holders Change
-6
Holders Change %
-6.25%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
29
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
26
Bessemer Group
New Jersey
$1.21M +$27.9K +300 +2%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$1.16M -$147K -1,580 -11%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$1.1M -$62.4K -672 -5%
CCMINC
29
Cardinal Capital Management Inc (North Carolina)
North Carolina
$965K +$53.5K +576 +6%
UBS Group
30
UBS Group
Switzerland
$961K -$238K -2,562 -20%
Wells Fargo
31
Wells Fargo
California
$886K +$251K +2,705 +40%
Invesco
32
Invesco
Georgia
$878K -$251K -2,704 -22%
TAM
33
THB Asset Management
Connecticut
$801K -$2.71M -29,134 -77%
EHC
34
Everett Harris & Co
California
$738K +$141K +1,521 +24%
KFA
35
Krane Funds Advisors
New York
$721K +$118K +1,273 +20%
AIA
36
Affinity Investment Advisors
California
$689K +$198K +2,130 +41%
WCM
37
Wedge Capital Management
North Carolina
$604K -$293K -3,155 -33%
Allianz Asset Management
38
Allianz Asset Management
Germany
$602K -$24.3K -261 -4%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$592K +$19.2K +207 +3%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$512K +$5.76K +62 +1%
SO
41
STRS Ohio
Ohio
$498K -$65K -700 -12%
MERSOM
42
Municipal Employees' Retirement System of Michigan
Michigan
$497K
ASN
43
Advisory Services Network
Georgia
$463K -$26K -280 -5%
BCM
44
Bridgeway Capital Management
Texas
$461K -$465K -5,000 -51%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$448K
Citadel Advisors
46
Citadel Advisors
Florida
$437K +$235K +2,530 +119%
AllianceBernstein
47
AllianceBernstein
Tennessee
$423K +$27.9K +300 +7%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$376K
PIM
49
Penobscot Investment Management
Massachusetts
$376K
FHB
50
First Hawaiian Bank
Hawaii
$370K

UTMD Hedge Fund Activity: Q1 2020 in Review

90 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2020, worth a combined $247M — down 17% from $299M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UTMD and 6 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 29 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.15M. The largest seller was THB Asset Management, cutting an estimated $2.71M.

  • 90 institutional investors held Utah Medical Products (UTMD) as of Q1 2020, down from 96 in Q4 2019.
  • Funds reported $247M of Utah Medical Products stock for Q1 2020, down 17% quarter-over-quarter.
  • 6 funds opened new Utah Medical Products positions in Q1 2020 and 10 closed out, a net change of -4 holders.
  • The largest Utah Medical Products buyer in Q1 2020 was JP Morgan Chase, an estimated $1.15M added.
  • The largest Utah Medical Products seller in Q1 2020 was THB Asset Management, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2020.