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Utah Medical Products

93 hedge funds and large institutions have $238M invested in Utah Medical Products in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

3% more funds holding

Funds holding: 9093 (+3)

2.92% more ownership

Funds ownership: 71.07%73.99% (+2.9%)

4% less capital invested

Capital invested by funds: $247M → $238M (-$9.01M)

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
33
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
26
Isthmus Partners
Wisconsin
$1.2M +$22.8K +254 +2%
N
27
Nuveen
North Carolina
$1.17M -$25.4K -283 -2%
Bessemer Group
28
Bessemer Group
New Jersey
$1.17M +$26.9K +300 +2%
Wells Fargo
29
Wells Fargo
California
$845K +$10.4K +116 +1%
CCMINC
30
Cardinal Capital Management Inc (North Carolina)
North Carolina
$821K -$89.6K -998 -10%
EHC
31
Everett Harris & Co
California
$703K +$7.63K +85 +1%
HF
32
HRT Financial
New York
$674K +$683K +7,610 New
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$668K -$428K -4,770 -39%
HR
34
Hayden Royal
North Carolina
$661K +$1.05M +11,709 New
AIA
35
Affinity Investment Advisors
California
$650K
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$627K +$70.4K +784 +12%
Allianz Asset Management
37
Allianz Asset Management
Germany
$596K +$29.5K +329 +5%
OMC
38
Old Mission Capital
Illinois
$590K +$597K +6,655 New
WCM
39
Wedge Capital Management
North Carolina
$569K
GC
40
Globeflex Capital
California
$497K +$503K +5,605 New
SO
41
STRS Ohio
Ohio
$469K
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$456K -$26.4K -294 -5%
Citigroup
43
Citigroup
New York
$448K +$360K +4,008 +384%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$433K +$10.3K +115 +2%
AllianceBernstein
45
AllianceBernstein
Tennessee
$425K +$26.9K +300 +7%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$354K
PIM
47
Penobscot Investment Management
Massachusetts
$354K
Prudential Financial
48
Prudential Financial
New Jersey
$353K +$357K +3,981 New
FHB
49
First Hawaiian Bank
Hawaii
$348K
Citadel Advisors
50
Citadel Advisors
Florida
$290K -$124K -1,383 -30%

UTMD Hedge Fund Activity: Q2 2020 in Review

93 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2020, worth a combined $238M — down 3.6% from $247M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UTMD positions and 9 closed out — a net gain of 3 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.1M. The largest seller was ProShare Advisors, exiting entirely with an estimated $11.6M sold.

  • 93 institutional investors held Utah Medical Products (UTMD) as of Q2 2020, up from 90 in Q1 2020.
  • Funds reported $238M of Utah Medical Products stock for Q2 2020, down 3.6% quarter-over-quarter.
  • 12 funds opened new Utah Medical Products positions in Q2 2020 and 9 closed out, a net change of +3 holders.
  • The largest Utah Medical Products buyer in Q2 2020 was Fidelity Investments, an estimated $10.1M added.
  • The largest Utah Medical Products seller in Q2 2020 was ProShare Advisors, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2020.