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Utah Medical Products
UTMD

79 hedge funds and large institutions have $228M invested in Utah Medical Products in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

3% more funds holding

Funds holding: 77 → 79 (+2)

3% more capital invested

Capital invested by funds: $221M → $228M (+$6.99M)

0.11% more ownership

Funds ownership: 72% → 72.11% (+0.11%)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$1.36M
2
RHJA
Rice Hall James & Associates
California
+$1.14M
3
Goldman Sachs
Goldman Sachs
New York
+$917K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$843K
5
PPA
Parametric Portfolio Associates
Washington
+$596K

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.69M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$748K
3
Northern Trust
Northern Trust
Illinois
-$725K
4
State Street
State Street
Massachusetts
-$724K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$992K -$347K -3,949 -26%
CCMINC
27
Cardinal Capital Management Inc (North Carolina)
North Carolina
$864K +$14.8K +168 +2%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$830K +$843K +9,588 New
RJA
29
Raymond James & Associates
Florida
$692K +$30.6K +348 +5%
AIA
30
Affinity Investment Advisors
California
$635K – – –
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$589K -$73.8K -839 -11%
PPA
32
Parametric Portfolio Associates
Washington
$587K +$596K +6,779 New
WCM
33
Wedge Capital Management
North Carolina
$579K +$23.4K +266 +4%
GC
34
Globeflex Capital
California
$549K – – –
Allianz Asset Management
35
Allianz Asset Management
Germany
$538K -$2.99K -34 -0.5%
BIP
36
Brandes Investment Partners
California
$465K +$472K +5,362 New
SO
37
STRS Ohio
Ohio
$458K – – –
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$446K – – –
AllianceBernstein
39
AllianceBernstein
Tennessee
$390K – – –
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$386K -$13.2K -150 -3%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$358K +$105K +1,191 +40%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$346K – – –
PIM
43
Penobscot Investment Management
Massachusetts
$346K – – –
SCP
44
Seizert Capital Partners
Michigan
$346K – – –
FHB
45
First Hawaiian Bank
Hawaii
$340K – – –
Invesco
46
Invesco
Georgia
$321K +$52.8K +600 +19%
PAM
47
Panagora Asset Management
Massachusetts
$300K +$33K +375 +12%
Deutsche Bank
48
Deutsche Bank
Germany
$286K -$18.7K -213 -6%
ASN
49
Advisory Services Network
Georgia
$281K +$33.9K +385 +13%
Bank of America
50
Bank of America
North Carolina
$277K +$142K +1,615 +102%
1
2
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UTMD Hedge Fund Activity: Q1 2021 in Review

79 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2021, worth a combined $228M — up 3.2% from $221M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UTMD positions and 8 closed out — a net gain of 2 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $1.36M. The largest seller was Russell Investments Group, cutting an estimated $2.69M.

  • 79 institutional investors held Utah Medical Products (UTMD) as of Q1 2021, up from 77 in Q4 2020.
  • Funds reported $228M of Utah Medical Products stock for Q1 2021, up 3.2% quarter-over-quarter.
  • 10 funds opened new Utah Medical Products positions in Q1 2021 and 8 closed out, a net change of +2 holders.
  • The largest Utah Medical Products buyer in Q1 2021 was Franklin Resources, an estimated $1.36M added.
  • The largest Utah Medical Products seller in Q1 2021 was Russell Investments Group, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2021.