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Utah Medical Products
UTMD

68 hedge funds and large institutions have $221M invested in Utah Medical Products in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.89% less ownership

Funds ownership: 72.11% → 71.22% (-0.89%)

3% less capital invested

Capital invested by funds: $228M → $221M (-$6.95M)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

14% less funds holding

Funds holding: 79 → 68 (-11)

73% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 15

Holders
68
Holders Change
-11
Holders Change %
-13.92%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
27
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$2.77M
2
Franklin Resources
Franklin Resources
California
+$2.28M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$1.84M
4
RIM
Ranger Investment Management
Texas
+$713K
5
SCP
Seizert Capital Partners
Michigan
+$601K

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.63M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$856K
3
AA
Ancora Advisors
Ohio
-$828K
4
Millennium Management
Millennium Management
New York
-$735K
5
Wells Fargo
Wells Fargo
California
-$697K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMINC
26
Cardinal Capital Management Inc (North Carolina)
North Carolina
$853K +$4.07K +47 +0.5%
BIP
27
Brandes Investment Partners
California
$823K +$374K +4,317 +81%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$815K – – –
PPA
29
Parametric Portfolio Associates
Washington
$576K – – –
GC
30
Globeflex Capital
California
$539K – – –
SO
31
STRS Ohio
Ohio
$501K +$51.9K +600 +11%
Wells Fargo
32
Wells Fargo
California
$476K -$697K -8,056 -59%
LCM
33
Legato Capital Management
California
$473K +$481K +5,559 New
PAM
34
Panagora Asset Management
Massachusetts
$422K +$130K +1,498 +43%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$414K +$35.6K +411 +9%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$404K -$34.1K -394 -8%
AllianceBernstein
37
AllianceBernstein
Tennessee
$400K +$17.3K +200 +4%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$362K +$141K +1,629 +62%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$352K – – –
PIM
40
Penobscot Investment Management
Massachusetts
$340K – – –
Invesco
41
Invesco
Georgia
$306K -$9.09K -105 -3%
ASN
42
Advisory Services Network
Georgia
$281K +$5.11K +59 +2%
Deutsche Bank
43
Deutsche Bank
Germany
$276K -$5.71K -66 -2%
Millennium Management
44
Millennium Management
New York
$252K -$735K -8,493 -74%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$240K -$101K -1,172 -29%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231K +$22.6K +261 +11%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$222K +$5.54K +64 +3%
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$164K – – –
Morgan Stanley
49
Morgan Stanley
New York
$141K +$20.2K +233 +16%
US Bancorp
50
US Bancorp
Minnesota
$132K -$11.2K -129 -8%
1
2
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UTMD Hedge Fund Activity: Q2 2021 in Review

68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2021, worth a combined $221M — down 3.1% from $228M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UTMD and 4 opened new positions — a net loss of 11 holders — while 27 trimmed existing stakes and 26 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.77M. The largest seller was Russell Investments Group, cutting an estimated $3.63M.

  • 68 institutional investors held Utah Medical Products (UTMD) as of Q2 2021, down from 79 in Q1 2021.
  • Funds reported $221M of Utah Medical Products stock for Q2 2021, down 3.1% quarter-over-quarter.
  • 4 funds opened new Utah Medical Products positions in Q2 2021 and 15 closed out, a net change of -11 holders.
  • The largest Utah Medical Products buyer in Q2 2021 was JP Morgan Chase, an estimated $2.77M added.
  • The largest Utah Medical Products seller in Q2 2021 was Russell Investments Group, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2021.