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Utah Medical Products
UTMD

75 hedge funds and large institutions have $220M invested in Utah Medical Products in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.17% less ownership

Funds ownership: 70.29% → 70.12% (-0.17%)

5% less capital invested

Capital invested by funds: $231M → $220M (-$11.3M)

12% less funds holding

Funds holding: 85 → 75 (-10)

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

Holders
75
Holders Change
-10
Holders Change %
-11.76%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
30
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HP
HealthInvest Partners
Sweden
+$2.56M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$786K
3
BIP
Brandes Investment Partners
California
+$676K
4
Morgan Stanley
Morgan Stanley
New York
+$650K
5
Renaissance Technologies
Renaissance Technologies
New York
+$312K

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.23M
2
BlackRock
BlackRock
New York
-$957K
3
QC
Quadrature Capital
United Kingdom
-$619K
4
Two Sigma Investments
Two Sigma Investments
New York
-$539K
5
Wells Fargo
Wells Fargo
California
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMINC
26
Cardinal Capital Management Inc (North Carolina)
North Carolina
$928K +$18.7K +219 +2%
SCP
27
Seizert Capital Partners
Michigan
$896K – – –
Morgan Stanley
28
Morgan Stanley
New York
$847K +$650K +7,624 +341%
GC
29
Globeflex Capital
California
$834K – – –
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$833K – – –
N
31
Nuveen
North Carolina
$831K -$169K -1,982 -17%
BIP
32
Brandes Investment Partners
California
$681K +$676K +7,926 New
PAM
33
Panagora Asset Management
Massachusetts
$583K – – –
SO
34
STRS Ohio
Ohio
$541K +$34.1K +400 +7%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$524K -$239K -2,800 -31%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$476K +$158K +1,849 +50%
AQR Capital Management
37
AQR Capital Management
Connecticut
$459K +$189K +2,218 +71%
AllianceBernstein
38
AllianceBernstein
Tennessee
$404K – – –
JIR
39
James Investment Research
Ohio
$367K – – –
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$353K -$41.5K -487 -11%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$347K -$28.5K -334 -8%
PIM
42
Penobscot Investment Management
Massachusetts
$344K – – –
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$308K +$88.7K +1,040 +41%
AAS
44
Annex Advisory Services
Wisconsin
$287K -$75.3K -883 -21%
ASN
45
Advisory Services Network
Georgia
$285K +$171 +2 +0.1%
MAM
46
Martingale Asset Management
Massachusetts
$285K +$171 +2 +0.1%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$242K -$682 -8 -0.3%
Deutsche Bank
48
Deutsche Bank
Germany
$233K -$12.6K -148 -5%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$206K -$9.81K -115 -5%
Bank of America
50
Bank of America
North Carolina
$183K -$263K -3,085 -59%
1
2
3 4

UTMD Hedge Fund Activity: Q2 2022 in Review

75 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2022, worth a combined $220M — down 4.9% from $231M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of UTMD and 4 opened new positions — a net loss of 8 holders — while 28 trimmed existing stakes and 30 added.

The largest buyer was HealthInvest Partners, adding an estimated $2.56M. The largest seller was Russell Investments Group, cutting an estimated $1.23M.

  • 75 institutional investors held Utah Medical Products (UTMD) as of Q2 2022, down from 85 in Q1 2022.
  • Funds reported $220M of Utah Medical Products stock for Q2 2022, down 4.9% quarter-over-quarter.
  • 4 funds opened new Utah Medical Products positions in Q2 2022 and 12 closed out, a net change of -8 holders.
  • The largest Utah Medical Products buyer in Q2 2022 was HealthInvest Partners, an estimated $2.56M added.
  • The largest Utah Medical Products seller in Q2 2022 was Russell Investments Group, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2022.