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Utah Medical Products
UTMD

82 hedge funds and large institutions have $241M invested in Utah Medical Products in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

11% more capital invested

Capital invested by funds: $216M → $241M (+$24.3M)

5% more funds holding

Funds holding: 78 → 82 (+4)

0.68% more ownership

Funds ownership: 69.47% → 70.14% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
33
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.18M
2
HP
HealthInvest Partners
Sweden
+$730K
3
BlackRock
BlackRock
New York
+$631K
4
LCM
Legato Capital Management
California
+$216K
5
PMAM
Penn Mutual Asset Management
Pennsylvania
+$210K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$841K
2
BIP
Brandes Investment Partners
California
-$670K
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$554K
4
Renaissance Technologies
Renaissance Technologies
New York
-$539K
5
RHJA
Rice Hall James & Associates
California
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMINC
26
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.12M +$12.7K +139 +1%
GC
27
Globeflex Capital
California
$976K – – –
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$973K -$1.55K -17 -0.2%
Morgan Stanley
29
Morgan Stanley
New York
$939K -$39.1K -428 -4%
N
30
Nuveen
North Carolina
$901K -$73.9K -810 -8%
SCP
31
Seizert Capital Partners
Michigan
$779K – – –
SO
32
STRS Ohio
Ohio
$583K -$45.6K -500 -8%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$557K – – –
AllianceBernstein
34
AllianceBernstein
Tennessee
$472K +$9.13K +100 +2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$455K +$32.4K +355 +8%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$452K +$10.2K +112 +3%
JIR
37
James Investment Research
Ohio
$429K – – –
PIM
38
Penobscot Investment Management
Massachusetts
$402K – – –
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$373K +$76.9K +842 +29%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$362K +$2.19K +24 +0.7%
AAS
41
Annex Advisory Services
Wisconsin
$359K +$42.5K +466 +15%
Invesco
42
Invesco
Georgia
$358K +$110K +1,208 +51%
Citadel Advisors
43
Citadel Advisors
Florida
$341K +$80.6K +883 +35%
MAM
44
Martingale Asset Management
Massachusetts
$338K -$1.73K -19 -0.6%
ASN
45
Advisory Services Network
Georgia
$334K +$183 +2 +0.1%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$332K – – –
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$284K -$183 -2 -0.1%
PAM
48
Panagora Asset Management
Massachusetts
$275K -$126K -1,375 -33%
WAM
49
Watershed Asset Management
California
$273K -$12.6K -138 -5%
Deutsche Bank
50
Deutsche Bank
Germany
$252K +$2.01K +22 +0.9%
1
2
3 4

UTMD Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2022, worth a combined $241M — up 11% from $216M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UTMD positions and 3 closed out — a net gain of 4 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $1.18M. The largest seller was JP Morgan Chase, cutting an estimated $841K.

  • 82 institutional investors held Utah Medical Products (UTMD) as of Q4 2022, up from 78 in Q3 2022.
  • Funds reported $241M of Utah Medical Products stock for Q4 2022, up 11% quarter-over-quarter.
  • 7 funds opened new Utah Medical Products positions in Q4 2022 and 3 closed out, a net change of +4 holders.
  • The largest Utah Medical Products buyer in Q4 2022 was Bank of New York Mellon, an estimated $1.18M added.
  • The largest Utah Medical Products seller in Q4 2022 was JP Morgan Chase, an estimated $841K sold.

Based on aggregated 13F filings for Q4 2022.