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Utah Medical Products

87 hedge funds and large institutions have $241M invested in Utah Medical Products in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

6% more funds holding

Funds holding: 8287 (+5)

0% more capital invested

Capital invested by funds: $241M → $241M (+$435K)

0.09% less ownership

Funds ownership: 70.14%70.05% (-0.09%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
40
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.35M +$15.3K +166 +1%
PMAM
27
Penn Mutual Asset Management
Pennsylvania
$1.32M +$1.07M +11,648 +506%
EHC
28
Everett Harris & Co
California
$1.31M +$1.38K +15 +0.1%
CCMINC
29
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.06M +$2.76K +30 +0.3%
GC
30
Globeflex Capital
California
$920K
Citadel Advisors
31
Citadel Advisors
Florida
$891K +$552K +6,008 +177%
N
32
Nuveen
North Carolina
$838K -$11.5K -125 -1%
Millennium Management
33
Millennium Management
New York
$772K +$749K +8,151 New
SCP
34
Seizert Capital Partners
Michigan
$594K -$136K -1,478 -19%
MDCM
35
Morgan Dempsey Capital Management
Wisconsin
$558K +$542K +5,893 New
SO
36
STRS Ohio
Ohio
$549K
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$499K -$25.3K -275 -5%
AllianceBernstein
38
AllianceBernstein
Tennessee
$445K
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$434K +$7.54K +82 +2%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$424K -$478K -5,202 -54%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$409K -$19K -207 -5%
JIR
42
James Investment Research
Ohio
$407K +$2.02K +22 +0.5%
QC
43
Quadrature Capital
United Kingdom
$384K +$372K +4,048 New
PIM
44
Penobscot Investment Management
Massachusetts
$379K
Two Sigma Investments
45
Two Sigma Investments
New York
$375K +$363K +3,952 New
Two Sigma Advisers
46
Two Sigma Advisers
New York
$351K +$36.8K +400 +12%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$346K +$4.69K +51 +1%
MAM
48
Martingale Asset Management
Massachusetts
$318K
ASN
49
Advisory Services Network
Georgia
$315K +$92 +1 +0%
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$309K -$41.3K -449 -12%

UTMD Hedge Fund Activity: Q1 2023 in Review

87 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2023, worth a combined $241M — up 0.18% from $241M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UTMD positions and 2 closed out — a net gain of 6 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Brandes Investment Partners, opening a new position worth an estimated $1.98M. The largest seller was BlackRock, cutting an estimated $595K.

  • 87 institutional investors held Utah Medical Products (UTMD) as of Q1 2023, up from 82 in Q4 2022.
  • Funds reported $241M of Utah Medical Products stock for Q1 2023, up 0.18% quarter-over-quarter.
  • 8 funds opened new Utah Medical Products positions in Q1 2023 and 2 closed out, a net change of +6 holders.
  • The largest Utah Medical Products buyer in Q1 2023 was Brandes Investment Partners, an estimated $1.98M added.
  • The largest Utah Medical Products seller in Q1 2023 was BlackRock, an estimated $595K sold.

Based on aggregated 13F filings for Q1 2023.