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Utah Medical Products

90 hedge funds and large institutions have $237M invested in Utah Medical Products in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

3% more funds holding

Funds holding: 8790 (+3)

0.11% more ownership

Funds ownership: 70.05%70.16% (+0.11%)

1% less capital invested

Capital invested by funds: $241M → $237M (-$3.55M)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
33
Reduced
37
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$1.52M +$773K +8,205 +101%
Morgan Stanley
27
Morgan Stanley
New York
$1.44M +$24.1K +256 +2%
Charles Schwab
28
Charles Schwab
California
$1.32M -$5.84K -62 -0.4%
EHC
29
Everett Harris & Co
California
$1.3M +$9.99K +106 +0.8%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1.23M +$1.16M +12,292 New
CCMINC
31
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.06M +$13.5K +143 +1%
GC
32
Globeflex Capital
California
$870K -$35.1K -372 -4%
Citadel Advisors
33
Citadel Advisors
Florida
$846K -$30.4K -323 -3%
N
34
Nuveen
North Carolina
$824K
UBS Group
35
UBS Group
Switzerland
$747K +$546K +5,798 +262%
SCP
36
Seizert Capital Partners
Michigan
$551K -$33.6K -357 -6%
QC
37
Quadrature Capital
United Kingdom
$546K +$170K +1,805 +45%
SO
38
STRS Ohio
Ohio
$540K
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$532K +$42.5K +451 +9%
Two Sigma Investments
40
Two Sigma Investments
New York
$476K +$109K +1,155 +29%
American Century Companies
41
American Century Companies
Missouri
$464K +$469K +4,975 New
AllianceBernstein
42
AllianceBernstein
Tennessee
$447K +$9.42K +100 +2%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$438K +$94.2K +1,000 +27%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$419K -$7.92K -84 -2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$408K +$4.81K +51 +1%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$405K -$12.2K -129 -3%
JIR
47
James Investment Research
Ohio
$400K
PIM
48
Penobscot Investment Management
Massachusetts
$373K
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$360K +$19.9K +211 +6%
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$357K +$53.1K +564 +17%

UTMD Hedge Fund Activity: Q2 2023 in Review

90 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2023, worth a combined $237M — down 1.5% from $241M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UTMD positions and 3 closed out — a net gain of 3 holders — while 33 added to existing stakes and 37 trimmed.

The largest buyer was Penn Mutual Asset Management, adding an estimated $1.54M. The largest seller was JP Morgan Chase, cutting an estimated $2.54M.

  • 90 institutional investors held Utah Medical Products (UTMD) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $237M of Utah Medical Products stock for Q2 2023, down 1.5% quarter-over-quarter.
  • 6 funds opened new Utah Medical Products positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest Utah Medical Products buyer in Q2 2023 was Penn Mutual Asset Management, an estimated $1.54M added.
  • The largest Utah Medical Products seller in Q2 2023 was JP Morgan Chase, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2023.