Utah Medical Products
UTMD
91 hedge funds and large institutions have $221M invested in Utah Medical Products in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 9 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 24
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1% more funds holding
Funds holding: 90 → 91 (+1)
0.59% more ownership
Funds ownership: 70.16% → 70.75% (+0.59%)
7% less capital invested
Capital invested by funds: $237M → $221M (-$16.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
+$1.68M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
+$1.18M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$714K |
| 4 |
QC
Quadrature Capital
London,
United Kingdom
|
+$693K |
| 5 |
PMAM
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
+$554K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.23M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$1.09M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$833K |
| 4 |
Morgan Stanley
New York
|
-$641K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$486K |
UTMD Hedge Fund Activity: Q3 2023 in Review
91 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2023, worth a combined $221M — down 6.8% from $237M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UTMD positions and 9 closed out — a net gain of 1 holder — while 41 added to existing stakes and 24 trimmed.
The largest buyer was Bard Associates, opening a new position worth an estimated $1.68M. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.23M sold.
- 91 institutional investors held Utah Medical Products (UTMD) as of Q3 2023, up from 90 in Q2 2023.
- Funds reported $221M of Utah Medical Products stock for Q3 2023, down 6.8% quarter-over-quarter.
- 10 funds opened new Utah Medical Products positions in Q3 2023 and 9 closed out, a net change of +1 holder.
- The largest Utah Medical Products buyer in Q3 2023 was Bard Associates, an estimated $1.68M added.
- The largest Utah Medical Products seller in Q3 2023 was Bank of Montreal, an estimated $1.23M sold.
Based on aggregated 13F filings for Q3 2023.