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Utah Medical Products
UTMD

89 hedge funds and large institutions have $213M invested in Utah Medical Products in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $221M → $213M (-$8.38M)

1.12% less ownership

Funds ownership: 70.75% → 69.63% (-1.1%)

2% less funds holding

Funds holding: 91 → 89 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
34
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PMAM
Penn Mutual Asset Management
Pennsylvania
+$1.39M
2
Morgan Stanley
Morgan Stanley
New York
+$1.37M
3
BlackRock
BlackRock
New York
+$581K
4
BIP
Brandes Investment Partners
California
+$477K
5
JP Morgan Chase
JP Morgan Chase
New York
+$445K

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$4.99M
2
RA
Royce & Associates
New York
-$1.4M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$1.1M
4
RHJA
Rice Hall James & Associates
California
-$549K
5
Goldman Sachs
Goldman Sachs
New York
-$534K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Ancora Advisors
Ohio
$1.4M – – –
LSV Asset Management
27
LSV Asset Management
Illinois
$1.39M -$230K -2,771 -14%
RA
28
Royce & Associates
New York
$1.33M -$1.4M -16,867 -52%
EHC
29
Everett Harris & Co
California
$1.25M +$42.9K +517 +4%
Charles Schwab
30
Charles Schwab
California
$1.19M -$27.4K -330 -2%
CCMINC
31
Cardinal Capital Management Inc (North Carolina)
North Carolina
$991K +$12.1K +146 +1%
QC
32
Quadrature Capital
United Kingdom
$985K -$143K -1,724 -13%
N
33
Nuveen
North Carolina
$954K +$207K +2,490 +28%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$733K -$133K -1,600 -16%
American Century Companies
35
American Century Companies
Missouri
$707K +$201K +2,427 +41%
Two Sigma Investments
36
Two Sigma Investments
New York
$632K -$265K -3,200 -30%
Citadel Advisors
37
Citadel Advisors
Florida
$601K +$209K +2,522 +55%
GC
38
Globeflex Capital
California
$534K -$249K -3,002 -32%
SO
39
STRS Ohio
Ohio
$488K – – –
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$486K – – –
ASN
41
Advisory Services Network
Georgia
$411K +$131K +1,579 +48%
UBS Group
42
UBS Group
Switzerland
$409K +$175K +2,108 +77%
AllianceBernstein
43
AllianceBernstein
Tennessee
$404K – – –
Barclays
44
Barclays
United Kingdom
$401K +$340K +4,102 +626%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$382K -$7.05K -85 -2%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$379K -$17.6K -212 -4%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$370K -$829 -10 -0.2%
JIR
48
James Investment Research
Ohio
$361K – – –
SCP
49
Seizert Capital Partners
Michigan
$347K -$94.6K -1,141 -22%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$342K +$8.71K +105 +3%
1
2
3 4

UTMD Hedge Fund Activity: Q4 2023 in Review

89 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2023, worth a combined $213M — down 3.8% from $221M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UTMD and 7 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 34 added.

The largest buyer was Penn Mutual Asset Management, adding an estimated $1.39M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $4.99M.

  • 89 institutional investors held Utah Medical Products (UTMD) as of Q4 2023, down from 91 in Q3 2023.
  • Funds reported $213M of Utah Medical Products stock for Q4 2023, down 3.8% quarter-over-quarter.
  • 7 funds opened new Utah Medical Products positions in Q4 2023 and 9 closed out, a net change of -2 holders.
  • The largest Utah Medical Products buyer in Q4 2023 was Penn Mutual Asset Management, an estimated $1.39M added.
  • The largest Utah Medical Products seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $4.99M sold.

Based on aggregated 13F filings for Q4 2023.