We are live on ! Find out more
UTMD icon

Utah Medical Products

100 hedge funds and large institutions have $177M invested in Utah Medical Products in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

12% more funds holding

Funds holding: 89100 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.28% less ownership

Funds ownership: 69.63%69.36% (-0.28%)

17% less capital invested

Capital invested by funds: $213M → $177M (-$35.8M)

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
36
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Bard Associates
Illinois
$1.39M +$104K +1,390 +8%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$1.16M +$881K +11,747 +261%
RA
28
Royce & Associates
New York
$1.15M +$26.6K +354 +2%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$1.06M -$2.22M -29,562 -67%
CCMINC
30
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.05M +$226K +3,010 +26%
EHC
31
Everett Harris & Co
California
$1.02M -$36.8K -490 -3%
LSV Asset Management
32
LSV Asset Management
Illinois
$983K -$197K -2,623 -16%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$931K +$549K +7,320 +127%
PMAM
34
Penn Mutual Asset Management
Pennsylvania
$917K -$3.01M -40,195 -76%
N
35
Nuveen
North Carolina
$806K
American Century Companies
36
American Century Companies
Missouri
$718K +$127K +1,694 +20%
Charles Schwab
37
Charles Schwab
California
$692K -$333K -4,443 -31%
TI
38
Trexquant Investment
Connecticut
$685K +$722K +9,632 New
Squarepoint
39
Squarepoint
New York
$668K +$705K +9,398 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$597K +$348K +4,633 +123%
Goldman Sachs
41
Goldman Sachs
New York
$548K -$2.01M -26,812 -78%
GC
42
Globeflex Capital
California
$451K
Man Group
43
Man Group
United Kingdom
$428K +$452K +6,023 New
Invesco
44
Invesco
Georgia
$388K +$409K +5,455 New
JF
45
Jump Financial
Illinois
$377K +$398K +5,303 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$365K +$80.6K +1,074 +26%
SPA
47
Sherbrooke Park Advisers
New York
$360K +$380K +5,064 New
ASN
48
Advisory Services Network
Georgia
$351K +$3.67K +49 +1%
Marshall Wace
49
Marshall Wace
United Kingdom
$346K +$365K +4,860 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$341K

UTMD Hedge Fund Activity: Q1 2024 in Review

100 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2024, worth a combined $177M — down 17% from $213M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UTMD positions and 10 closed out — a net gain of 11 holders — while 36 added to existing stakes and 31 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $2.8M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $22.7M sold.

  • 100 institutional investors held Utah Medical Products (UTMD) as of Q1 2024, up from 89 in Q4 2023.
  • Funds reported $177M of Utah Medical Products stock for Q1 2024, down 17% quarter-over-quarter.
  • 21 funds opened new Utah Medical Products positions in Q1 2024 and 10 closed out, a net change of +11 holders.
  • The largest Utah Medical Products buyer in Q1 2024 was Brandes Investment Partners, an estimated $2.8M added.
  • The largest Utah Medical Products seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q1 2024.