Utah Medical Products
UTMD
60 hedge funds and large institutions have $139M invested in Utah Medical Products in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
12% more capital invested
Capital invested by funds: $124M → $139M (+$14.9M)
9% more funds holding
Funds holding: 55 → 60 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.58M |
| 2 |
Renaissance Technologies
New York
|
+$731K |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$597K |
| 4 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$353K |
| 5 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$732K |
| 2 |
WCM
Wallace Capital Management
Dallas,
Texas
|
-$482K |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$345K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$156K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$81.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Barclays
London,
United Kingdom
| $18K | -$10.9K | -200 | -39% |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $18K | +$6.33K | +116 | +62% |
|
53
AllianceBernstein
Nashville,
Tennessee
| $12K | -$4.47K | -82 | -29% |
|
|
OSAM
54
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $12K | -$1.04K | -19 | -9% |
|
55
Ameriprise
Minneapolis,
Minnesota
| $12K | – | – | – |
|
56
Schroder Investment Management Group
London,
United Kingdom
| $11.9K | – | – | – |
|
57
Bank of America
Charlotte,
North Carolina
| $1K | -$55.3K | -1,013 | -98% |
|
|
RFC
58
Russell Frank Company
Seattle,
Washington
| $1K | -$164 | -3 | -16% |
|
59
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $146 | -$2.13K | -39 | -2% |
|
|
U
60
UBS
Zurich,
Switzerland
| – | -$29K | -529 | Closed |
|
61
Citigroup
New York
| – | +$218 | +4 | +100% |
|
UTMD Hedge Fund Activity: Q3 2013 in Review
60 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2013, worth a combined $139M — up 12% from $124M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new UTMD positions and 1 closed out — a net gain of 5 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.58M. The largest seller was Fidelity Investments, cutting an estimated $732K.
- 60 institutional investors held Utah Medical Products (UTMD) as of Q3 2013, up from 55 in Q2 2013.
- Funds reported $139M of Utah Medical Products stock for Q3 2013, up 12% quarter-over-quarter.
- 6 funds opened new Utah Medical Products positions in Q3 2013 and 1 closed out, a net change of +5 holders.
- The largest Utah Medical Products buyer in Q3 2013 was T. Rowe Price Associates, an estimated $1.58M added.
- The largest Utah Medical Products seller in Q3 2013 was Fidelity Investments, an estimated $732K sold.
Based on aggregated 13F filings for Q3 2013.