Utah Medical Products
UTMD
58 hedge funds and large institutions have $133M invested in Utah Medical Products in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $139M → $133M (-$5.45M)
3% less funds holding
Funds holding: 60 → 58 (-2)
38% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 24
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.05M |
| 2 |
CIC
Crawford Investment Counsel
Atlanta,
Georgia
|
+$589K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$429K |
| 4 |
Renaissance Technologies
New York
|
+$400K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
-$1.67M |
| 2 |
BCM
Bares Capital Management
Austin,
Texas
|
-$1.26M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$281K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$230K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$219K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| $23K | -$5.38K | -98 | -20% |
|
|
CCMH
52
Cornerstone Capital Management Holdings
New York
| $22K | – | – | – |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $17K | -$14.5K | -265 | -47% |
|
54
Schroder Investment Management Group
London,
United Kingdom
| $11.4K | – | – | – |
|
|
OSAM
55
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $10K | -$933 | -17 | -9% |
|
56
Bank of America
Charlotte,
North Carolina
| $1K | -$439 | -8 | -33% |
|
57
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $136 | -$3.9K | -71 | -3% |
|
|
NI
58
Numeric Investors
Boston,
Massachusetts
| – | -$281K | -4,728 | Closed |
|
|
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$176K | -2,953 | Closed |
|
60
Ameriprise
Minneapolis,
Minnesota
| – | -$12K | -206 | Closed |
|
61
AllianceBernstein
Nashville,
Tennessee
| – | -$12K | -200 | Closed |
|
|
RFC
62
Russell Frank Company
Seattle,
Washington
| – | -$1K | -16 | Closed |
|
|
U
63
UBS
Zurich,
Switzerland
| – | +$165 | +3 | New |
|
UTMD Hedge Fund Activity: Q4 2013 in Review
58 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2013, worth a combined $133M — down 3.9% from $139M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of UTMD and 3 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 15 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $2.05M. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $1.67M.
- 58 institutional investors held Utah Medical Products (UTMD) as of Q4 2013, down from 60 in Q3 2013.
- Funds reported $133M of Utah Medical Products stock for Q4 2013, down 3.9% quarter-over-quarter.
- 3 funds opened new Utah Medical Products positions in Q4 2013 and 5 closed out, a net change of -2 holders.
- The largest Utah Medical Products buyer in Q4 2013 was T. Rowe Price Associates, an estimated $2.05M added.
- The largest Utah Medical Products seller in Q4 2013 was Morgan Dempsey Capital Management, an estimated $1.67M sold.
Based on aggregated 13F filings for Q4 2013.