Utah Medical Products
UTMD
61 hedge funds and large institutions have $146M invested in Utah Medical Products in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
2% more funds holding
Funds holding: 60 → 61 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
2% less capital invested
Capital invested by funds: $148M → $146M (-$2.78M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$880K |
| 2 |
CCMINC
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
+$220K |
| 3 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$216K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$157K |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$139K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$2.2M |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$1.29M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$685K |
| 4 |
Morgan Stanley
New York
|
-$481K |
| 5 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
-$470K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | +$1.59K | +27 | +11% |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $14K | +$9.58K | +163 | +251% |
|
53
Citigroup
New York
| $12K | -$25.8K | -439 | -68% |
|
54
UBS Group
Zurich,
Switzerland
| $9K | -$33.1K | -563 | -79% |
|
55
Barclays
London,
United Kingdom
| $7K | -$5.94K | -101 | -47% |
|
56
Creative Planning
Overland Park,
Kansas
| $7K | – | – | – |
|
57
AllianceBernstein
Nashville,
Tennessee
| $6K | – | – | – |
|
58
BNP Paribas Financial Markets
Paris,
France
| $5.27K | +$5.17K | +88 | New |
|
59
Invesco
Atlanta,
Georgia
| $4K | – | – | – |
|
60
Bank of America
Charlotte,
North Carolina
| $1K | +$705 | +12 | New |
|
61
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $157 | +$53.2K | +905 | +53% |
|
|
62
Natixis Advisors
Boston,
Massachusetts
| – | -$685K | -11,412 | Closed |
|
|
NPC
63
National Planning Corporation
El Segundo,
California
| – | -$38.2K | -660 | Closed |
|
64
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$36K | -613 | -100% |
|
UTMD Hedge Fund Activity: Q1 2015 in Review
61 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2015, worth a combined $146M — down 1.9% from $148M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UTMD positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was Geode Capital Management, adding an estimated $880K. The largest seller was American Century Companies, cutting an estimated $2.2M.
- 61 institutional investors held Utah Medical Products (UTMD) as of Q1 2015, up from 60 in Q4 2014.
- Funds reported $146M of Utah Medical Products stock for Q1 2015, down 1.9% quarter-over-quarter.
- 5 funds opened new Utah Medical Products positions in Q1 2015 and 3 closed out, a net change of +2 holders.
- The largest Utah Medical Products buyer in Q1 2015 was Geode Capital Management, an estimated $880K added.
- The largest Utah Medical Products seller in Q1 2015 was American Century Companies, an estimated $2.2M sold.
Based on aggregated 13F filings for Q1 2015.