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Utah Medical Products
UTMD

90 hedge funds and large institutions have $263M invested in Utah Medical Products in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

5.41% more ownership

Funds ownership: 69.34% → 74.76% (+5.4%)

2% less funds holding

Funds holding: 92 → 90 (-2)

8% less capital invested

Capital invested by funds: $285M → $263M (-$22.2M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
36
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$5.55M
2
Lazard Asset Management
Lazard Asset Management
New York
+$4.06M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.64M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$2.61M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.85M
2
Bank of America
Bank of America
North Carolina
-$671K
3
BPM
Bowling Portfolio Management
Ohio
-$649K
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$576K
5
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$458K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
51
Teton Advisors
New York
$471K – – –
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$471K +$75.1K +786 +19%
Prudential Financial
53
Prudential Financial
New Jersey
$449K -$89.3K -935 -16%
Millennium Management
54
Millennium Management
New York
$396K +$227K +2,379 +130%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$377K – – –
PIM
56
Penobscot Investment Management
Massachusetts
$377K – – –
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$334K – – –
B
58
Bailard
California
$330K – – –
RHJA
59
Rice Hall James & Associates
California
$321K -$1.15K -12 -0.4%
AllianceBernstein
60
AllianceBernstein
Tennessee
$320K +$19.1K +200 +6%
HW
61
Hancock Whitney
Mississippi
$319K +$3.82K +40 +1%
EHC
62
Everett Harris & Co
California
$294K +$12.9K +135 +5%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$289K -$19.1K -200 -6%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$254K – – –
Goldman Sachs
65
Goldman Sachs
New York
$240K +$11.2K +117 +5%
Citadel Advisors
66
Citadel Advisors
Florida
$227K +$230K +2,411 New
SCP
67
Seizert Capital Partners
Michigan
$225K -$317K -3,317 -58%
AIG
68
American International Group
New York
$215K +$3.92K +41 +2%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$194K – – –
MIM
70
MetLife Investment Management
New Jersey
$189K – – –
Barclays
71
Barclays
United Kingdom
$181K +$4.2K +44 +2%
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$127K – – –
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$102K +$7.74K +81 +8%
Bank of America
74
Bank of America
North Carolina
$89K -$671K -7,027 -88%
Citigroup
75
Citigroup
New York
$78K +$40.1K +420 +101%
1 2
3
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UTMD Hedge Fund Activity: Q3 2018 in Review

90 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2018, worth a combined $263M — down 7.8% from $285M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UTMD and 7 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 36 added.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $5.55M. The largest seller was Fidelity Investments, cutting an estimated $3.85M.

  • 90 institutional investors held Utah Medical Products (UTMD) as of Q3 2018, down from 92 in Q2 2018.
  • Funds reported $263M of Utah Medical Products stock for Q3 2018, down 7.8% quarter-over-quarter.
  • 7 funds opened new Utah Medical Products positions in Q3 2018 and 9 closed out, a net change of -2 holders.
  • The largest Utah Medical Products buyer in Q3 2018 was Loomis, Sayles & Company, an estimated $5.55M added.
  • The largest Utah Medical Products seller in Q3 2018 was Fidelity Investments, an estimated $3.85M sold.

Based on aggregated 13F filings for Q3 2018.