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Utah Medical Products

90 hedge funds and large institutions have $247M invested in Utah Medical Products in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.44% less ownership

Funds ownership: 74.52%71.07% (-3.4%)

6% less funds holding

Funds holding: 9690 (-6)

17% less capital invested

Capital invested by funds: $299M → $247M (-$51.8M)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
90
Holders Change
-6
Holders Change %
-6.25%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
29
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teton Advisors
New York
$357K -$74.3K -800 -17%
SCP
52
Seizert Capital Partners
Michigan
$348K +$344K +3,704 New
Victory Capital Management
53
Victory Capital Management
Texas
$320K +$159K +1,708 +101%
US Bancorp
54
US Bancorp
Minnesota
$315K -$68.7K -739 -18%
Goldman Sachs
55
Goldman Sachs
New York
$235K -$154K -1,654 -40%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$221K +$14K +151 +7%
DZ Bank
57
DZ Bank
Germany
$217K -$1.89M -20,335 -90%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$216K
Deutsche Bank
59
Deutsche Bank
Germany
$209K -$35.2K -379 -15%
IA
60
IndexIQ Advisors
New York
$197K +$194K +2,091 New
AIG
61
American International Group
New York
$194K -$11.1K -119 -5%
MIM
62
MetLife Investment Management
New Jersey
$188K
OAM
63
Oppenheimer Asset Management
New York
$150K -$1.02K -11 -0.7%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$130K
SG Americas Securities
65
SG Americas Securities
New York
$128K +$126K +1,356 New
Morgan Stanley
66
Morgan Stanley
New York
$123K -$399K -4,293 -77%
Legal & General Group
67
Legal & General Group
United Kingdom
$108K -$14.7K -158 -12%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$102K +$50.1K +539 +99%
Citigroup
69
Citigroup
New York
$98K +$31.3K +337 +48%
MDCM
70
Morgan Dempsey Capital Management
Wisconsin
$97K -$83K -893 -46%
Bank of America
71
Bank of America
North Carolina
$95K -$38.8K -418 -29%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$85K -$24.8K -267 -23%
DA
73
Denali Advisors
California
$73K -$33.7K -363 -32%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$72K +$71.2K +766 New
Lazard Asset Management
75
Lazard Asset Management
New York
$71K +$54.3K +584 +323%

UTMD Hedge Fund Activity: Q1 2020 in Review

90 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2020, worth a combined $247M — down 17% from $299M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UTMD and 6 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 29 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.15M. The largest seller was THB Asset Management, cutting an estimated $2.71M.

  • 90 institutional investors held Utah Medical Products (UTMD) as of Q1 2020, down from 96 in Q4 2019.
  • Funds reported $247M of Utah Medical Products stock for Q1 2020, down 17% quarter-over-quarter.
  • 6 funds opened new Utah Medical Products positions in Q1 2020 and 10 closed out, a net change of -4 holders.
  • The largest Utah Medical Products buyer in Q1 2020 was JP Morgan Chase, an estimated $1.15M added.
  • The largest Utah Medical Products seller in Q1 2020 was THB Asset Management, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2020.