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Utah Medical Products

90 hedge funds and large institutions have $237M invested in Utah Medical Products in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

3% more funds holding

Funds holding: 8790 (+3)

0.11% more ownership

Funds ownership: 70.05%70.16% (+0.11%)

1% less capital invested

Capital invested by funds: $241M → $237M (-$3.55M)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
33
Reduced
37
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Annex Advisory Services
Wisconsin
$329K +$66.1K +702 +25%
MAM
52
Martingale Asset Management
Massachusetts
$313K +$188 +2 +0.1%
ASN
53
Advisory Services Network
Georgia
$308K -$1.98K -21 -0.6%
Squarepoint
54
Squarepoint
New York
$301K +$304K +3,226 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$297K +$300K +3,188 New
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$264K +$41.6K +442 +19%
Invesco
57
Invesco
Georgia
$250K +$8.1K +86 +3%
PAM
58
Panagora Asset Management
Massachusetts
$246K +$249K +2,643 New
WAM
59
Watershed Asset Management
California
$234K -$22K -233 -8%
LCM
60
Legato Capital Management
California
$225K +$4.62K +49 +2%
Deutsche Bank
61
Deutsche Bank
Germany
$217K -$77.5K -822 -26%
MIM
62
MetLife Investment Management
New Jersey
$189K
Victory Capital Management
63
Victory Capital Management
Texas
$180K +$94.8K +1,006 +108%
Lazard Asset Management
64
Lazard Asset Management
New York
$157K
AIG
65
American International Group
New York
$154K -$1.13K -12 -0.7%
Wells Fargo
66
Wells Fargo
California
$149K +$71.9K +763 +91%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$133K -$132K -1,402 -50%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$106K -$13.2K -140 -11%
Citigroup
69
Citigroup
New York
$101K +$102K +1,078 +35,933%
US Bancorp
70
US Bancorp
Minnesota
$99.9K -$5.56K -59 -5%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$85.9K -$48.9K -519 -36%
Allspring Global Investments
72
Allspring Global Investments
North Carolina
$85.7K -$6.69K -71 -7%
Bank of America
73
Bank of America
North Carolina
$83.6K -$67.9K -721 -45%
MDCM
74
Morgan Dempsey Capital Management
Wisconsin
$83.2K -$471K -5,000 -85%
Barclays
75
Barclays
United Kingdom
$63.8K -$100K -1,065 -61%

UTMD Hedge Fund Activity: Q2 2023 in Review

90 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2023, worth a combined $237M — down 1.5% from $241M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UTMD positions and 3 closed out — a net gain of 3 holders — while 33 added to existing stakes and 37 trimmed.

The largest buyer was Penn Mutual Asset Management, adding an estimated $1.54M. The largest seller was JP Morgan Chase, cutting an estimated $2.54M.

  • 90 institutional investors held Utah Medical Products (UTMD) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $237M of Utah Medical Products stock for Q2 2023, down 1.5% quarter-over-quarter.
  • 6 funds opened new Utah Medical Products positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest Utah Medical Products buyer in Q2 2023 was Penn Mutual Asset Management, an estimated $1.54M added.
  • The largest Utah Medical Products seller in Q2 2023 was JP Morgan Chase, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2023.