Utah Medical Products
UTMD
81 hedge funds and large institutions have $256M invested in Utah Medical Products in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
26% more capital invested
Capital invested by funds: $203M → $256M (+$52.5M)
4% more funds holding
Funds holding: 78 → 81 (+3)
2.19% more ownership
Funds ownership: 67.14% → 69.32% (+2.2%)
11% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$10.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.72M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$823K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$767K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$656K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.15M |
| 2 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
-$1.19M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$941K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$573K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$551K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| $9K | – | – | – |
|
|
AG
77
Advisor Group
Phoenix,
Arizona
| $8K | – | – | – |
|
78
Canada Life
Winnipeg,
Manitoba, Canada
| $5K | +$4.37K | +49 | New |
|
|
MAM
79
Meeder Asset Management
Dublin,
Ohio
| $1K | +$1.25K | +14 | New |
|
|
S
80
SignatureFD
Atlanta,
Georgia
| $1K | +$1.25K | +14 | New |
|
81
Millennium Management
New York
| – | -$520K | -6,392 | Closed |
|
|
CI
82
Cigna Investments
Bloomfield,
Connecticut
| – | -$305K | -3,745 | Closed |
|
|
FQ
83
First Quadrant
Glendale,
California
| – | -$305K | -3,745 | Closed |
|
|
SIM
84
Spark Investment Management
New York
| – | -$244K | -3,000 | Closed |
|
85
SG Americas Securities
New York
| – | -$189K | -2,326 | Closed |
|
86
Acadian Asset Management
Boston,
Massachusetts
| – | -$130K | -1,598 | Closed |
|
|
TRCT
87
Tower Research Capital (TRC)
New York
| – | -$57K | -696 | Closed |
|
88
Parallax Volatility Advisers
San Francisco,
California
| – | -$41K | -504 | Closed |
|
|
DA
89
Denali Advisors
San Diego,
California
| – | -$5K | -64 | Closed |
|
90
SEI Investments
Oaks,
Pennsylvania
| – | +$357 | +4 | New |
|
UTMD Hedge Fund Activity: Q1 2018 in Review
81 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2018, worth a combined $256M — up 26% from $203M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new UTMD positions and 9 closed out — a net gain of 3 holders — while 25 added to existing stakes and 28 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $10.1M. The largest seller was Vanguard Group, cutting an estimated $3.15M.
- 81 institutional investors held Utah Medical Products (UTMD) as of Q1 2018, up from 78 in Q4 2017.
- Funds reported $256M of Utah Medical Products stock for Q1 2018, up 26% quarter-over-quarter.
- 12 funds opened new Utah Medical Products positions in Q1 2018 and 9 closed out, a net change of +3 holders.
- The largest Utah Medical Products buyer in Q1 2018 was Lazard Asset Management, an estimated $10.1M added.
- The largest Utah Medical Products seller in Q1 2018 was Vanguard Group, an estimated $3.15M sold.
Based on aggregated 13F filings for Q1 2018.