Utah Medical Products
UTMD
79 hedge funds and large institutions have $228M invested in Utah Medical Products in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
12% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 25
3% more funds holding
Funds holding: 77 → 79 (+2)
3% more capital invested
Capital invested by funds: $221M → $228M (+$6.99M)
0.11% more ownership
Funds ownership: 72% → 72.11% (+0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$1.36M |
| 2 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$1.14M |
| 3 |
Goldman Sachs
New York
|
+$917K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$843K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$596K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$2.69M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$748K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$725K |
| 4 |
State Street
Boston,
Massachusetts
|
-$724K |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$430K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
76
Sowell Financial Services
North Little Rock,
Arkansas
| $6K | +$6.24K | +71 | New |
|
|
S
77
SignatureFD
Atlanta,
Georgia
| $1K | -$440 | -5 | -42% |
|
|
AIG
78
American International Group
New York
| $172 | +$440 | +5 | +0.3% |
|
79
Nisa Investment Advisors
St. Louis,
Missouri
| $18 | – | – | – |
|
|
80
Arrowstreet Capital
Boston,
Massachusetts
| – | -$430K | -5,100 | Closed |
|
81
AQR Capital Management
Greenwich,
Connecticut
| – | -$408K | -4,840 | Closed |
|
|
IA
82
IndexIQ Advisors
New York
| – | -$188K | -2,227 | Closed |
|
|
MIM
83
MetLife Investment Management
Whippany,
New Jersey
| – | -$169K | -2,002 | Closed |
|
|
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$116K | -1,378 | Closed |
|
|
PA
85
Parallel Advisors
San Francisco,
California
| – | -$1K | -13 | Closed |
|
|
TFGT
86
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$1K | -10 | Closed |
|
UTMD Hedge Fund Activity: Q1 2021 in Review
79 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2021, worth a combined $228M — up 3.2% from $221M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UTMD positions and 8 closed out — a net gain of 2 holders — while 28 added to existing stakes and 25 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $1.36M. The largest seller was Russell Investments Group, cutting an estimated $2.69M.
- 79 institutional investors held Utah Medical Products (UTMD) as of Q1 2021, up from 77 in Q4 2020.
- Funds reported $228M of Utah Medical Products stock for Q1 2021, up 3.2% quarter-over-quarter.
- 10 funds opened new Utah Medical Products positions in Q1 2021 and 8 closed out, a net change of +2 holders.
- The largest Utah Medical Products buyer in Q1 2021 was Franklin Resources, an estimated $1.36M added.
- The largest Utah Medical Products seller in Q1 2021 was Russell Investments Group, an estimated $2.69M sold.
Based on aggregated 13F filings for Q1 2021.