Utah Medical Products
UTMD
68 hedge funds and large institutions have $221M invested in Utah Medical Products in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 15 closing their positions.
0.89% less ownership
Funds ownership: 72.11% → 71.22% (-0.89%)
3% less capital invested
Capital invested by funds: $228M → $221M (-$6.95M)
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
14% less funds holding
Funds holding: 79 → 68 (-11)
73% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.77M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$2.28M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$1.84M |
| 4 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$713K |
| 5 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
+$601K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$3.63M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$856K |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$828K |
| 4 |
Millennium Management
New York
|
-$735K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$697K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Jane Street
New York
| – | -$200K | -2,311 | Closed |
|
|
MDCM
77
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| – | -$104K | -1,203 | Closed |
|
78
UBS Group
Zurich,
Switzerland
| – | -$73K | -847 | Closed |
|
79
Lazard Asset Management
New York
| – | -$14K | -165 | Closed |
|
|
DA
80
Denali Advisors
San Diego,
California
| – | -$10K | -120 | Closed |
|
81
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$8K | -95 | Closed |
|
|
SFS
82
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$6K | -71 | Closed |
|
|
S
83
SignatureFD
Atlanta,
Georgia
| – | -$1K | -7 | Closed |
|
UTMD Hedge Fund Activity: Q2 2021 in Review
68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2021, worth a combined $221M — down 3.1% from $228M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of UTMD and 4 opened new positions — a net loss of 11 holders — while 27 trimmed existing stakes and 26 added.
The largest buyer was JP Morgan Chase, adding an estimated $2.77M. The largest seller was Russell Investments Group, cutting an estimated $3.63M.
- 68 institutional investors held Utah Medical Products (UTMD) as of Q2 2021, down from 79 in Q1 2021.
- Funds reported $221M of Utah Medical Products stock for Q2 2021, down 3.1% quarter-over-quarter.
- 4 funds opened new Utah Medical Products positions in Q2 2021 and 15 closed out, a net change of -11 holders.
- The largest Utah Medical Products buyer in Q2 2021 was JP Morgan Chase, an estimated $2.77M added.
- The largest Utah Medical Products seller in Q2 2021 was Russell Investments Group, an estimated $3.63M sold.
Based on aggregated 13F filings for Q2 2021.