Utah Medical Products
UTMD
82 hedge funds and large institutions have $241M invested in Utah Medical Products in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
38% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 24
11% more capital invested
Capital invested by funds: $216M → $241M (+$24.3M)
5% more funds holding
Funds holding: 78 → 82 (+4)
0.68% more ownership
Funds ownership: 69.47% → 70.14% (+0.68%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$1.18M |
| 2 |
HP
HealthInvest Partners
Stockholm,
Sweden
|
+$730K |
| 3 |
BlackRock
New York
|
+$631K |
| 4 |
LCM
Legato Capital Management
San Francisco,
California
|
+$216K |
| 5 |
PMAM
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$841K |
| 2 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$670K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$554K |
| 4 |
Renaissance Technologies
New York
|
-$539K |
| 5 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$290K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citigroup
New York
| $17.2K | +$5.84K | +64 | +60% |
|
77
Dimensional Fund Advisors
Austin,
Texas
| $15.4K | +$40.6K | +445 | +0.3% |
|
78
Rockefeller Capital Management
New York
| $13K | +$12K | +131 | New |
|
|
TRCT
79
Tower Research Capital (TRC)
New York
| $9K | -$17K | -186 | -68% |
|
|
S
80
SignatureFD
Atlanta,
Georgia
| $5.53K | – | – | – |
|
|
SPIA
81
Steward Partners Investment Advisory
New York
| $3.12K | – | – | – |
|
|
C
82
Covestor
London,
United Kingdom
| $1K | -$822 | -9 | -56% |
|
|
BIP
83
Brandes Investment Partners
La Jolla,
California
| – | -$670K | -7,858 | Closed |
|
|
CS
84
Credit Suisse
Zurich,
Switzerland
| – | -$1K | -17 | Closed |
|
UTMD Hedge Fund Activity: Q4 2022 in Review
82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2022, worth a combined $241M — up 11% from $216M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UTMD positions and 3 closed out — a net gain of 4 holders — while 33 added to existing stakes and 24 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $1.18M. The largest seller was JP Morgan Chase, cutting an estimated $841K.
- 82 institutional investors held Utah Medical Products (UTMD) as of Q4 2022, up from 78 in Q3 2022.
- Funds reported $241M of Utah Medical Products stock for Q4 2022, up 11% quarter-over-quarter.
- 7 funds opened new Utah Medical Products positions in Q4 2022 and 3 closed out, a net change of +4 holders.
- The largest Utah Medical Products buyer in Q4 2022 was Bank of New York Mellon, an estimated $1.18M added.
- The largest Utah Medical Products seller in Q4 2022 was JP Morgan Chase, an estimated $841K sold.
Based on aggregated 13F filings for Q4 2022.