We are live on ! Find out more
UTMD icon

Utah Medical Products
UTMD

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: 87 → 90 (+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
–

Top Buyers

Rank Fund Capital Flow
1
PMAM
Penn Mutual Asset Management
Pennsylvania
+$1.54M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.16M
3
Millennium Management
Millennium Management
New York
+$773K
4
RIM
Ranger Investment Management
Texas
+$580K
5
UBS Group
UBS Group
Switzerland
+$546K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.54M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$822K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$479K
4
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$471K
5
AA
Ancora Advisors
Ohio
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$60.2K +$11.1K +118 +22%
AB
77
Amalgamated Bank
New York
$48K +$4.24K +45 +10%
Legal & General Group
78
Legal & General Group
United Kingdom
$47.3K – – –
CCM
79
Copeland Capital Management
Pennsylvania
$31.3K -$7.63K -81 -19%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$30.2K – – –
AIP
81
Ameritas Investment Partners
Nebraska
$27.6K – – –
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21K – – –
TRCT
83
Tower Research Capital (TRC)
New York
$18.4K -$2.92K -31 -14%
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$16.4K – – –
S
85
SignatureFD
Georgia
$5.13K – – –
RMA
86
Roffman Miller Associates
Pennsylvania
$4.66K +$4.71K +50 New
SPIA
87
Steward Partners Investment Advisory
New York
$2.89K – – –
NA
88
NewEdge Advisors
Louisiana
$2.61K -$5.28K -56 -67%
GRP
89
Global Retirement Partners
California
$1.86K – – –
SG Americas Securities
90
SG Americas Securities
New York
– -$133K -1,402 Closed
BAM
91
Belpointe Asset Management
Nevada
– -$37.9K -400 Closed
WWP
92
WR Wealth Planners
Missouri
– -$6.25K -66 Closed
C
93
Covestor
United Kingdom
– -$188 -2 -33%
1 2 3
4

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.