Utah Medical Products
UTMD
97 hedge funds and large institutions have $273M invested in Utah Medical Products in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 9 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 30
2.18% more ownership
Funds ownership: 74.31% → 76.49% (+2.2%)
2% more capital invested
Capital invested by funds: $266M → $273M (+$6.22M)
1% less funds holding
Funds holding: 98 → 97 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ProShare Advisors
Bethesda,
Maryland
|
+$10.6M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$5.17M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$1.05M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$826K |
| 5 |
BlackRock
New York
|
+$784K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.62M |
| 2 |
JP Morgan Chase
New York
|
-$2.08M |
| 3 |
Renaissance Technologies
New York
|
-$1.02M |
| 4 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$923K |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$737K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Two Sigma Investments
New York
| – | -$346K | -3,611 | Closed |
|
|
BIP
102
Brandes Investment Partners
La Jolla,
California
| – | -$236K | -2,468 | Closed |
|
103
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$227K | -2,373 | Closed |
|
|
OSAM
104
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$199K | -2,084 | Closed |
|
|
AG
105
Aperio Group
Sausalito,
California
| – | -$76K | -790 | Closed |
|
106
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$4K | -43 | Closed |
|
UTMD Hedge Fund Activity: Q3 2019 in Review
97 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2019, worth a combined $273M — up 2.3% from $266M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of UTMD and 8 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 33 added.
The largest buyer was ProShare Advisors, opening a new position worth an estimated $10.6M. The largest seller was Fidelity Investments, cutting an estimated $5.62M.
- 97 institutional investors held Utah Medical Products (UTMD) as of Q3 2019, down from 98 in Q2 2019.
- Funds reported $273M of Utah Medical Products stock for Q3 2019, up 2.3% quarter-over-quarter.
- 8 funds opened new Utah Medical Products positions in Q3 2019 and 9 closed out, a net change of -1 holder.
- The largest Utah Medical Products buyer in Q3 2019 was ProShare Advisors, an estimated $10.6M added.
- The largest Utah Medical Products seller in Q3 2019 was Fidelity Investments, an estimated $5.62M sold.
Based on aggregated 13F filings for Q3 2019.