Utah Medical Products
UTMD
100 hedge funds and large institutions have $177M invested in Utah Medical Products in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
16% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 31
12% more funds holding
Funds holding: 89 → 100 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.28% less ownership
Funds ownership: 69.63% → 69.36% (-0.28%)
17% less capital invested
Capital invested by funds: $213M → $177M (-$35.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$2.8M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.67M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.41M |
| 4 |
Millennium Management
New York
|
+$2.3M |
| 5 |
Renaissance Technologies
New York
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$22.7M |
| 2 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$3.03M |
| 3 |
PMAM
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
-$3.01M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$2.22M |
| 5 |
Goldman Sachs
New York
|
-$2.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
T. Rowe Price Investment Management
Baltimore,
Maryland
| – | -$22.7M | -269,166 | Closed |
|
|
AA
102
Ancora Advisors
Cleveland,
Ohio
| – | -$1.4M | -16,657 | Closed |
|
|
JIR
103
James Investment Research
Alpha,
Ohio
| – | -$361K | -4,292 | Closed |
|
|
WG
104
Winton Group
London,
United Kingdom
| – | -$313K | -3,718 | Closed |
|
|
MDCM
105
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| – | -$75.5K | -896 | Closed |
|
|
NFA
106
Northwest Financial Advisors
Herndon,
Virginia
| – | -$25.3K | -300 | Closed |
|
|
A
107
AJOVista
Boston,
Massachusetts
| – | -$19.6K | -233 | Closed |
|
|
GRP
108
Global Retirement Partners
San Rafael,
California
| – | -$1.83K | -22 | Closed |
|
109
Allspring Global Investments
Charlotte,
North Carolina
| – | -$252 | -3 | Closed |
|
|
GI
110
GAMMA Investing
Foster City,
California
| – | -$79 | -1 | Closed |
|
UTMD Hedge Fund Activity: Q1 2024 in Review
100 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2024, worth a combined $177M — down 17% from $213M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new UTMD positions and 10 closed out — a net gain of 11 holders — while 36 added to existing stakes and 31 trimmed.
The largest buyer was Brandes Investment Partners, adding an estimated $2.8M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $22.7M sold.
- 100 institutional investors held Utah Medical Products (UTMD) as of Q1 2024, up from 89 in Q4 2023.
- Funds reported $177M of Utah Medical Products stock for Q1 2024, down 17% quarter-over-quarter.
- 21 funds opened new Utah Medical Products positions in Q1 2024 and 10 closed out, a net change of +11 holders.
- The largest Utah Medical Products buyer in Q1 2024 was Brandes Investment Partners, an estimated $2.8M added.
- The largest Utah Medical Products seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $22.7M sold.
Based on aggregated 13F filings for Q1 2024.