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Utah Medical Products

60 hedge funds and large institutions have $139M invested in Utah Medical Products in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

12% more capital invested

Capital invested by funds: $124M → $139M (+$14.9M)

9% more funds holding

Funds holding: 5560 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
22
Reduced
19
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.3M -$732K -13,418 -3%
BCM
2
Bares Capital Management
Texas
$25.1M -$31.3K -573 -0.1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$14.4M +$1.58M +28,926 +14%
American Century Companies
4
American Century Companies
Missouri
$12.6M -$345K -6,328 -3%
MDCM
5
Morgan Dempsey Capital Management
Wisconsin
$11.7M +$350K +6,412 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.77M -$63K -1,154 -0.8%
BFA
7
BlackRock Fund Advisors
California
$5.55M +$597K +10,935 +13%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.06M +$178K +3,254 +5%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.05M +$731K +13,400 +24%
Northern Trust
10
Northern Trust
Illinois
$3.44M -$156K -2,855 -5%
State Street
11
State Street
Massachusetts
$2.76M +$35.7K +655 +1%
BIT
12
BlackRock Institutional Trust
California
$2.59M -$81.3K -1,490 -3%
RA
13
Royce & Associates
New York
$2.51M
US Bancorp
14
US Bancorp
Minnesota
$2.3M +$20.2K +370 +1%
BCM
15
Bridgeway Capital Management
Texas
$2.16M +$2.73K +50 +0.1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.41M +$143K +2,611 +12%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$972K
TCIM
18
TIAA CREF Investment Management
New York
$791K -$22.3K -409 -3%
WCM
19
Wallace Capital Management
Texas
$628K -$482K -8,830 -46%
AA
20
Ancora Advisors
Ohio
$617K +$277K +5,082 +96%
BIM
21
BlackRock Investment Management
Delaware
$549K +$17.5K +320 +4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$441K +$26K +476 +7%
PIM
23
Penobscot Investment Management
Massachusetts
$440K
Charles Schwab
24
Charles Schwab
California
$427K
ACM
25
Ativo Capital Management
Illinois
$420K -$51.6K -946 -12%

UTMD Hedge Fund Activity: Q3 2013 in Review

60 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2013, worth a combined $139M — up 12% from $124M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UTMD positions and 1 closed out — a net gain of 5 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.58M. The largest seller was Fidelity Investments, cutting an estimated $732K.

  • 60 institutional investors held Utah Medical Products (UTMD) as of Q3 2013, up from 55 in Q2 2013.
  • Funds reported $139M of Utah Medical Products stock for Q3 2013, up 12% quarter-over-quarter.
  • 6 funds opened new Utah Medical Products positions in Q3 2013 and 1 closed out, a net change of +5 holders.
  • The largest Utah Medical Products buyer in Q3 2013 was T. Rowe Price Associates, an estimated $1.58M added.
  • The largest Utah Medical Products seller in Q3 2013 was Fidelity Investments, an estimated $732K sold.

Based on aggregated 13F filings for Q3 2013.