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Utah Medical Products

58 hedge funds and large institutions have $133M invested in Utah Medical Products in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $139M → $133M (-$5.45M)

3% less funds holding

Funds holding: 6058 (-2)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
15
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$24.3M
BCM
2
Bares Capital Management
Texas
$22.8M -$1.26M -22,905 -5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$16M +$2.05M +37,414 +15%
American Century Companies
4
American Century Companies
Missouri
$12M -$122K -2,226 -1%
MDCM
5
Morgan Dempsey Capital Management
Wisconsin
$9.46M -$1.67M -30,512 -16%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.33M -$104K -1,897 -1%
BFA
7
BlackRock Fund Advisors
California
$5.12M -$214K -3,906 -4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.35M +$429K +7,825 +11%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.31M +$400K +7,300 +11%
Northern Trust
10
Northern Trust
Illinois
$3.34M +$32.4K +590 +1%
State Street
11
State Street
Massachusetts
$2.58M -$62.7K -1,142 -2%
RA
12
Royce & Associates
New York
$2.42M
BIT
13
BlackRock Institutional Trust
California
$2.26M -$219K -3,999 -9%
BCM
14
Bridgeway Capital Management
Texas
$2.08M -$2.74K -50 -0.1%
US Bancorp
15
US Bancorp
Minnesota
$2.02M -$183K -3,333 -9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.43M +$68.9K +1,256 +5%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$964K -$5.49K -100 -0.6%
CIC
18
Crawford Investment Counsel
Georgia
$936K +$589K +10,740 +190%
TCIM
19
TIAA CREF Investment Management
New York
$761K
AA
20
Ancora Advisors
Ohio
$651K +$55K +1,002 +10%
WCM
21
Wallace Capital Management
Texas
$572K -$31.2K -568 -5%
BIM
22
BlackRock Investment Management
Delaware
$516K -$11.4K -207 -2%
ZIM
23
Zacks Investment Management
Illinois
$511K +$136K +2,474 +38%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$498K +$71K +1,295 +17%
PIM
25
Penobscot Investment Management
Massachusetts
$423K

UTMD Hedge Fund Activity: Q4 2013 in Review

58 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2013, worth a combined $133M — down 3.9% from $139M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UTMD and 3 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 15 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.05M. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $1.67M.

  • 58 institutional investors held Utah Medical Products (UTMD) as of Q4 2013, down from 60 in Q3 2013.
  • Funds reported $133M of Utah Medical Products stock for Q4 2013, down 3.9% quarter-over-quarter.
  • 3 funds opened new Utah Medical Products positions in Q4 2013 and 5 closed out, a net change of -2 holders.
  • The largest Utah Medical Products buyer in Q4 2013 was T. Rowe Price Associates, an estimated $2.05M added.
  • The largest Utah Medical Products seller in Q4 2013 was Morgan Dempsey Capital Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2013.