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Utah Medical Products

59 hedge funds and large institutions have $138M invested in Utah Medical Products in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 5859 (+1)

4% more capital invested

Capital invested by funds: $133M → $138M (+$4.95M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
26
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$24.6M
BCM
2
Bares Capital Management
Texas
$22.7M -$383K -7,021 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$16.5M +$286K +5,247 +2%
American Century Companies
4
American Century Companies
Missouri
$12.4M +$262K +4,808 +2%
MDCM
5
Morgan Dempsey Capital Management
Wisconsin
$11.4M +$1.74M +31,932 +19%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.45M +$23.5K +430 +0.3%
BFA
7
BlackRock Fund Advisors
California
$5.38M +$188K +3,441 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$4.64M +$267K +4,900 +6%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.48M +$69.1K +1,266 +2%
Northern Trust
10
Northern Trust
Illinois
$3.23M -$138K -2,535 -4%
State Street
11
State Street
Massachusetts
$2.63M +$12.4K +228 +0.5%
RA
12
Royce & Associates
New York
$2.52M +$65.5K +1,200 +3%
BIT
13
BlackRock Institutional Trust
California
$2.22M -$65.2K -1,194 -3%
BCM
14
Bridgeway Capital Management
Texas
$2.1M
US Bancorp
15
US Bancorp
Minnesota
$2.01M -$32K -587 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.48M +$27.6K +506 +2%
CIC
17
Crawford Investment Counsel
Georgia
$1.02M +$65.5K +1,200 +7%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$844K
TCIM
19
TIAA CREF Investment Management
New York
$770K
AA
20
Ancora Advisors
Ohio
$664K +$4.91K +90 +0.8%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$660K +$147K +2,703 +31%
ZIM
22
Zacks Investment Management
Illinois
$586K +$65.2K +1,195 +13%
WCM
23
Wallace Capital Management
Texas
$578K
BIM
24
BlackRock Investment Management
Delaware
$528K +$5.02K +92 +1%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$459K +$433K +7,930 New

UTMD Hedge Fund Activity: Q1 2014 in Review

59 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2014, worth a combined $138M — up 3.7% from $133M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UTMD positions and 3 closed out — a net gain of 1 holder — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Dempsey Capital Management, adding an estimated $1.74M. The largest seller was Bares Capital Management, cutting an estimated $383K.

  • 59 institutional investors held Utah Medical Products (UTMD) as of Q1 2014, up from 58 in Q4 2013.
  • Funds reported $138M of Utah Medical Products stock for Q1 2014, up 3.7% quarter-over-quarter.
  • 4 funds opened new Utah Medical Products positions in Q1 2014 and 3 closed out, a net change of +1 holder.
  • The largest Utah Medical Products buyer in Q1 2014 was Morgan Dempsey Capital Management, an estimated $1.74M added.
  • The largest Utah Medical Products seller in Q1 2014 was Bares Capital Management, an estimated $383K sold.

Based on aggregated 13F filings for Q1 2014.