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Utah Medical Products

63 hedge funds and large institutions have $125M invested in Utah Medical Products in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

7% more funds holding

Funds holding: 5963 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $138M → $125M (-$13.5M)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
25
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$21.9M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$16.3M +$1.63M +31,787 +11%
BCM
3
Bares Capital Management
Texas
$15.6M -$4.53M -88,249 -23%
American Century Companies
4
American Century Companies
Missouri
$13.1M +$2M +38,882 +18%
MDCM
5
Morgan Dempsey Capital Management
Wisconsin
$10.6M +$484K +9,434 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.78M +$265K +5,156 +4%
BFA
7
BlackRock Fund Advisors
California
$4.76M -$22.8K -444 -0.5%
Renaissance Technologies
8
Renaissance Technologies
New York
$4.49M +$359K +7,000 +9%
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.89M -$92.5K -1,801 -2%
BIT
10
BlackRock Institutional Trust
California
$2.6M +$630K +12,271 +32%
Northern Trust
11
Northern Trust
Illinois
$2.59M -$283K -5,507 -10%
State Street
12
State Street
Massachusetts
$2.34M +$3.34K +65 +0.1%
RA
13
Royce & Associates
New York
$2.27M +$30.8K +600 +1%
BCM
14
Bridgeway Capital Management
Texas
$1.87M
US Bancorp
15
US Bancorp
Minnesota
$1.72M -$69.2K -1,348 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.34M +$25.9K +504 +2%
CIC
17
Crawford Investment Counsel
Georgia
$1.03M +$123K +2,400 +14%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$836K
AA
19
Ancora Advisors
Ohio
$821K +$230K +4,476 +39%
TCIM
20
TIAA CREF Investment Management
New York
$750K +$64.9K +1,265 +10%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$658K +$70.4K +1,372 +12%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$577K +$169K +3,294 +42%
Morgan Stanley
23
Morgan Stanley
New York
$570K +$242K +4,716 +74%
BIM
24
BlackRock Investment Management
Delaware
$537K +$67.3K +1,311 +14%
ZIM
25
Zacks Investment Management
Illinois
$493K -$28.1K -547 -5%

UTMD Hedge Fund Activity: Q2 2014 in Review

63 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2014, worth a combined $125M — down 9.8% from $138M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UTMD positions and 6 closed out — a net gain of 4 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was American Century Companies, adding an estimated $2M. The largest seller was Bares Capital Management, cutting an estimated $4.53M.

  • 63 institutional investors held Utah Medical Products (UTMD) as of Q2 2014, up from 59 in Q1 2014.
  • Funds reported $125M of Utah Medical Products stock for Q2 2014, down 9.8% quarter-over-quarter.
  • 10 funds opened new Utah Medical Products positions in Q2 2014 and 6 closed out, a net change of +4 holders.
  • The largest Utah Medical Products buyer in Q2 2014 was American Century Companies, an estimated $2M added.
  • The largest Utah Medical Products seller in Q2 2014 was Bares Capital Management, an estimated $4.53M sold.

Based on aggregated 13F filings for Q2 2014.