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Utah Medical Products

60 hedge funds and large institutions have $148M invested in Utah Medical Products in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

38% more capital invested

Capital invested by funds: $107M → $148M (+$40.9M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% less funds holding

Funds holding: 6260 (-2)

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
26
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.5M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$19.1M +$5.54K +100 +0%
American Century Companies
3
American Century Companies
Missouri
$18.3M +$551K +9,951 +3%
NTP
4
Nine Ten Partners
Illinois
$16.3M +$15M +271,139 New
MDCM
5
Morgan Dempsey Capital Management
Wisconsin
$11.3M -$1.7M -30,655 -14%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$9.15M +$89K +1,607 +1%
BFA
7
BlackRock Fund Advisors
California
$6.29M +$888K +16,035 +18%
Renaissance Technologies
8
Renaissance Technologies
New York
$5.33M +$55.4K +1,000 +1%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.66M +$13.5K +244 +0.3%
Northern Trust
10
Northern Trust
Illinois
$3.28M +$10.5K +189 +0.3%
State Street
11
State Street
Massachusetts
$2.82M +$66.7K +1,205 +3%
RA
12
Royce & Associates
New York
$2.41M -$233K -4,200 -9%
BIT
13
BlackRock Institutional Trust
California
$2.26M -$528K -9,535 -20%
OCG
14
Opus Capital Group
Ohio
$2.21M +$785K +14,177 +62%
BCM
15
Bridgeway Capital Management
Texas
$2.18M
US Bancorp
16
US Bancorp
Minnesota
$2.02M +$27.4K +494 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.45M -$83.6K -1,509 -6%
AA
18
Ancora Advisors
Ohio
$1.32M +$166 +3 +0%
CIC
19
Crawford Investment Counsel
Georgia
$1.06M -$127K -2,301 -12%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$946K
Geode Capital Management
21
Geode Capital Management
Massachusetts
$821K +$26.2K +473 +4%
TCIM
22
TIAA CREF Investment Management
New York
$820K +$14.1K +254 +2%
RFC
23
Russell Frank Company
Washington
$792K +$735K +13,279 New
Morgan Stanley
24
Morgan Stanley
New York
$736K -$60.9K -1,100 -8%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$685K -$28.6K -516 -4%

UTMD Hedge Fund Activity: Q4 2014 in Review

60 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2014, worth a combined $148M — up 38% from $107M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UTMD positions and 7 closed out — a net gain of 1 holder — while 26 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $888K. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $1.7M.

  • 60 institutional investors held Utah Medical Products (UTMD) as of Q4 2014, down from 62 in Q3 2014.
  • Funds reported $148M of Utah Medical Products stock for Q4 2014, up 38% quarter-over-quarter.
  • 8 funds opened new Utah Medical Products positions in Q4 2014 and 7 closed out, a net change of +1 holder.
  • The largest Utah Medical Products buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $888K added.
  • The largest Utah Medical Products seller in Q4 2014 was Morgan Dempsey Capital Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q4 2014.