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Utah Medical Products

63 hedge funds and large institutions have $147M invested in Utah Medical Products in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

3% more funds holding

Funds holding: 6163 (+2)

1% more capital invested

Capital invested by funds: $146M → $147M (+$1.71M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
30
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.8M +$464K +8,236 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$19M +$25.3K +450 +0.1%
NTCM
3
Nine Ten Capital Management
Illinois
$16.2M
American Century Companies
4
American Century Companies
Missouri
$15.8M -$109K -1,943 -0.7%
MDCM
5
Morgan Dempsey Capital Management
Wisconsin
$10.2M -$537K -9,540 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$9.09M +$3.32K +59 +0%
BFA
7
BlackRock Fund Advisors
California
$5.94M -$280K -4,976 -5%
Renaissance Technologies
8
Renaissance Technologies
New York
$5.51M +$135K +2,400 +3%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.84M +$50.7K +900 +1%
Northern Trust
10
Northern Trust
Illinois
$3.06M -$76.2K -1,353 -3%
State Street
11
State Street
Massachusetts
$2.88M +$23.8K +422 +0.9%
OCG
12
Opus Capital Group
Ohio
$2.52M +$283K +5,031 +14%
RA
13
Royce & Associates
New York
$2.44M
BCM
14
Bridgeway Capital Management
Texas
$2.17M
US Bancorp
15
US Bancorp
Minnesota
$2.02M -$1.46K -26 -0.1%
BIT
16
BlackRock Institutional Trust
California
$1.92M -$297K -5,269 -14%
RFC
17
Russell Frank Company
Washington
$1.73M +$752K +13,365 +85%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.72M +$14.3K +254 +0.9%
AA
19
Ancora Advisors
Ohio
$1.56M +$1.47M +26,090 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.53M +$70K +1,243 +5%
CYG
21
Clean Yield Group
Vermont
$1.06M +$520K +9,241 +108%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$969K
BIM
23
BlackRock Investment Management
Delaware
$824K +$155K +2,745 +25%
CIC
24
Crawford Investment Counsel
Georgia
$820K -$44.1K -784 -5%
TCIM
25
TIAA CREF Investment Management
New York
$772K -$9.34K -166 -1%

UTMD Hedge Fund Activity: Q2 2015 in Review

63 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2015, worth a combined $147M — up 1.2% from $146M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UTMD positions and 2 closed out — a net gain of 2 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Ancora Advisors, opening a new position worth an estimated $1.47M. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $537K.

  • 63 institutional investors held Utah Medical Products (UTMD) as of Q2 2015, up from 61 in Q1 2015.
  • Funds reported $147M of Utah Medical Products stock for Q2 2015, up 1.2% quarter-over-quarter.
  • 4 funds opened new Utah Medical Products positions in Q2 2015 and 2 closed out, a net change of +2 holders.
  • The largest Utah Medical Products buyer in Q2 2015 was Ancora Advisors, an estimated $1.47M added.
  • The largest Utah Medical Products seller in Q2 2015 was Morgan Dempsey Capital Management, an estimated $537K sold.

Based on aggregated 13F filings for Q2 2015.