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Utah Medical Products

59 hedge funds and large institutions have $133M invested in Utah Medical Products in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 6359 (-4)

10% less capital invested

Capital invested by funds: $147M → $133M (-$14.4M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
3
Increased
23
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$24.2M +$857K +15,720 +4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$17.2M +$32.7K +600 +0.2%
NTCM
3
Nine Ten Capital Management
Illinois
$14.6M
American Century Companies
4
American Century Companies
Missouri
$13.7M -$631K -11,563 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$8.23M +$21.5K +395 +0.3%
MDCM
6
Morgan Dempsey Capital Management
Wisconsin
$6.78M -$2.47M -45,364 -26%
BFA
7
BlackRock Fund Advisors
California
$5.3M -$65.8K -1,207 -1%
Renaissance Technologies
8
Renaissance Technologies
New York
$5.11M +$131K +2,400 +3%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.65M +$274K +5,023 +6%
Northern Trust
10
Northern Trust
Illinois
$2.79M +$28.1K +515 +1%
State Street
11
State Street
Massachusetts
$2.73M +$131K +2,399 +5%
OCG
12
Opus Capital Group
Ohio
$2.72M +$452K +8,281 +20%
RA
13
Royce & Associates
New York
$2.21M
CYG
14
Clean Yield Group
Vermont
$1.96M +$866K +15,876 +89%
BCM
15
Bridgeway Capital Management
Texas
$1.96M
BIT
16
BlackRock Institutional Trust
California
$1.79M +$60K +1,101 +3%
US Bancorp
17
US Bancorp
Minnesota
$1.71M -$126K -2,309 -7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.6M +$41.4K +759 +3%
RFC
19
Russell Frank Company
Washington
$1.52M -$37.5K -687 -2%
AA
20
Ancora Advisors
Ohio
$1.43M +$25.2K +462 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.3M -$89.4K -1,639 -6%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$875K
JP Morgan Chase
23
JP Morgan Chase
New York
$864K +$875K +16,050 New
BIM
24
BlackRock Investment Management
Delaware
$757K +$12.4K +227 +2%
TCIM
25
TIAA CREF Investment Management
New York
$698K

UTMD Hedge Fund Activity: Q3 2015 in Review

59 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2015, worth a combined $133M — down 9.8% from $147M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UTMD and 3 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 23 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $875K. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $2.47M.

  • 59 institutional investors held Utah Medical Products (UTMD) as of Q3 2015, down from 63 in Q2 2015.
  • Funds reported $133M of Utah Medical Products stock for Q3 2015, down 9.8% quarter-over-quarter.
  • 3 funds opened new Utah Medical Products positions in Q3 2015 and 7 closed out, a net change of -4 holders.
  • The largest Utah Medical Products buyer in Q3 2015 was JP Morgan Chase, an estimated $875K added.
  • The largest Utah Medical Products seller in Q3 2015 was Morgan Dempsey Capital Management, an estimated $2.47M sold.

Based on aggregated 13F filings for Q3 2015.