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Utah Medical Products

68 hedge funds and large institutions have $158M invested in Utah Medical Products in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $147M → $158M (+$10.9M)

6% more funds holding

Funds holding: 6468 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
26
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.8M +$213K +3,615 +0.8%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$19M +$53.1K +900 +0.3%
NTCM
3
Nine Ten Capital Management
Illinois
$17M
American Century Companies
4
American Century Companies
Missouri
$14.8M -$994K -16,851 -7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.78M +$153K +2,592 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.63M +$2.46M +41,761 +43%
Renaissance Technologies
7
Renaissance Technologies
New York
$7.74M +$869K +14,731 +14%
BFA
8
BlackRock Fund Advisors
California
$6.19M -$102K -1,736 -2%
MDCM
9
Morgan Dempsey Capital Management
Wisconsin
$4.47M -$1.84M -31,283 -30%
State Street
10
State Street
Massachusetts
$3.72M +$286K +4,855 +9%
WCM Investment Management
11
WCM Investment Management
California
$3.64M +$3.44M +58,262 New
Northern Trust
12
Northern Trust
Illinois
$3.3M +$53.4K +905 +2%
RA
13
Royce & Associates
New York
$2.38M
CYG
14
Clean Yield Group
Vermont
$2.33M +$118K +2,003 +6%
BCM
15
Bridgeway Capital Management
Texas
$2.25M -$23.6K -400 -1%
BIT
16
BlackRock Institutional Trust
California
$2.11M -$101K -1,714 -5%
RFC
17
Russell Frank Company
Washington
$2.1M +$160K +2,709 +9%
AA
18
Ancora Advisors
Ohio
$1.67M +$39.8K +675 +3%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.55M +$152K +2,575 +12%
US Bancorp
20
US Bancorp
Minnesota
$1.41M -$451K -7,653 -25%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.31M +$30.3K +513 +3%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.02M
BIM
23
BlackRock Investment Management
Delaware
$864K +$2.24K +38 +0.3%
TC
24
TFS Capital
Pennsylvania
$835K +$787K +13,351 New
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$748K +$402K +6,820 +132%

UTMD Hedge Fund Activity: Q1 2016 in Review

68 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2016, worth a combined $158M — up 7.4% from $147M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UTMD positions and 8 closed out — a net gain of 4 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $3.44M. The largest seller was Opus Capital Group, exiting entirely with an estimated $3.21M sold.

  • 68 institutional investors held Utah Medical Products (UTMD) as of Q1 2016, up from 64 in Q4 2015.
  • Funds reported $158M of Utah Medical Products stock for Q1 2016, up 7.4% quarter-over-quarter.
  • 12 funds opened new Utah Medical Products positions in Q1 2016 and 8 closed out, a net change of +4 holders.
  • The largest Utah Medical Products buyer in Q1 2016 was WCM Investment Management, an estimated $3.44M added.
  • The largest Utah Medical Products seller in Q1 2016 was Opus Capital Group, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2016.