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Utah Medical Products

79 hedge funds and large institutions have $149M invested in Utah Medical Products in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

4% more funds holding

Funds holding: 7679 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $159M → $149M (-$9.9M)

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
32
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.2M +$33.8K +531 +0.1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$18.2M +$13.9K +219 +0.1%
NTCM
3
Nine Ten Capital Management
Illinois
$13M -$1.82M -28,532 -12%
American Century Companies
4
American Century Companies
Missouri
$10.6M -$650K -10,223 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.4M -$1.78K -28 -0%
Renaissance Technologies
6
Renaissance Technologies
New York
$8.07M +$286K +4,500 +3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$7.98M -$493K -7,757 -5%
BFA
8
BlackRock Fund Advisors
California
$5.72M +$416K +6,534 +7%
State Street
9
State Street
Massachusetts
$4.09M +$178K +2,796 +4%
WCM Investment Management
10
WCM Investment Management
California
$3.72M +$70.9K +1,115 +2%
Northern Trust
11
Northern Trust
Illinois
$3.07M +$70.2K +1,103 +2%
MDCM
12
Morgan Dempsey Capital Management
Wisconsin
$2.95M -$604K -9,492 -16%
EA
13
Emerald Acquisition
Washington
$2.43M +$637K +10,021 +33%
CYG
14
Clean Yield Group
Vermont
$2.26M +$69.7K +1,095 +3%
BIT
15
BlackRock Institutional Trust
California
$2.17M +$44.8K +704 +2%
RA
16
Royce & Associates
New York
$2.17M -$121K -1,900 -5%
BCM
17
Bridgeway Capital Management
Texas
$2.15M -$3.18K -50 -0.1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.11M -$5.47K -86 -0.2%
AA
19
Ancora Advisors
Ohio
$2.08M +$519K +8,155 +31%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.71M +$379K +5,963 +26%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.31M +$26.1K +411 +2%
AI
22
Analytic Investors
California
$1.03M +$63.6K +1,000 +6%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.01M
ACM
24
Ativo Capital Management
Illinois
$988K +$108K +1,700 +11%
US Bancorp
25
US Bancorp
Minnesota
$936K -$217K -3,404 -18%

UTMD Hedge Fund Activity: Q3 2016 in Review

79 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2016, worth a combined $149M — down 6.2% from $159M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UTMD positions and 4 closed out — a net gain of 3 holders — while 32 added to existing stakes and 23 trimmed.

The largest buyer was Emerald Acquisition, adding an estimated $637K. The largest seller was Nine Ten Capital Management, cutting an estimated $1.82M.

  • 79 institutional investors held Utah Medical Products (UTMD) as of Q3 2016, up from 76 in Q2 2016.
  • Funds reported $149M of Utah Medical Products stock for Q3 2016, down 6.2% quarter-over-quarter.
  • 7 funds opened new Utah Medical Products positions in Q3 2016 and 4 closed out, a net change of +3 holders.
  • The largest Utah Medical Products buyer in Q3 2016 was Emerald Acquisition, an estimated $637K added.
  • The largest Utah Medical Products seller in Q3 2016 was Nine Ten Capital Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q3 2016.