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Utah Medical Products

75 hedge funds and large institutions have $180M invested in Utah Medical Products in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

65.9% more ownership

Funds ownership: 0%65.9% (+66%)

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

21% more capital invested

Capital invested by funds: $149M → $180M (+$31.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 7975 (-4)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
32
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.5M +$150K +2,301 +0.5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$22.2M
American Century Companies
3
American Century Companies
Missouri
$12M -$817K -12,562 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.3M -$156K -2,393 -2%
Renaissance Technologies
5
Renaissance Technologies
New York
$9.97M +$130K +2,000 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.85M +$127K +1,947 +1%
NTCM
7
Nine Ten Capital Management
Illinois
$8.51M -$6.5M -100,008 -46%
BFA
8
BlackRock Fund Advisors
California
$7.99M +$914K +14,064 +15%
State Street
9
State Street
Massachusetts
$5.36M +$338K +5,204 +8%
WCM Investment Management
10
WCM Investment Management
California
$4.82M +$261K +4,020 +6%
Northern Trust
11
Northern Trust
Illinois
$3.79M +$49.5K +761 +1%
MDCM
12
Morgan Dempsey Capital Management
Wisconsin
$3.59M +$5.14K +79 +0.2%
AA
13
Ancora Advisors
Ohio
$3.55M +$918K +14,128 +41%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$2.97M +$2.7M +41,457 New
CYG
15
Clean Yield Group
Vermont
$2.79M +$29.6K +455 +1%
BIT
16
BlackRock Institutional Trust
California
$2.65M +$4.42K +68 +0.2%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.64M +$494K +7,602 +27%
RA
18
Royce & Associates
New York
$2.63M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.61M +$38.8K +597 +2%
BCM
20
Bridgeway Capital Management
Texas
$2.47M -$130K -2,000 -6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.09M +$437K +6,717 +31%
Morgan Stanley
22
Morgan Stanley
New York
$1.54M +$694K +10,677 +101%
Wells Fargo
23
Wells Fargo
California
$1.5M +$1.2M +18,408 +828%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$1.23M
ACM
25
Ativo Capital Management
Illinois
$1.2M

UTMD Hedge Fund Activity: Q4 2016 in Review

75 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2016, worth a combined $180M — up 21% from $149M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UTMD and 6 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 32 added.

The largest buyer was Wells Fargo, adding an estimated $1.2M. The largest seller was Nine Ten Capital Management, cutting an estimated $6.5M.

  • 75 institutional investors held Utah Medical Products (UTMD) as of Q4 2016, down from 79 in Q3 2016.
  • Funds reported $180M of Utah Medical Products stock for Q4 2016, up 21% quarter-over-quarter.
  • 6 funds opened new Utah Medical Products positions in Q4 2016 and 7 closed out, a net change of -1 holder.
  • The largest Utah Medical Products buyer in Q4 2016 was Wells Fargo, an estimated $1.2M added.
  • The largest Utah Medical Products seller in Q4 2016 was Nine Ten Capital Management, an estimated $6.5M sold.

Based on aggregated 13F filings for Q4 2016.