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Utah Medical Products

76 hedge funds and large institutions have $179M invested in Utah Medical Products in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

16% more capital invested

Capital invested by funds: $155M → $179M (+$24.5M)

0.89% less ownership

Funds ownership: 67.49%66.6% (-0.89%)

1% less funds holding

Funds holding: 7776 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
31
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$35.6M +$1.04M +15,872 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$21.9M +$72.4K +1,100 +0.4%
Renaissance Technologies
3
Renaissance Technologies
New York
$12.1M +$1.44M +21,845 +15%
American Century Companies
4
American Century Companies
Missouri
$11.6M -$611K -9,282 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.6M +$349K +5,305 +3%
BlackRock
6
BlackRock
New York
$11.5M -$93.1K -1,415 -0.9%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.55M -$27.1K -411 -0.3%
WCM Investment Management
8
WCM Investment Management
California
$5.93M +$45.7K +695 +0.9%
State Street
9
State Street
Massachusetts
$5.75M +$456K +6,925 +10%
AA
10
Ancora Advisors
Ohio
$3.99M +$219K +3,330 +6%
Northern Trust
11
Northern Trust
Illinois
$3.86M +$20.1K +305 +0.6%
CYG
12
Clean Yield Group
Vermont
$3.54M -$39.3K -597 -1%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$3.45M +$503K +7,649 +19%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.06M +$312K +4,740 +13%
BIP
15
Brandes Investment Partners
California
$2.83M +$2.58M +39,130 New
RA
16
Royce & Associates
New York
$2.62M
BCM
17
Bridgeway Capital Management
Texas
$2.46M +$6.58K +100 +0.3%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.44M -$207K -3,151 -9%
MDCM
19
Morgan Dempsey Capital Management
Wisconsin
$1.99M -$54.4K -826 -3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.96M -$159K -2,420 -8%
Wells Fargo
21
Wells Fargo
California
$1.48M -$13.2K -200 -1%
Morgan Stanley
22
Morgan Stanley
New York
$1.41M +$205K +3,112 +19%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.23M
ACM
24
Ativo Capital Management
Illinois
$1.2M
Millennium Management
25
Millennium Management
New York
$1.12M +$702K +10,664 +221%

UTMD Hedge Fund Activity: Q2 2017 in Review

76 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2017, worth a combined $179M — up 16% from $155M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UTMD and 7 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 31 added.

The largest buyer was Brandes Investment Partners, opening a new position worth an estimated $2.58M. The largest seller was Credit Agricole, exiting entirely with an estimated $4.05M sold.

  • 76 institutional investors held Utah Medical Products (UTMD) as of Q2 2017, down from 77 in Q1 2017.
  • Funds reported $179M of Utah Medical Products stock for Q2 2017, up 16% quarter-over-quarter.
  • 7 funds opened new Utah Medical Products positions in Q2 2017 and 8 closed out, a net change of -1 holder.
  • The largest Utah Medical Products buyer in Q2 2017 was Brandes Investment Partners, an estimated $2.58M added.
  • The largest Utah Medical Products seller in Q2 2017 was Credit Agricole, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2017.