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Utah Medical Products

74 hedge funds and large institutions have $182M invested in Utah Medical Products in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

2% more capital invested

Capital invested by funds: $179M → $182M (+$3.13M)

0.08% more ownership

Funds ownership: 66.6%66.68% (+0.08%)

3% less funds holding

Funds holding: 7674 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
35
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.3M +$1.1M +15,310 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$22M -$316K -4,400 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$14.2M +$1.92M +26,755 +16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.9M +$187K +2,596 +2%
BlackRock
5
BlackRock
New York
$11.7M -$7.05K -98 -0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.2M +$1.43M +19,847 +15%
State Street
7
State Street
Massachusetts
$6.53M +$676K +9,404 +12%
WCM Investment Management
8
WCM Investment Management
California
$6.03M +$6.47K +90 +0.1%
American Century Companies
9
American Century Companies
Missouri
$4.93M -$6.72M -93,447 -58%
AA
10
Ancora Advisors
Ohio
$4.48M +$412K +5,722 +10%
Northern Trust
11
Northern Trust
Illinois
$3.88M -$41.9K -582 -1%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$3.68M +$174K +2,419 +5%
CYG
13
Clean Yield Group
Vermont
$3.54M -$68K -945 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.33M +$224K +3,118 +7%
BIP
15
Brandes Investment Partners
California
$2.87M -$7.77K -108 -0.3%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.58M +$54.7K +761 +2%
RA
17
Royce & Associates
New York
$2.51M -$152K -2,113 -6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.08M +$88.9K +1,236 +5%
MDCM
19
Morgan Dempsey Capital Management
Wisconsin
$2.07M +$56.6K +787 +3%
BCM
20
Bridgeway Capital Management
Texas
$2.06M -$432K -6,000 -18%
Wells Fargo
21
Wells Fargo
California
$2M +$491K +6,821 +33%
Deutsche Bank
22
Deutsche Bank
Germany
$1.3M +$184K +2,555 +17%
MAM
23
Martingale Asset Management
Massachusetts
$1.27M +$453K +6,300 +58%
Morgan Stanley
24
Morgan Stanley
New York
$1.26M -$175K -2,429 -12%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.25M

UTMD Hedge Fund Activity: Q3 2017 in Review

74 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2017, worth a combined $182M — up 1.7% from $179M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UTMD and 2 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 35 added.

The largest buyer was Renaissance Technologies, adding an estimated $1.92M. The largest seller was American Century Companies, cutting an estimated $6.72M.

  • 74 institutional investors held Utah Medical Products (UTMD) as of Q3 2017, down from 76 in Q2 2017.
  • Funds reported $182M of Utah Medical Products stock for Q3 2017, up 1.7% quarter-over-quarter.
  • 2 funds opened new Utah Medical Products positions in Q3 2017 and 4 closed out, a net change of -2 holders.
  • The largest Utah Medical Products buyer in Q3 2017 was Renaissance Technologies, an estimated $1.92M added.
  • The largest Utah Medical Products seller in Q3 2017 was American Century Companies, an estimated $6.72M sold.

Based on aggregated 13F filings for Q3 2017.