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Utah Medical Products

81 hedge funds and large institutions have $256M invested in Utah Medical Products in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $203M → $256M (+$52.5M)

4% more funds holding

Funds holding: 7881 (+3)

2.19% more ownership

Funds ownership: 67.14%69.32% (+2.2%)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
25
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$54.5M +$2.72M +30,439 +6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$28.6M +$9.72K +109 +0%
Renaissance Technologies
3
Renaissance Technologies
New York
$21.6M +$600K +6,722 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.6M +$389K +4,365 +3%
BlackRock
5
BlackRock
New York
$16M +$9.64K +108 +0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$12.6M -$3.15M -35,271 -22%
Lazard Asset Management
7
Lazard Asset Management
New York
$11.2M +$10.1M +112,800 New
State Street
8
State Street
Massachusetts
$8.78M -$39.2K -439 -0.5%
WCM Investment Management
9
WCM Investment Management
California
$8.07M -$56.2K -630 -0.8%
AA
10
Ancora Advisors
Ohio
$7.87M +$823K +9,229 +13%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$7.76M +$656K +7,350 +10%
Northern Trust
12
Northern Trust
Illinois
$5.26M +$34.6K +388 +0.7%
TAM
13
THB Asset Management
Connecticut
$4.3M +$446 +5 +0%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.23M -$573K -6,419 -13%
CYG
15
Clean Yield Group
Vermont
$4.07M -$548K -6,142 -13%
RA
16
Royce & Associates
New York
$3.37M -$1.34K -15 -0%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.69M -$352K -3,947 -13%
Morgan Stanley
18
Morgan Stanley
New York
$2.52M +$573K +6,421 +34%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.41M +$55.6K +623 +3%
BCM
20
Bridgeway Capital Management
Texas
$2.22M -$272K -3,050 -12%
Wells Fargo
21
Wells Fargo
California
$2.2M -$551K -6,178 -22%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.97M +$269K +3,015 +18%
ACM
23
Ativo Capital Management
Illinois
$1.73M
MAM
24
Martingale Asset Management
Massachusetts
$1.7M -$17.8K -200 -1%
Deutsche Bank
25
Deutsche Bank
Germany
$1.39M -$941K -10,547 -43%

UTMD Hedge Fund Activity: Q1 2018 in Review

81 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2018, worth a combined $256M — up 26% from $203M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UTMD positions and 9 closed out — a net gain of 3 holders — while 25 added to existing stakes and 28 trimmed.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $10.1M. The largest seller was Vanguard Group, cutting an estimated $3.15M.

  • 81 institutional investors held Utah Medical Products (UTMD) as of Q1 2018, up from 78 in Q4 2017.
  • Funds reported $256M of Utah Medical Products stock for Q1 2018, up 26% quarter-over-quarter.
  • 12 funds opened new Utah Medical Products positions in Q1 2018 and 9 closed out, a net change of +3 holders.
  • The largest Utah Medical Products buyer in Q1 2018 was Lazard Asset Management, an estimated $10.1M added.
  • The largest Utah Medical Products seller in Q1 2018 was Vanguard Group, an estimated $3.15M sold.

Based on aggregated 13F filings for Q1 2018.