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Utah Medical Products

92 hedge funds and large institutions have $285M invested in Utah Medical Products in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

14% more funds holding

Funds holding: 8192 (+11)

11% more capital invested

Capital invested by funds: $256M → $285M (+$29.2M)

0.02% more ownership

Funds ownership: 69.32%69.34% (+0.02%)

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
32
Reduced
25
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$57.2M -$3.38M -32,389 -6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$32.1M +$200K +1,913 +0.7%
Renaissance Technologies
3
Renaissance Technologies
New York
$24.9M +$770K +7,378 +3%
BlackRock
4
BlackRock
New York
$19.7M +$1.76M +16,899 +10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18.9M +$333K +3,191 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$16.8M +$2.62M +25,045 +20%
Lazard Asset Management
7
Lazard Asset Management
New York
$15.2M +$2.66M +25,462 +23%
State Street
8
State Street
Massachusetts
$10M +$254K +2,429 +3%
AA
9
Ancora Advisors
Ohio
$7.42M -$1.27M -12,200 -15%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$7.27M -$1.31M -12,578 -16%
Northern Trust
11
Northern Trust
Illinois
$6.1M +$225K +2,158 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.07M +$339K +3,247 +8%
TAM
13
THB Asset Management
Connecticut
$4.86M +$64.1K +614 +1%
RA
14
Royce & Associates
New York
$3.76M +$3.97K +38 +0.1%
CYG
15
Clean Yield Group
Vermont
$3.41M -$1.06M -10,168 -25%
RIM
16
Ranger Investment Management
Texas
$2.82M +$2.68M +25,629 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.76M +$68.9K +660 +3%
BCM
18
Bridgeway Capital Management
Texas
$2.48M
Wells Fargo
19
Wells Fargo
California
$2.44M -$18.5K -177 -0.8%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.31M -$658K -6,303 -23%
Morgan Stanley
21
Morgan Stanley
New York
$2.18M -$592K -5,669 -22%
Invesco
22
Invesco
Georgia
$2M +$1.66M +15,876 +691%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.93M -$256K -2,453 -12%
MAM
24
Martingale Asset Management
Massachusetts
$1.9M
OAM
25
Oxford Asset Management
United Kingdom
$1.66M +$153K +1,461 +11%

UTMD Hedge Fund Activity: Q2 2018 in Review

92 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2018, worth a combined $285M — up 11% from $256M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UTMD positions and 2 closed out — a net gain of 11 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Ranger Investment Management, opening a new position worth an estimated $2.68M. The largest seller was WCM Investment Management, exiting entirely with an estimated $8.07M sold.

  • 92 institutional investors held Utah Medical Products (UTMD) as of Q2 2018, up from 81 in Q1 2018.
  • Funds reported $285M of Utah Medical Products stock for Q2 2018, up 11% quarter-over-quarter.
  • 13 funds opened new Utah Medical Products positions in Q2 2018 and 2 closed out, a net change of +11 holders.
  • The largest Utah Medical Products buyer in Q2 2018 was Ranger Investment Management, an estimated $2.68M added.
  • The largest Utah Medical Products seller in Q2 2018 was WCM Investment Management, an estimated $8.07M sold.

Based on aggregated 13F filings for Q2 2018.