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Utah Medical Products

90 hedge funds and large institutions have $263M invested in Utah Medical Products in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

5.41% more ownership

Funds ownership: 69.34%74.76% (+5.4%)

2% less funds holding

Funds holding: 9290 (-2)

8% less capital invested

Capital invested by funds: $285M → $263M (-$22.2M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
36
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$45.1M -$3.85M -40,283 -8%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$27.5M +$5.83K +61 +0%
Renaissance Technologies
3
Renaissance Technologies
New York
$23.6M +$2.32M +24,283 +11%
Lazard Asset Management
4
Lazard Asset Management
New York
$17M +$4.06M +42,500 +31%
BlackRock
5
BlackRock
New York
$17M +$161K +1,681 +0.9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$16.9M +$2.64M +27,623 +18%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$16.3M +$174K +1,820 +1%
State Street
8
State Street
Massachusetts
$9.05M +$471K +4,928 +5%
AA
9
Ancora Advisors
Ohio
$7.22M +$882K +9,234 +14%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$5.64M -$576K -6,026 -9%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$5.47M +$5.55M +58,046 New
TAM
12
THB Asset Management
Connecticut
$5.46M +$1.33M +13,872 +31%
Northern Trust
13
Northern Trust
Illinois
$5.34M +$119K +1,249 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.55M +$217K +2,273 +5%
RIM
15
Ranger Investment Management
Texas
$4.17M +$1.78M +18,675 +73%
RA
16
Royce & Associates
New York
$3.13M -$86.6K -907 -3%
AQR Capital Management
17
AQR Capital Management
Connecticut
$2.77M +$2.61M +27,286 +1,322%
CYG
18
Clean Yield Group
Vermont
$2.71M -$215K -2,247 -7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.42M +$57.8K +605 +2%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.37M +$401K +4,198 +20%
Wells Fargo
21
Wells Fargo
California
$2M -$78.3K -820 -4%
Invesco
22
Invesco
Georgia
$1.9M +$191K +2,003 +11%
BCM
23
Bridgeway Capital Management
Texas
$1.88M -$248K -2,600 -12%
OAM
24
Oxford Asset Management
United Kingdom
$1.71M +$331K +3,461 +24%
MAM
25
Martingale Asset Management
Massachusetts
$1.63M +$9.55K +100 +0.6%

UTMD Hedge Fund Activity: Q3 2018 in Review

90 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2018, worth a combined $263M — down 7.8% from $285M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UTMD and 7 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 36 added.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $5.55M. The largest seller was Fidelity Investments, cutting an estimated $3.85M.

  • 90 institutional investors held Utah Medical Products (UTMD) as of Q3 2018, down from 92 in Q2 2018.
  • Funds reported $263M of Utah Medical Products stock for Q3 2018, down 7.8% quarter-over-quarter.
  • 7 funds opened new Utah Medical Products positions in Q3 2018 and 9 closed out, a net change of -2 holders.
  • The largest Utah Medical Products buyer in Q3 2018 was Loomis, Sayles & Company, an estimated $5.55M added.
  • The largest Utah Medical Products seller in Q3 2018 was Fidelity Investments, an estimated $3.85M sold.

Based on aggregated 13F filings for Q3 2018.