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Utah Medical Products

88 hedge funds and large institutions have $229M invested in Utah Medical Products in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

1.48% less ownership

Funds ownership: 74.76%73.28% (-1.5%)

2% less funds holding

Funds holding: 9088 (-2)

13% less capital invested

Capital invested by funds: $263M → $229M (-$33.9M)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
32
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$39.6M -$163K -1,849 -0.4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$24.3M +$83.4K +947 +0.3%
Renaissance Technologies
3
Renaissance Technologies
New York
$19.9M -$1M -11,369 -5%
BlackRock
4
BlackRock
New York
$15.7M +$772K +8,765 +5%
Lazard Asset Management
5
Lazard Asset Management
New York
$15.6M +$581K +6,600 +4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$15M +$50.9K +578 +0.3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$14.6M +$206K +2,336 +1%
State Street
8
State Street
Massachusetts
$7.97M -$43.8K -498 -0.5%
AA
9
Ancora Advisors
Ohio
$6.27M -$1.93M -21,938 -29%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$5.25M +$458K +5,205 +9%
TAM
11
THB Asset Management
Connecticut
$4.86M +$45K +511 +0.9%
Northern Trust
12
Northern Trust
Illinois
$4.56M -$159K -1,807 -3%
RIM
13
Ranger Investment Management
Texas
$4.14M +$485K +5,512 +12%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.13M +$125K +1,422 +3%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$4.01M -$1.03M -11,664 -19%
RA
16
Royce & Associates
New York
$2.76M -$1.58K -18 -0.1%
CYG
17
Clean Yield Group
Vermont
$2.35M -$40.9K -464 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.01M -$81.9K -930 -4%
RHJA
19
Rice Hall James & Associates
California
$1.96M +$1.78M +20,173 +592%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.87M -$284K -3,224 -13%
Wells Fargo
21
Wells Fargo
California
$1.85M +$88.6K +1,006 +5%
AQR Capital Management
22
AQR Capital Management
Connecticut
$1.83M -$641K -7,279 -25%
MAM
23
Martingale Asset Management
Massachusetts
$1.58M +$150K +1,700 +10%
BCM
24
Bridgeway Capital Management
Texas
$1.4M -$264K -3,000 -15%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.34M -$70.7K -803 -5%

UTMD Hedge Fund Activity: Q4 2018 in Review

88 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2018, worth a combined $229M — down 13% from $263M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UTMD and 11 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 32 added.

The largest buyer was Rice Hall James & Associates, adding an estimated $1.78M. The largest seller was Ancora Advisors, cutting an estimated $1.93M.

  • 88 institutional investors held Utah Medical Products (UTMD) as of Q4 2018, down from 90 in Q3 2018.
  • Funds reported $229M of Utah Medical Products stock for Q4 2018, down 13% quarter-over-quarter.
  • 11 funds opened new Utah Medical Products positions in Q4 2018 and 13 closed out, a net change of -2 holders.
  • The largest Utah Medical Products buyer in Q4 2018 was Rice Hall James & Associates, an estimated $1.78M added.
  • The largest Utah Medical Products seller in Q4 2018 was Ancora Advisors, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2018.