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Utah Medical Products

92 hedge funds and large institutions have $241M invested in Utah Medical Products in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $229M → $241M (+$12.5M)

5% more funds holding

Funds holding: 8892 (+4)

0.29% less ownership

Funds ownership: 73.28%72.99% (-0.29%)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
32
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$43.1M +$989K +11,248 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$27.9M +$2.07M +23,562 +8%
Renaissance Technologies
3
Renaissance Technologies
New York
$21M -$84.9K -966 -0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.5M +$557K +6,331 +4%
BlackRock
5
BlackRock
New York
$15.7M -$1.02M -11,633 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$15.6M +$83.9K +954 +0.5%
Lazard Asset Management
7
Lazard Asset Management
New York
$13.7M -$2.82M -32,100 -17%
State Street
8
State Street
Massachusetts
$6.43M -$2.02M -22,938 -24%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$5.63M +$53K +603 +1%
AA
10
Ancora Advisors
Ohio
$5.54M -$1.19M -13,542 -25%
TAM
11
THB Asset Management
Connecticut
$5.11M -$53.5K -609 -1%
RIM
12
Ranger Investment Management
Texas
$4.9M +$503K +5,720 +11%
Northern Trust
13
Northern Trust
Illinois
$4.86M +$22.1K +251 +0.5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.61M +$224K +2,543 +5%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$4.32M +$56.7K +645 +1%
RHJA
16
Rice Hall James & Associates
California
$3.97M +$1.88M +21,407 +91%
RA
17
Royce & Associates
New York
$2.93M +$5.19K +59 +0.2%
CYG
18
Clean Yield Group
Vermont
$2.48M -$16.3K -185 -0.7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.06M +$75.2K +855 +4%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.98M -$160K -1,818 -8%
MAM
21
Martingale Asset Management
Massachusetts
$1.95M +$273K +3,100 +16%
AQR Capital Management
22
AQR Capital Management
Connecticut
$1.72M -$230K -2,617 -12%
Wells Fargo
23
Wells Fargo
California
$1.68M -$290K -3,302 -15%
WCM
24
Wedge Capital Management
North Carolina
$1.64M +$312K +3,545 +24%
RJA
25
Raymond James & Associates
Florida
$1.5M +$136K +1,542 +10%

UTMD Hedge Fund Activity: Q1 2019 in Review

92 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2019, worth a combined $241M — up 5.5% from $229M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UTMD positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 33 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.07M. The largest seller was Lazard Asset Management, cutting an estimated $2.82M.

  • 92 institutional investors held Utah Medical Products (UTMD) as of Q1 2019, up from 88 in Q4 2018.
  • Funds reported $241M of Utah Medical Products stock for Q1 2019, up 5.5% quarter-over-quarter.
  • 11 funds opened new Utah Medical Products positions in Q1 2019 and 7 closed out, a net change of +4 holders.
  • The largest Utah Medical Products buyer in Q1 2019 was T. Rowe Price Associates, an estimated $2.07M added.
  • The largest Utah Medical Products seller in Q1 2019 was Lazard Asset Management, an estimated $2.82M sold.

Based on aggregated 13F filings for Q1 2019.