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Utah Medical Products

98 hedge funds and large institutions have $266M invested in Utah Medical Products in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

10% more capital invested

Capital invested by funds: $241M → $266M (+$25.2M)

7% more funds holding

Funds holding: 9298 (+6)

1.32% more ownership

Funds ownership: 72.99%74.31% (+1.3%)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
39
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$48.9M +$1.89M +22,508 +5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$31.2M +$801K +9,510 +3%
Renaissance Technologies
3
Renaissance Technologies
New York
$23.8M +$864K +10,266 +4%
BlackRock
4
BlackRock
New York
$20.6M +$3.16M +37,509 +21%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18M +$67.9K +806 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$16.5M -$332K -3,949 -2%
AA
7
Ancora Advisors
Ohio
$8.73M +$2.38M +28,276 +69%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$8.71M +$3.56M +42,249 +86%
RHJA
9
Rice Hall James & Associates
California
$7.47M +$2.78M +33,064 +73%
State Street
10
State Street
Massachusetts
$6.92M -$46.5K -552 -0.8%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$5.88M -$200K -2,381 -4%
RIM
12
Ranger Investment Management
Texas
$5.54M +$196K +2,327 +4%
TAM
13
THB Asset Management
Connecticut
$5.21M -$289K -3,437 -6%
Northern Trust
14
Northern Trust
Illinois
$5.21M -$60.5K -719 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$5.01M +$9.77K +116 +0.2%
RA
16
Royce & Associates
New York
$3.18M +$168 +2 +0%
CYG
17
Clean Yield Group
Vermont
$2.69M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.22M -$11K -131 -0.6%
MAM
19
Martingale Asset Management
Massachusetts
$2.15M +$33.7K +400 +2%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.13M +$96.7K +1,149 +5%
PC
21
Port Capital
Illinois
$1.73M +$92.6K +1,100 +6%
AQR Capital Management
22
AQR Capital Management
Connecticut
$1.73M -$119K -1,416 -7%
RJA
23
Raymond James & Associates
Florida
$1.7M +$63.6K +756 +4%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$1.52M -$50.9K -605 -4%
WCM
25
Wedge Capital Management
North Carolina
$1.47M -$269K -3,199 -17%

UTMD Hedge Fund Activity: Q2 2019 in Review

98 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2019, worth a combined $266M — up 10% from $241M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UTMD positions and 6 closed out — a net gain of 8 holders — while 39 added to existing stakes and 27 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $3.56M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $13.7M sold.

  • 98 institutional investors held Utah Medical Products (UTMD) as of Q2 2019, up from 92 in Q1 2019.
  • Funds reported $266M of Utah Medical Products stock for Q2 2019, up 10% quarter-over-quarter.
  • 14 funds opened new Utah Medical Products positions in Q2 2019 and 6 closed out, a net change of +8 holders.
  • The largest Utah Medical Products buyer in Q2 2019 was Russell Investments Group, an estimated $3.56M added.
  • The largest Utah Medical Products seller in Q2 2019 was Lazard Asset Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2019.