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Utah Medical Products

96 hedge funds and large institutions have $299M invested in Utah Medical Products in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $273M → $299M (+$26.4M)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1% less funds holding

Funds holding: 9796 (-1)

1.97% less ownership

Funds ownership: 76.49%74.52% (-2%)

39% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 44

Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
27
Reduced
44
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$47M -$1.46M -14,400 -3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$34.4M -$798K -7,874 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$25.3M -$334K -3,300 -1%
BlackRock
4
BlackRock
New York
$24.3M +$178K +1,752 +0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.8M -$1.53M -15,123 -8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$18.4M -$154K -1,524 -0.9%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$17.6M +$1.68M +16,579 +11%
ProShare Advisors
8
ProShare Advisors
Maryland
$12.8M +$421K +4,152 +4%
RHJA
9
Rice Hall James & Associates
California
$8.72M +$228K +2,247 +3%
State Street
10
State Street
Massachusetts
$8.41M +$376K +3,716 +5%
AA
11
Ancora Advisors
Ohio
$7.37M -$104K -1,022 -1%
RIM
12
Ranger Investment Management
Texas
$6.31M -$161K -1,585 -3%
Northern Trust
13
Northern Trust
Illinois
$6.06M -$88.7K -875 -2%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$5.45M -$307K -3,035 -6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$5.38M -$51.4K -507 -1%
TAM
16
THB Asset Management
Connecticut
$4.06M -$700K -6,908 -16%
RA
17
Royce & Associates
New York
$3.59M -$3.24K -32 -0.1%
CYG
18
Clean Yield Group
Vermont
$2.96M -$41K -405 -1%
MAM
19
Martingale Asset Management
Massachusetts
$2.52M +$20.3K +200 +0.9%
DZ Bank
20
DZ Bank
Germany
$2.44M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.4M -$119K -1,174 -5%
PC
22
Port Capital
Illinois
$1.95M
RJA
23
Raymond James & Associates
Florida
$1.86M -$44.1K -435 -2%
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.52M -$379K -3,742 -21%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.5M -$304K -3,000 -18%

UTMD Hedge Fund Activity: Q4 2019 in Review

96 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2019, worth a combined $299M — up 9.7% from $273M a quarter earlier.

Fund positioning in UTMD was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 27 added to existing stakes and 44 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $1.68M. The largest seller was Vanguard Group, cutting an estimated $1.53M.

  • 96 institutional investors held Utah Medical Products (UTMD) as of Q4 2019, down from 97 in Q3 2019.
  • Funds reported $299M of Utah Medical Products stock for Q4 2019, up 9.7% quarter-over-quarter.
  • 5 funds opened new Utah Medical Products positions in Q4 2019 and 5 closed out, a net change of 0 holders.
  • The largest Utah Medical Products buyer in Q4 2019 was Russell Investments Group, an estimated $1.68M added.
  • The largest Utah Medical Products seller in Q4 2019 was Vanguard Group, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2019.