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Utah Medical Products

90 hedge funds and large institutions have $247M invested in Utah Medical Products in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.44% less ownership

Funds ownership: 74.52%71.07% (-3.4%)

6% less funds holding

Funds holding: 9690 (-6)

17% less capital invested

Capital invested by funds: $299M → $247M (-$51.8M)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
90
Holders Change
-6
Holders Change %
-6.25%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
29
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.8M -$218K -2,342 -0.5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$28.1M -$1.86M -20,061 -6%
Renaissance Technologies
3
Renaissance Technologies
New York
$21.8M -$251K -2,700 -1%
BlackRock
4
BlackRock
New York
$21.1M -$109K -1,178 -0.5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16.3M -$104K -1,119 -0.6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$16M -$50.2K -540 -0.3%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$12.9M -$2.45M -26,405 -16%
ProShare Advisors
8
ProShare Advisors
Maryland
$11.6M +$487K +5,243 +4%
State Street
9
State Street
Massachusetts
$7.15M -$180K -1,942 -2%
RHJA
10
Rice Hall James & Associates
California
$6.74M -$860K -9,252 -11%
RIM
11
Ranger Investment Management
Texas
$6.19M +$685K +7,371 +13%
AA
12
Ancora Advisors
Ohio
$5.86M -$553K -5,947 -9%
Northern Trust
13
Northern Trust
Illinois
$5.4M +$111K +1,192 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.85M +$154K +1,662 +3%
RA
15
Royce & Associates
New York
$3.13M +$836 +9 +0%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$3.02M -$1.7M -18,334 -36%
CYG
17
Clean Yield Group
Vermont
$2.58M +$4.18K +45 +0.2%
MAM
18
Martingale Asset Management
Massachusetts
$2.23M +$37.2K +400 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.09M -$3.9K -42 -0.2%
RJA
20
Raymond James & Associates
Florida
$1.53M -$87.5K -942 -5%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.48M +$1.15M +12,416 +374%
AQR Capital Management
22
AQR Capital Management
Connecticut
$1.35M +$26.1K +281 +2%
N
23
Nuveen
North Carolina
$1.27M +$627K +6,752 +100%
IP
24
Isthmus Partners
Wisconsin
$1.25M -$13.1K -141 -1%
Charles Schwab
25
Charles Schwab
California
$1.25M +$422K +4,539 +52%

UTMD Hedge Fund Activity: Q1 2020 in Review

90 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2020, worth a combined $247M — down 17% from $299M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UTMD and 6 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 29 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.15M. The largest seller was THB Asset Management, cutting an estimated $2.71M.

  • 90 institutional investors held Utah Medical Products (UTMD) as of Q1 2020, down from 96 in Q4 2019.
  • Funds reported $247M of Utah Medical Products stock for Q1 2020, down 17% quarter-over-quarter.
  • 6 funds opened new Utah Medical Products positions in Q1 2020 and 10 closed out, a net change of -4 holders.
  • The largest Utah Medical Products buyer in Q1 2020 was JP Morgan Chase, an estimated $1.15M added.
  • The largest Utah Medical Products seller in Q1 2020 was THB Asset Management, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2020.