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Utah Medical Products

85 hedge funds and large institutions have $210M invested in Utah Medical Products in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.16% less ownership

Funds ownership: 73.99%72.83% (-1.2%)

9% less funds holding

Funds holding: 9385 (-8)

12% less capital invested

Capital invested by funds: $238M → $210M (-$28.6M)

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

80% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 10

Holders
85
Holders Change
-8
Holders Change %
-8.6%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
28
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$43.6M +$8.88K +107 +0%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$22.4M -$1.11M -13,360 -5%
Renaissance Technologies
3
Renaissance Technologies
New York
$19.2M +$589K +7,100 +3%
BlackRock
4
BlackRock
New York
$17.2M -$487K -5,867 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.9M +$43.4K +523 +0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$13.3M -$268K -3,231 -2%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$12.9M +$1.23M +14,857 +10%
RHJA
8
Rice Hall James & Associates
California
$7.94M +$2.25M +27,163 +38%
State Street
9
State Street
Massachusetts
$6.07M -$86.4K -1,041 -1%
RIM
10
Ranger Investment Management
Texas
$5.25M -$128K -1,545 -2%
Northern Trust
11
Northern Trust
Illinois
$4.4M -$166K -1,996 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.24M +$56.6K +682 +1%
JP Morgan Chase
13
JP Morgan Chase
New York
$4.22M +$602K +7,251 +16%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$3.45M +$456K +5,498 +15%
AA
15
Ancora Advisors
Ohio
$3.26M -$1M -12,085 -23%
RA
16
Royce & Associates
New York
$2.66M +$4.56K +55 +0.2%
CYG
17
Clean Yield Group
Vermont
$2.06M -$18.2K -219 -0.8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.75M -$87.1K -1,050 -5%
Goldman Sachs
19
Goldman Sachs
New York
$1.35M +$1.2M +14,489 +584%
Charles Schwab
20
Charles Schwab
California
$1.31M -$20.8K -251 -2%
AQR Capital Management
21
AQR Capital Management
Connecticut
$1.12M -$4.81K -58 -0.4%
IP
22
Isthmus Partners
Wisconsin
$1.11M +$30.9K +372 +3%
N
23
Nuveen
North Carolina
$1.1M +$47.6K +574 +4%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$1.08M -$156K -1,885 -12%
Wells Fargo
25
Wells Fargo
California
$893K +$136K +1,635 +17%

UTMD Hedge Fund Activity: Q3 2020 in Review

85 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2020, worth a combined $210M — down 12% from $238M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UTMD and 2 opened new positions — a net loss of 8 holders — while 34 trimmed existing stakes and 28 added.

The largest buyer was Rice Hall James & Associates, adding an estimated $2.25M. The largest seller was Susquehanna International Group, cutting an estimated $1.74M.

  • 85 institutional investors held Utah Medical Products (UTMD) as of Q3 2020, down from 93 in Q2 2020.
  • Funds reported $210M of Utah Medical Products stock for Q3 2020, down 12% quarter-over-quarter.
  • 2 funds opened new Utah Medical Products positions in Q3 2020 and 10 closed out, a net change of -8 holders.
  • The largest Utah Medical Products buyer in Q3 2020 was Rice Hall James & Associates, an estimated $2.25M added.
  • The largest Utah Medical Products seller in Q3 2020 was Susquehanna International Group, an estimated $1.74M sold.

Based on aggregated 13F filings for Q3 2020.