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Utah Medical Products

77 hedge funds and large institutions have $221M invested in Utah Medical Products in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $210M → $221M (+$11M)

0.83% less ownership

Funds ownership: 72.83%72% (-0.83%)

9% less funds holding

Funds holding: 8577 (-8)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

89% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 9

Holders
77
Holders Change
-8
Holders Change %
-9.41%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
26
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$45.9M -$128K -1,498 -0.3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$23.6M -$1.62K -19 -0%
Renaissance Technologies
3
Renaissance Technologies
New York
$20.9M +$590K +6,923 +3%
BlackRock
4
BlackRock
New York
$18.8M +$626K +7,345 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.9M +$1.27M +14,905 +9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$13.6M -$386K -4,533 -3%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$13.1M -$584K -6,847 -4%
RHJA
8
Rice Hall James & Associates
California
$8.77M +$395K +4,628 +5%
State Street
9
State Street
Massachusetts
$6.54M +$139K +1,630 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.61M +$1.22M +14,329 +27%
RIM
11
Ranger Investment Management
Texas
$4.74M -$808K -9,474 -14%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.48M +$6.91K +81 +0.2%
Northern Trust
13
Northern Trust
Illinois
$4.33M -$315K -3,696 -7%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$3.57M -$71.4K -838 -2%
AA
15
Ancora Advisors
Ohio
$3.41M -$29K -340 -0.8%
RA
16
Royce & Associates
New York
$2.67M -$140K -1,645 -5%
CYG
17
Clean Yield Group
Vermont
$2.16M -$15.8K -185 -0.7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.13M +$292K +3,431 +16%
Goldman Sachs
19
Goldman Sachs
New York
$1.94M +$514K +6,025 +36%
Charles Schwab
20
Charles Schwab
California
$1.38M
Millennium Management
21
Millennium Management
New York
$1.3M -$907K -10,642 -41%
N
22
Nuveen
North Carolina
$1.24M +$83.3K +977 +7%
IP
23
Isthmus Partners
Wisconsin
$1.17M -$7.25K -85 -0.6%
EHC
24
Everett Harris & Co
California
$920K +$65.2K +765 +8%
Wells Fargo
25
Wells Fargo
California
$865K -$77.9K -914 -8%

UTMD Hedge Fund Activity: Q4 2020 in Review

77 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2020, worth a combined $221M — up 5.3% from $210M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UTMD and 1 opened new positions — a net loss of 8 holders — while 29 trimmed existing stakes and 26 added.

The largest buyer was Vanguard Group, adding an estimated $1.27M. The largest seller was Natixis Advisors, exiting entirely with an estimated $1.08M sold.

  • 77 institutional investors held Utah Medical Products (UTMD) as of Q4 2020, down from 85 in Q3 2020.
  • Funds reported $221M of Utah Medical Products stock for Q4 2020, up 5.3% quarter-over-quarter.
  • 1 fund opened new Utah Medical Products positions in Q4 2020 and 9 closed out, a net change of -8 holders.
  • The largest Utah Medical Products buyer in Q4 2020 was Vanguard Group, an estimated $1.27M added.
  • The largest Utah Medical Products seller in Q4 2020 was Natixis Advisors, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2020.