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Utah Medical Products

79 hedge funds and large institutions have $228M invested in Utah Medical Products in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

3% more funds holding

Funds holding: 7779 (+2)

3% more capital invested

Capital invested by funds: $221M → $228M (+$6.99M)

0.11% more ownership

Funds ownership: 72%72.11% (+0.11%)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
28
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$47.3M +$88.1K +1,002 +0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$24.2M -$20.5K -233 -0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$21.4M -$72.4K -823 -0.3%
BlackRock
4
BlackRock
New York
$19.8M +$554K +6,303 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16.9M +$569K +6,474 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$13.3M -$748K -8,505 -5%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$10.8M -$2.69M -30,575 -20%
RHJA
8
Rice Hall James & Associates
California
$10.1M +$1.14M +12,921 +12%
State Street
9
State Street
Massachusetts
$6.01M -$724K -8,235 -11%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.6M -$166K -1,882 -3%
RIM
11
Ranger Investment Management
Texas
$4.81M -$59.4K -675 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.67M +$69.7K +793 +1%
Northern Trust
13
Northern Trust
Illinois
$3.74M -$725K -8,245 -16%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$3.5M -$177K -2,007 -5%
AA
15
Ancora Advisors
Ohio
$3.49M -$9.67K -110 -0.3%
Goldman Sachs
16
Goldman Sachs
New York
$2.89M +$917K +10,427 +45%
RA
17
Royce & Associates
New York
$2.76M +$12K +137 +0.4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.21M +$20K +227 +0.9%
CYG
19
Clean Yield Group
Vermont
$1.99M -$232K -2,635 -10%
Charles Schwab
20
Charles Schwab
California
$1.45M +$28.4K +323 +2%
IP
21
Isthmus Partners
Wisconsin
$1.44M +$243K +2,767 +20%
Franklin Resources
22
Franklin Resources
California
$1.34M +$1.36M +15,472 New
N
23
Nuveen
North Carolina
$1.21M -$70.9K -806 -5%
Wells Fargo
24
Wells Fargo
California
$1.18M +$297K +3,381 +33%
EHC
25
Everett Harris & Co
California
$1.03M +$85.3K +970 +9%

UTMD Hedge Fund Activity: Q1 2021 in Review

79 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2021, worth a combined $228M — up 3.2% from $221M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UTMD positions and 8 closed out — a net gain of 2 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $1.36M. The largest seller was Russell Investments Group, cutting an estimated $2.69M.

  • 79 institutional investors held Utah Medical Products (UTMD) as of Q1 2021, up from 77 in Q4 2020.
  • Funds reported $228M of Utah Medical Products stock for Q1 2021, up 3.2% quarter-over-quarter.
  • 10 funds opened new Utah Medical Products positions in Q1 2021 and 8 closed out, a net change of +2 holders.
  • The largest Utah Medical Products buyer in Q1 2021 was Franklin Resources, an estimated $1.36M added.
  • The largest Utah Medical Products seller in Q1 2021 was Russell Investments Group, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2021.