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Utah Medical Products

68 hedge funds and large institutions have $221M invested in Utah Medical Products in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.89% less ownership

Funds ownership: 72.11%71.22% (-0.89%)

3% less capital invested

Capital invested by funds: $228M → $221M (-$6.95M)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

14% less funds holding

Funds holding: 7968 (-11)

73% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 15

Holders
68
Holders Change
-11
Holders Change %
-13.92%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
26
Reduced
27
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$45.6M -$856K -9,888 -2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$23.9M +$150K +1,735 +0.6%
Renaissance Technologies
3
Renaissance Technologies
New York
$20.7M -$260K -3,000 -1%
BlackRock
4
BlackRock
New York
$19.1M -$359K -4,147 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16.5M -$98.4K -1,137 -0.6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$12.9M -$96.1K -1,111 -0.7%
RHJA
7
Rice Hall James & Associates
California
$9.6M -$355K -4,107 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.21M +$2.77M +32,001 +50%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$7.03M -$3.63M -41,913 -34%
State Street
10
State Street
Massachusetts
$5.64M -$267K -3,088 -4%
RIM
11
Ranger Investment Management
Texas
$5.43M +$713K +8,245 +15%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$5.24M +$1.84M +21,302 +53%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.82M +$234K +2,707 +5%
Franklin Resources
14
Franklin Resources
California
$3.55M +$2.28M +26,304 +170%
Northern Trust
15
Northern Trust
Illinois
$3.45M -$226K -2,611 -6%
Goldman Sachs
16
Goldman Sachs
New York
$2.92M +$81.6K +943 +3%
RA
17
Royce & Associates
New York
$2.71M -$433 -5 -0%
AA
18
Ancora Advisors
Ohio
$2.62M -$828K -9,573 -24%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.27M +$101K +1,168 +5%
CYG
20
Clean Yield Group
Vermont
$1.79M -$164K -1,900 -8%
IP
21
Isthmus Partners
Wisconsin
$1.45M +$41.4K +478 +3%
N
22
Nuveen
North Carolina
$1.33M +$147K +1,697 +12%
Charles Schwab
23
Charles Schwab
California
$1.24M -$189K -2,182 -13%
EHC
24
Everett Harris & Co
California
$1.16M +$147K +1,695 +14%
SCP
25
Seizert Capital Partners
Michigan
$930K +$601K +6,943 +174%

UTMD Hedge Fund Activity: Q2 2021 in Review

68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2021, worth a combined $221M — down 3.1% from $228M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UTMD and 4 opened new positions — a net loss of 11 holders — while 27 trimmed existing stakes and 26 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.77M. The largest seller was Russell Investments Group, cutting an estimated $3.63M.

  • 68 institutional investors held Utah Medical Products (UTMD) as of Q2 2021, down from 79 in Q1 2021.
  • Funds reported $221M of Utah Medical Products stock for Q2 2021, down 3.1% quarter-over-quarter.
  • 4 funds opened new Utah Medical Products positions in Q2 2021 and 15 closed out, a net change of -11 holders.
  • The largest Utah Medical Products buyer in Q2 2021 was JP Morgan Chase, an estimated $2.77M added.
  • The largest Utah Medical Products seller in Q2 2021 was Russell Investments Group, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2021.