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Utah Medical Products

72 hedge funds and large institutions have $241M invested in Utah Medical Products in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

9% more capital invested

Capital invested by funds: $221M → $241M (+$20.6M)

6% more funds holding

Funds holding: 6872 (+4)

0.06% more ownership

Funds ownership: 71.22%71.28% (+0.06%)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
24
Reduced
24
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.1M -$3.46M -39,224 -7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$26.1M -$21.6K -245 -0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$21.4M -$1.23M -13,879 -6%
BlackRock
4
BlackRock
New York
$20.1M -$758K -8,586 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$20M +$1.89M +21,419 +11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$14.1M -$60.9K -689 -0.5%
RHJA
7
Rice Hall James & Associates
California
$10.7M +$167K +1,896 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.7M -$261K -2,958 -3%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$7.13M -$515K -5,829 -7%
RIM
10
Ranger Investment Management
Texas
$6.38M +$434K +4,912 +8%
State Street
11
State Street
Massachusetts
$6.27M +$113K +1,282 +2%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$5.71M -$11K -124 -0.2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$5.21M -$39.8K -451 -0.8%
HP
14
HealthInvest Partners
Sweden
$3.9M +$3.71M +42,000 New
Franklin Resources
15
Franklin Resources
California
$3.88M +$883 +10 +0%
Northern Trust
16
Northern Trust
Illinois
$3.61M -$142K -1,609 -4%
Goldman Sachs
17
Goldman Sachs
New York
$3.19M
RA
18
Royce & Associates
New York
$2.95M -$4.5K -51 -0.2%
AA
19
Ancora Advisors
Ohio
$2.91M +$52.7K +597 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.54M +$58.8K +666 +2%
IP
21
Isthmus Partners
Wisconsin
$1.6M +$14.8K +167 +1%
CYG
22
Clean Yield Group
Vermont
$1.54M -$396K -4,481 -21%
EHC
23
Everett Harris & Co
California
$1.36M +$97.2K +1,100 +8%
Charles Schwab
24
Charles Schwab
California
$1.35M
N
25
Nuveen
North Carolina
$1.25M -$143K -1,620 -10%

UTMD Hedge Fund Activity: Q3 2021 in Review

72 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2021, worth a combined $241M — up 9.3% from $221M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UTMD positions and 2 closed out — a net gain of 4 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was HealthInvest Partners, opening a new position worth an estimated $3.71M. The largest seller was Fidelity Investments, cutting an estimated $3.46M.

  • 72 institutional investors held Utah Medical Products (UTMD) as of Q3 2021, up from 68 in Q2 2021.
  • Funds reported $241M of Utah Medical Products stock for Q3 2021, up 9.3% quarter-over-quarter.
  • 6 funds opened new Utah Medical Products positions in Q3 2021 and 2 closed out, a net change of +4 holders.
  • The largest Utah Medical Products buyer in Q3 2021 was HealthInvest Partners, an estimated $3.71M added.
  • The largest Utah Medical Products seller in Q3 2021 was Fidelity Investments, an estimated $3.46M sold.

Based on aggregated 13F filings for Q3 2021.