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Utah Medical Products

79 hedge funds and large institutions have $260M invested in Utah Medical Products in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

10% more funds holding

Funds holding: 7279 (+7)

8% more capital invested

Capital invested by funds: $241M → $260M (+$18.8M)

0.04% more ownership

Funds ownership: 71.28%71.33% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
23
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.8M -$2.97M -29,140 -6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$34.3M +$6.25M +61,290 +22%
Renaissance Technologies
3
Renaissance Technologies
New York
$22.3M -$727K -7,121 -3%
BlackRock
4
BlackRock
New York
$21.7M +$76.3K +748 +0.3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$19M -$2.67M -26,120 -12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$15M -$143K -1,400 -0.9%
RHJA
7
Rice Hall James & Associates
California
$11.4M -$97.1K -952 -0.8%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.71M -$672K -6,585 -7%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$7.85M +$173K +1,695 +2%
State Street
10
State Street
Massachusetts
$6.89M +$163K +1,599 +2%
RIM
11
Ranger Investment Management
Texas
$6.87M +$1.12K +11 +0%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$6.06M -$95.4K -935 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$5.68M +$60K +588 +1%
Franklin Resources
14
Franklin Resources
California
$4.18M -$918 -9 -0%
HP
15
HealthInvest Partners
Sweden
$4M -$204K -2,000 -5%
Northern Trust
16
Northern Trust
Illinois
$3.84M -$53.7K -526 -1%
Goldman Sachs
17
Goldman Sachs
New York
$3.33M -$106K -1,043 -3%
RA
18
Royce & Associates
New York
$3.18M -$510 -5 -0%
AA
19
Ancora Advisors
Ohio
$2.67M -$477K -4,673 -15%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.96M -$800K -7,840 -29%
IP
21
Isthmus Partners
Wisconsin
$1.75M +$28K +274 +2%
Charles Schwab
22
Charles Schwab
California
$1.46M
CYG
23
Clean Yield Group
Vermont
$1.45M -$216K -2,116 -13%
EHC
24
Everett Harris & Co
California
$1.37M -$96.9K -950 -6%
N
25
Nuveen
North Carolina
$1.25M -$255K -2,496 -18%

UTMD Hedge Fund Activity: Q4 2021 in Review

79 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2021, worth a combined $260M — up 7.8% from $241M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UTMD positions and 3 closed out — a net gain of 7 holders — while 23 added to existing stakes and 31 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $6.25M. The largest seller was Fidelity Investments, cutting an estimated $2.97M.

  • 79 institutional investors held Utah Medical Products (UTMD) as of Q4 2021, up from 72 in Q3 2021.
  • Funds reported $260M of Utah Medical Products stock for Q4 2021, up 7.8% quarter-over-quarter.
  • 10 funds opened new Utah Medical Products positions in Q4 2021 and 3 closed out, a net change of +7 holders.
  • The largest Utah Medical Products buyer in Q4 2021 was T. Rowe Price Associates, an estimated $6.25M added.
  • The largest Utah Medical Products seller in Q4 2021 was Fidelity Investments, an estimated $2.97M sold.

Based on aggregated 13F filings for Q4 2021.