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Utah Medical Products

85 hedge funds and large institutions have $231M invested in Utah Medical Products in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

8% more funds holding

Funds holding: 7985 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.03% less ownership

Funds ownership: 71.33%70.29% (-1%)

11% less capital invested

Capital invested by funds: $260M → $231M (-$29M)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.3M -$7.91M -86,011 -18%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$32.8M +$2.07M +22,537 +7%
Renaissance Technologies
3
Renaissance Technologies
New York
$20.1M +$73.6K +800 +0.4%
BlackRock
4
BlackRock
New York
$19.2M -$355K -3,863 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.9M -$2.18M -23,674 -12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$13.5M -$37.5K -408 -0.3%
RHJA
7
Rice Hall James & Associates
California
$10.5M +$256K +2,780 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$9.14M +$1.35M +14,693 +17%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$7.34M +$291K +3,160 +4%
RIM
10
Ranger Investment Management
Texas
$6.57M +$403K +4,380 +6%
State Street
11
State Street
Massachusetts
$6.36M +$152K +1,650 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.29M +$191K +2,082 +4%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$5.28M -$171K -1,857 -3%
HP
14
HealthInvest Partners
Sweden
$5.03M +$1.47M +16,000 +40%
Franklin Resources
15
Franklin Resources
California
$3.75M
Northern Trust
16
Northern Trust
Illinois
$3.33M -$125K -1,360 -4%
RA
17
Royce & Associates
New York
$2.86M +$6.8K +74 +0.2%
Goldman Sachs
18
Goldman Sachs
New York
$2.63M -$370K -4,019 -12%
AA
19
Ancora Advisors
Ohio
$2.32M -$78.2K -850 -3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.79M +$35.8K +389 +2%
IP
21
Isthmus Partners
Wisconsin
$1.67M +$98.5K +1,071 +6%
Charles Schwab
22
Charles Schwab
California
$1.34M +$28K +304 +2%
CYG
23
Clean Yield Group
Vermont
$1.25M -$47.4K -515 -4%
EHC
24
Everett Harris & Co
California
$1.21M -$28K -305 -2%
LSV Asset Management
25
LSV Asset Management
Illinois
$1.18M +$1.2M +13,100 New

UTMD Hedge Fund Activity: Q1 2022 in Review

85 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2022, worth a combined $231M — down 11% from $260M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UTMD positions and 6 closed out — a net gain of 6 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.07M. The largest seller was Fidelity Investments, cutting an estimated $7.91M.

  • 85 institutional investors held Utah Medical Products (UTMD) as of Q1 2022, up from 79 in Q4 2021.
  • Funds reported $231M of Utah Medical Products stock for Q1 2022, down 11% quarter-over-quarter.
  • 12 funds opened new Utah Medical Products positions in Q1 2022 and 6 closed out, a net change of +6 holders.
  • The largest Utah Medical Products buyer in Q1 2022 was T. Rowe Price Associates, an estimated $2.07M added.
  • The largest Utah Medical Products seller in Q1 2022 was Fidelity Investments, an estimated $7.91M sold.

Based on aggregated 13F filings for Q1 2022.