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Utah Medical Products

78 hedge funds and large institutions have $216M invested in Utah Medical Products in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

4% more funds holding

Funds holding: 7578 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 70.12%69.47% (-0.66%)

2% less capital invested

Capital invested by funds: $220M → $216M (-$3.56M)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

Holders
78
Holders Change
+3
Holders Change %
+4%
% 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
7
Increased
23
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.5M -$21.6K -245 -0.1%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$29.2M +$30.2M +342,187 New
Renaissance Technologies
3
Renaissance Technologies
New York
$18.5M -$958K -10,856 -5%
BlackRock
4
BlackRock
New York
$16.9M -$293K -3,319 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.2M -$42.7K -484 -0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$13M -$2.56K -29 -0%
RHJA
7
Rice Hall James & Associates
California
$10M -$119K -1,352 -1%
JP Morgan Chase
8
JP Morgan Chase
New York
$7.88M -$1.01M -11,387 -11%
HP
9
HealthInvest Partners
Sweden
$7.34M
RIM
10
Ranger Investment Management
Texas
$6.28M -$116K -1,312 -2%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$6.12M +$394K +4,463 +7%
State Street
12
State Street
Massachusetts
$5.96M -$32.5K -368 -0.5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$5.95M +$151K +1,715 +3%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$4.51M -$490K -5,548 -9%
Franklin Resources
15
Franklin Resources
California
$3.56M
Goldman Sachs
16
Goldman Sachs
New York
$3.5M +$903K +10,232 +33%
Northern Trust
17
Northern Trust
Illinois
$3.16M -$12.4K -141 -0.4%
RA
18
Royce & Associates
New York
$2.73M +$6.53K +74 +0.2%
AA
19
Ancora Advisors
Ohio
$2.07M
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$1.96M -$30.1M -341,547 -94%
IP
21
Isthmus Partners
Wisconsin
$1.73M +$103K +1,164 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.65M +$110K +1,250 +7%
CYG
23
Clean Yield Group
Vermont
$1.37M +$97.5K +1,105 +7%
Charles Schwab
24
Charles Schwab
California
$1.19M
EHC
25
Everett Harris & Co
California
$1.17M +$10.6K +120 +0.9%

UTMD Hedge Fund Activity: Q3 2022 in Review

78 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q3 2022, worth a combined $216M — down 1.6% from $220M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UTMD positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 31 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $903K. The largest seller was T. Rowe Price Associates, cutting an estimated $30.1M.

  • 78 institutional investors held Utah Medical Products (UTMD) as of Q3 2022, up from 75 in Q2 2022.
  • Funds reported $216M of Utah Medical Products stock for Q3 2022, down 1.6% quarter-over-quarter.
  • 7 funds opened new Utah Medical Products positions in Q3 2022 and 4 closed out, a net change of +3 holders.
  • The largest Utah Medical Products buyer in Q3 2022 was Goldman Sachs, an estimated $903K added.
  • The largest Utah Medical Products seller in Q3 2022 was T. Rowe Price Associates, an estimated $30.1M sold.

Based on aggregated 13F filings for Q3 2022.