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Utah Medical Products

82 hedge funds and large institutions have $241M invested in Utah Medical Products in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

11% more capital invested

Capital invested by funds: $216M → $241M (+$24.3M)

5% more funds holding

Funds holding: 7882 (+4)

0.68% more ownership

Funds ownership: 69.47%70.14% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
33
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$38.4M +$54.5K +597 +0.2%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$34.4M -$24.7K -271 -0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$21.2M -$539K -5,900 -3%
BlackRock
4
BlackRock
New York
$20.7M +$631K +6,911 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16.9M +$79.6K +872 +0.5%
RHJA
6
Rice Hall James & Associates
California
$11.5M -$290K -3,172 -3%
HP
7
HealthInvest Partners
Sweden
$9.45M +$730K +8,000 +9%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.37M -$841K -9,214 -10%
RIM
9
Ranger Investment Management
Texas
$7.55M +$138K +1,515 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.07M +$49.9K +547 +0.8%
State Street
11
State Street
Massachusetts
$7.06M +$35.6K +390 +0.6%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$6.6M -$554K -6,072 -8%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$5.27M -$41.1K -450 -0.9%
Franklin Resources
14
Franklin Resources
California
$4.19M
Goldman Sachs
15
Goldman Sachs
New York
$4.12M +$456 +5 +0%
Northern Trust
16
Northern Trust
Illinois
$3.79M +$54.9K +601 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.24M +$1.18M +12,944 +67%
RA
18
Royce & Associates
New York
$3.01M -$184K -2,017 -6%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$2.32M +$6.66K +73 +0.3%
AA
20
Ancora Advisors
Ohio
$2.29M -$138K -1,508 -6%
IP
21
Isthmus Partners
Wisconsin
$2.04M -$4.66K -51 -0.3%
CYG
22
Clean Yield Group
Vermont
$1.62M +$5.02K +55 +0.3%
Charles Schwab
23
Charles Schwab
California
$1.42M +$15.6K +171 +1%
EHC
24
Everett Harris & Co
California
$1.39M +$4.11K +45 +0.3%
LSV Asset Management
25
LSV Asset Management
Illinois
$1.29M +$175K +1,913 +18%

UTMD Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2022, worth a combined $241M — up 11% from $216M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UTMD positions and 3 closed out — a net gain of 4 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $1.18M. The largest seller was JP Morgan Chase, cutting an estimated $841K.

  • 82 institutional investors held Utah Medical Products (UTMD) as of Q4 2022, up from 78 in Q3 2022.
  • Funds reported $241M of Utah Medical Products stock for Q4 2022, up 11% quarter-over-quarter.
  • 7 funds opened new Utah Medical Products positions in Q4 2022 and 3 closed out, a net change of +4 holders.
  • The largest Utah Medical Products buyer in Q4 2022 was Bank of New York Mellon, an estimated $1.18M added.
  • The largest Utah Medical Products seller in Q4 2022 was JP Morgan Chase, an estimated $841K sold.

Based on aggregated 13F filings for Q4 2022.