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Utah Medical Products

87 hedge funds and large institutions have $241M invested in Utah Medical Products in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

6% more funds holding

Funds holding: 8287 (+5)

0% more capital invested

Capital invested by funds: $241M → $241M (+$435K)

0.09% less ownership

Funds ownership: 70.14%70.05% (-0.09%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
40
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$36.2M +$2.3K +25 +0%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$33.2M +$728K +7,924 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$19.6M -$358K -3,900 -2%
BlackRock
4
BlackRock
New York
$18.9M -$595K -6,477 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16M +$114K +1,245 +0.7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$14.6M +$108K +1,170 +0.8%
RHJA
7
Rice Hall James & Associates
California
$10.8M -$22.3K -243 -0.2%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.1M +$207K +2,255 +3%
RIM
9
Ranger Investment Management
Texas
$6.87M -$235K -2,562 -3%
State Street
10
State Street
Massachusetts
$6.79M +$131K +1,421 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.77M +$99.7K +1,085 +2%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$6.59M +$353K +3,838 +6%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$4.88M -$81.3K -884 -2%
Goldman Sachs
14
Goldman Sachs
New York
$4.12M +$227K +2,465 +6%
Franklin Resources
15
Franklin Resources
California
$3.95M
Northern Trust
16
Northern Trust
Illinois
$3.59M +$14K +152 +0.4%
RA
17
Royce & Associates
New York
$3.1M +$248K +2,696 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.95M -$102K -1,108 -3%
CYG
19
Clean Yield Group
Vermont
$2.43M +$884K +9,614 +60%
LSV Asset Management
20
LSV Asset Management
Illinois
$2.32M +$1.07M +11,686 +91%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$2.19M +$2.02K +22 +0.1%
AA
22
Ancora Advisors
Ohio
$2.1M -$55.1K -599 -3%
BIP
23
Brandes Investment Partners
California
$2.04M +$1.98M +21,505 New
IP
24
Isthmus Partners
Wisconsin
$1.99M +$67.3K +732 +4%
Morgan Stanley
25
Morgan Stanley
New York
$1.44M +$534K +5,813 +62%

UTMD Hedge Fund Activity: Q1 2023 in Review

87 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q1 2023, worth a combined $241M — up 0.18% from $241M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UTMD positions and 2 closed out — a net gain of 6 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Brandes Investment Partners, opening a new position worth an estimated $1.98M. The largest seller was BlackRock, cutting an estimated $595K.

  • 87 institutional investors held Utah Medical Products (UTMD) as of Q1 2023, up from 82 in Q4 2022.
  • Funds reported $241M of Utah Medical Products stock for Q1 2023, up 0.18% quarter-over-quarter.
  • 8 funds opened new Utah Medical Products positions in Q1 2023 and 2 closed out, a net change of +6 holders.
  • The largest Utah Medical Products buyer in Q1 2023 was Brandes Investment Partners, an estimated $1.98M added.
  • The largest Utah Medical Products seller in Q1 2023 was BlackRock, an estimated $595K sold.

Based on aggregated 13F filings for Q1 2023.