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Utah Medical Products

90 hedge funds and large institutions have $237M invested in Utah Medical Products in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

3% more funds holding

Funds holding: 8790 (+3)

0.11% more ownership

Funds ownership: 70.05%70.16% (+0.11%)

1% less capital invested

Capital invested by funds: $241M → $237M (-$3.55M)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
33
Reduced
37
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$35.6M +$3.3K +35 +0%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$31.8M -$822K -8,722 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$19M -$313K -3,322 -2%
BlackRock
4
BlackRock
New York
$18.3M -$229K -2,427 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.6M -$131K -1,387 -0.8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$14.5M +$55.5K +589 +0.4%
RHJA
7
Rice Hall James & Associates
California
$10.5M -$106K -1,124 -1%
RIM
8
Ranger Investment Management
Texas
$7.33M +$580K +6,156 +8%
State Street
9
State Street
Massachusetts
$6.63M -$49.9K -530 -0.7%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$6.31M -$171K -1,817 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.18M -$479K -5,083 -7%
JP Morgan Chase
12
JP Morgan Chase
New York
$5.46M -$2.54M -26,934 -32%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$4.68M -$126K -1,338 -3%
Franklin Resources
14
Franklin Resources
California
$4.04M +$154K +1,630 +4%
Goldman Sachs
15
Goldman Sachs
New York
$3.81M -$245K -2,604 -6%
Northern Trust
16
Northern Trust
Illinois
$3.46M -$63K -669 -2%
RA
17
Royce & Associates
New York
$3.04M +$754 +8 +0%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.91M +$2.92K +31 +0.1%
CYG
19
Clean Yield Group
Vermont
$2.86M +$473K +5,020 +20%
PMAM
20
Penn Mutual Asset Management
Pennsylvania
$2.82M +$1.54M +16,335 +117%
BIP
21
Brandes Investment Partners
California
$2.17M +$167K +1,775 +8%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$2.16M +$5.28K +56 +0.2%
IP
23
Isthmus Partners
Wisconsin
$1.95M -$6.41K -68 -0.3%
LSV Asset Management
24
LSV Asset Management
Illinois
$1.92M -$366K -3,885 -16%
AA
25
Ancora Advisors
Ohio
$1.6M -$467K -4,960 -22%

UTMD Hedge Fund Activity: Q2 2023 in Review

90 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q2 2023, worth a combined $237M — down 1.5% from $241M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UTMD positions and 3 closed out — a net gain of 3 holders — while 33 added to existing stakes and 37 trimmed.

The largest buyer was Penn Mutual Asset Management, adding an estimated $1.54M. The largest seller was JP Morgan Chase, cutting an estimated $2.54M.

  • 90 institutional investors held Utah Medical Products (UTMD) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $237M of Utah Medical Products stock for Q2 2023, down 1.5% quarter-over-quarter.
  • 6 funds opened new Utah Medical Products positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest Utah Medical Products buyer in Q2 2023 was Penn Mutual Asset Management, an estimated $1.54M added.
  • The largest Utah Medical Products seller in Q2 2023 was JP Morgan Chase, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2023.