Utah Medical Products
UTMD
89 hedge funds and large institutions have $212M invested in Utah Medical Products in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 9 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 30
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $221M → $212M (-$9.43M)
1.46% less ownership
Funds ownership: 70.75% → 69.29% (-1.5%)
2% less funds holding
Funds holding: 91 → 89 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMAM
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
+$1.39M |
| 2 |
BlackRock
New York
|
+$581K |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$477K |
| 4 |
JP Morgan Chase
New York
|
+$445K |
| 5 |
Bank of New York Mellon
New York
|
+$423K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$4.99M |
| 2 |
RA
Royce & Associates
New York
|
-$1.4M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$1.1M |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$549K |
| 5 |
Goldman Sachs
New York
|
-$534K |
UTMD Hedge Fund Activity: Q4 2023 in Review
89 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2023, worth a combined $212M — down 4.3% from $221M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of UTMD and 7 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 34 added.
The largest buyer was Penn Mutual Asset Management, adding an estimated $1.39M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $4.99M.
- 89 institutional investors held Utah Medical Products (UTMD) as of Q4 2023, down from 91 in Q3 2023.
- Funds reported $212M of Utah Medical Products stock for Q4 2023, down 4.3% quarter-over-quarter.
- 7 funds opened new Utah Medical Products positions in Q4 2023 and 9 closed out, a net change of -2 holders.
- The largest Utah Medical Products buyer in Q4 2023 was Penn Mutual Asset Management, an estimated $1.39M added.
- The largest Utah Medical Products seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $4.99M sold.
Based on aggregated 13F filings for Q4 2023.