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Utah Medical Products

112 hedge funds and large institutions have $142M invested in Utah Medical Products in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 110112 (+2)

1.21% less ownership

Funds ownership: 69.21%68% (-1.2%)

12% less capital invested

Capital invested by funds: $161M → $142M (-$19.4M)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
41
Reduced
35
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$13.6M -$589K -9,104 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.5M +$724K +11,196 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.9M -$259K -4,001 -2%
BlackRock
4
BlackRock
New York
$10.4M -$742K -11,481 -6%
BIP
5
Brandes Investment Partners
California
$10M +$1.59M +24,604 +18%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.02M +$55.4K +857 +0.9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$5.68M -$11.4M -176,463 -66%
RIM
8
Ranger Investment Management
Texas
$5.21M -$120K -1,855 -2%
State Street
9
State Street
Massachusetts
$5.11M +$119K +1,842 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.9M +$665K +10,292 +15%
RHJA
11
Rice Hall James & Associates
California
$4.84M -$293K -4,530 -5%
MA
12
Minerva Advisors
Pennsylvania
$4.82M +$2.33M +36,061 +85%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$4.62M -$894K -13,830 -16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.91M -$6.79K -105 -0.2%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$2.66M -$470K -7,265 -14%
RA
16
Royce & Associates
New York
$2.58M +$1.67M +25,755 +159%
Northern Trust
17
Northern Trust
Illinois
$2.26M +$115K +1,773 +5%
Morgan Stanley
18
Morgan Stanley
New York
$2.24M +$248K +3,843 +12%
Millennium Management
19
Millennium Management
New York
$1.97M +$451K +6,975 +28%
IP
20
Isthmus Partners
Wisconsin
$1.93M -$38.7K -598 -2%
HCM
21
Huber Capital Management
California
$1.76M +$1.85M +28,670 New
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$1.46M -$444K -6,875 -23%
BA
23
Bard Associates
Illinois
$1.24M +$16.1K +249 +1%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.23M -$246K -3,800 -16%
CCMINC
25
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.22M +$86.4K +1,336 +7%

UTMD Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Utah Medical Products (UTMD) for Q4 2024, worth a combined $142M — down 12% from $161M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UTMD positions and 17 closed out — a net gain of 2 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was Minerva Advisors, adding an estimated $2.33M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 112 institutional investors held Utah Medical Products (UTMD) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $142M of Utah Medical Products stock for Q4 2024, down 12% quarter-over-quarter.
  • 19 funds opened new Utah Medical Products positions in Q4 2024 and 17 closed out, a net change of +2 holders.
  • The largest Utah Medical Products buyer in Q4 2024 was Minerva Advisors, an estimated $2.33M added.
  • The largest Utah Medical Products seller in Q4 2024 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2024.