UTMD NASDAQ
Utah Medical Products, Inc.
1W: +2.0%
1M: -6.7%
3M: -4.2%
YTD: +15.0%
1Y: +21.8%
3Y: -26.9%
5Y: -19.6%
$64.51
-0.48 (-0.74%)
Weekly Expected Move ±2.4%
$60
$62
$63
$65
$66
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Institutional Ownership — UTMD
131
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
$132M
Total Invested
14
New Positions
43
Increased
46
Reduced
22
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (145 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BRANDES INVESTMENT PARTNERS, LP | 449,279 | $$29M | +97,957 | +27.9% | 13Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 277,120 | $$18M | — | +0.0% | 1Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 197,908 | $$13M | +1,399 | +0.7% | 13Q | SEC ↗ |
| 4 | BlackRock, Inc. | 187,649 | $$12M | +3,112 | +1.7% | 7Q | SEC ↗ |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 184,114 | $$12M | -9,500 | -4.9% | 13Q | SEC ↗ |
| 6 | VANGUARD GROUP INC | 175,971 | $$11M | +344 | +0.2% | 12Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 120,097 | $$8M | +32,302 | +36.8% | 13Q | SEC ↗ |
| 8 | Minerva Advisors LLC | 93,615 | $$6M | — | +0.0% | 8Q | SEC ↗ |
| 9 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 89,131 | $$6M | -19,870 | -18.2% | 9Q | SEC ↗ |
| 10 | RICE HALL JAMES & ASSOCIATES, LLC | 67,882 | $$4M | +3,484 | +5.4% | 13Q | SEC ↗ |
| 11 | STATE STREET CORP | 64,402 | $$4M | -3,605 | -5.3% | 13Q | SEC ↗ |
| 12 | MORGAN STANLEY | 43,705 | $$3M | -13,589 | -23.7% | 12Q | SEC ↗ |
| 13 | UBS Group AG | 36,916 | $$2M | +36,602 | +11656.7% | 13Q | SEC ↗ |
| 14 | Huber Capital Management LLC | 35,915 | $$2M | -925 | -2.5% | 6Q | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 32,082 | $$2M | -3,457 | -9.7% | 13Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 30,292 | $$2M | +1,015 | +3.5% | 13Q | SEC ↗ |
| 17 | Quantinno Capital Management LP | 29,841 | $$2M | +6,146 | +25.9% | 4Q | SEC ↗ |
| 18 | Cardinal Capital Management | 26,543 | $$2M | +1,707 | +6.9% | 13Q | SEC ↗ |
| 19 | SEGALL BRYANT & HAMILL, LLC | 21,547 | $$1M | +10,065 | +87.7% | 3Q | SEC ↗ |
| 20 | EVERETT HARRIS & CO /CA | 21,344 | $$1M | +4,151 | +24.1% | 12Q | SEC ↗ |
| 21 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 21,287 | $$1M | +6,384 | +42.8% | 4Q | SEC ↗ |
| 22 | VANGUARD FIDUCIARY TRUST CO NEW | 19,056 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 23 | BARD ASSOCIATES INC | 18,361 | $$1M | +161 | +0.9% | 11Q | SEC ↗ |
| 24 | PRICE T ROWE ASSOCIATES INC /MD | 18,300 | $$1M | +3,620 | +24.7% | 13Q | SEC ↗ |
| 25 | FMR LLC | 18,062 | $$1M | +4,822 | +36.4% | 13Q | SEC ↗ |
| 26 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 17,437 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 27 | MILLENNIUM MANAGEMENT LLC | 16,348 | $$1M | -4,208 | -20.5% | 12Q | SEC ↗ |
| 28 | RITHOLTZ WEALTH MANAGEMENT | 14,807 | $$955K | +9,293 | +168.5% | 3Q | SEC ↗ |
| 29 | LSV ASSET MANAGEMENT | 13,474 | $$869K | +500 | +3.9% | 12Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 12,449 | $$803K | -9,617 | -43.6% | 13Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 11,558 | $$746K | +4,458 | +62.8% | 13Q | SEC ↗ |
| 32 | LPL Financial LLC | 11,481 | $$741K | +4,109 | +55.7% | 6Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC NEW | 10,954 | $$707K | — | +0.0% | 1Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 10,271 | $$663K | -378 | -3.5% | 4Q | SEC ↗ |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 10,080 | $$650K | +3,469 | +52.5% | 13Q | SEC ↗ |
| 36 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 9,838 | $$635K | -595 | -5.7% | 13Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 9,007 | $$581K | +1 | +0.0% | 13Q | SEC ↗ |
| 38 | D. E. Shaw & Co., Inc. | 8,835 | $$570K | -346 | -3.8% | 12Q | SEC ↗ |
| 39 | MERCER GLOBAL ADVISORS INC /ADV | 7,805 | $$504K | +478 | +6.5% | 12Q | SEC ↗ |
| 40 | Bridge City Capital, LLC | 7,291 | $$470K | +407 | +5.9% | 10Q | SEC ↗ |
| 41 | AMERICAN CENTURY COMPANIES INC | 7,253 | $$468K | -47 | -0.6% | 12Q | SEC ↗ |
| 42 | AMERIPRISE FINANCIAL INC | 7,100 | $$458K | -6,300 | -47.0% | 9Q | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 5,871 | $$379K | -9,403 | -61.6% | 10Q | SEC ↗ |
| 44 | SEIZERT CAPITAL PARTNERS, LLC | 5,436 | $$351K | — | +0.0% | 13Q | SEC ↗ |
| 45 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 5,328 | $$344K | — | +0.0% | 7Q | SEC ↗ |
| 46 | ALLIANCEBERNSTEIN L.P. | 5,300 | $$342K | — | +0.0% | 12Q | SEC ↗ |
| 47 | RAYMOND JAMES FINANCIAL INC NEW | 5,201 | $$336K | — | +0.0% | 1Q | SEC ↗ |
| 48 | TWO SIGMA INVESTMENTS, LP | 5,153 | $$332K | -344 | -6.3% | 12Q | SEC ↗ |
| 49 | &PARTNERS | 5,003 | $$323K | +1,207 | +31.8% | 3Q | SEC ↗ |
| 50 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5,000 | $$323K | — | +0.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 277,120 | $$18M |
| VANGUARD FIDUCIARY TRUST CO | 19,056 | $$1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,437 | $$1M |
| CITADEL ADVISORS LLC | 10,954 | $$707K |
| RAYMOND JAMES FINANCIAL INC | 5,201 | $$336K |
| Focus Partners Wealth | 4,898 | $$316K |
| Sanctuary Advisors, LLC | 3,628 | $$234K |
| Quadrature Capital Ltd | 3,321 | $$214K |
| Empowered Funds, LLC | 3,278 | $$211K |
| Advisory Services Network, LLC | 1,864 | $$120K |
| Vanguard Global Advisers, LLC | 1,208 | $$78K |
| FIFTH THIRD BANCORP | 695 | $$45K |
| Pinnacle Wealth Planning Services, | 338 | $$22K |
| JPL Wealth Management, LLC | 92 | $$6K |
| Root Financial Partners, LLC | 1 | $$0K |
| BOK Financial Private Wealth, Inc. | 0 | $$0K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11,685 | $$754K |
| ISTHMUS PARTNERS, LLC | 9,233 | $$596K |
| JANE STREET GROUP, LLC | 7,440 | $$480K |
| GLOBEFLEX CAPITAL L P | 6,336 | $$409K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,814 | $$311K |
| EXCHANGE TRADED CONCEPTS, LLC | 4,438 | $$286K |
| R Squared Ltd | 3,679 | $$237K |
| Metis Global Partners, LLC | 3,447 | $$222K |
| VICTORY CAPITAL MANAGEMENT INC | 2,673 | $$172K |
| UMB Bank, n.a. | 152 | $$10K |
| MEEDER ASSET MANAGEMENT INC | 99 | $$6K |
| AMALGAMATED BANK | 95 | $$6K |
| HARBOUR INVESTMENTS, INC. | 78 | $$5K |
| PRINCIPAL SECURITIES, INC. | 59 | $$4K |
| Red Tortoise LLC | 36 | $$2K |
| Torren Management, LLC | 14 | $$1K |
| OPTIMA CAPITAL LLC | 9 | $$1K |
| TOTAL INVESTMENT MANAGEMENT INC | 5 | $$0K |
| Clearstead Advisors, LLC | 3 | $$0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | +97,957 | +27.9% | 449,279 |
| UBS Group AG | +36,602 | +11656.7% | 36,916 |
| GEODE CAPITAL MANAGEMENT, LLC | +32,302 | +36.8% | 120,097 |
| SEGALL BRYANT & HAMILL, LLC | +10,065 | +87.7% | 21,547 |
| RITHOLTZ WEALTH MANAGEMENT | +9,293 | +168.5% | 14,807 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +6,384 | +42.8% | 21,287 |
| Quantinno Capital Management LP | +6,146 | +25.9% | 29,841 |
| FMR LLC | +4,822 | +36.4% | 18,062 |
| ROYAL BANK OF CANADA | +4,458 | +62.8% | 11,558 |
| EVERETT HARRIS & CO /CA | +4,151 | +24.1% | 21,344 |
| LPL Financial LLC | +4,109 | +55.7% | 11,481 |
| PRICE T ROWE ASSOCIATES INC /MD | +3,620 | +24.7% | 18,300 |
| RICE HALL JAMES & ASSOCIATES, LLC | +3,484 | +5.4% | 67,882 |
| ENVESTNET ASSET MANAGEMENT INC | +3,469 | +52.5% | 10,080 |
| BlackRock, Inc. | +3,112 | +1.7% | 187,649 |
| EverSource Wealth Advisors, LLC | +2,623 | +4230.6% | 2,685 |
| BANK OF AMERICA CORP /DE | +2,056 | +75.7% | 4,773 |
| WELLS FARGO & COMPANY/MN | +1,779 | +75.8% | 4,125 |
| Cardinal Capital Management | +1,707 | +6.9% | 26,543 |
| DIMENSIONAL FUND ADVISORS LP | +1,399 | +0.7% | 197,908 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -19,870 | -18.2% | 89,131 |
| MORGAN STANLEY | -13,589 | -23.7% | 43,705 |
| GOLDMAN SACHS GROUP INC | -9,617 | -43.6% | 12,449 |
| RENAISSANCE TECHNOLOGIES LLC | -9,500 | -4.9% | 184,114 |
| Qube Research & Technologies Ltd | -9,403 | -61.6% | 5,871 |
| AMERIPRISE FINANCIAL INC | -6,300 | -47.0% | 7,100 |
| BARCLAYS PLC | -4,527 | -80.6% | 1,092 |
| MILLENNIUM MANAGEMENT LLC | -4,208 | -20.5% | 16,348 |
| STATE STREET CORP | -3,605 | -5.3% | 64,402 |
| Bank of New York Mellon Corp | -3,457 | -9.7% | 32,082 |
| TWO SIGMA ADVISERS, LP | -2,300 | -31.9% | 4,900 |
| Invesco Ltd. | -1,903 | -31.6% | 4,117 |
| Nuveen, LLC | -1,068 | -18.8% | 4,601 |
| Huber Capital Management LLC | -925 | -2.5% | 35,915 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -595 | -5.7% | 9,838 |
| COMERICA BANK | -440 | -81.3% | 101 |
| AQR CAPITAL MANAGEMENT LLC | -378 | -3.5% | 10,271 |
| D. E. Shaw & Co., Inc. | -346 | -3.8% | 8,835 |
| TWO SIGMA INVESTMENTS, LP | -344 | -6.3% | 5,153 |
| Rockefeller Capital Management L.P. | -273 | -50.0% | 273 |