UTAH MED PRODS INC UTMD
COM · Common Stock · CUSIP 917488108
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersMidvale, UT
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($19.6k this quarter). Holder counts are more reliable. Shares outstanding: 3.3m as of 2025-03-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $56.06. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 78 |
| Q4 2022 | 82 |
| Q1 2023 | 88 |
| Q2 2023 | 91 |
| Q3 2023 | 93 |
| Q4 2023 | 90 |
| Q1 2024 | 101 |
| Q2 2024 | 102 |
| Q3 2024 | 111 |
| Q4 2024 | 113 |
| Q1 2025 | 111 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 38 | 42 |
| Q3 2023 | 52 | 33 |
| Q4 2023 | 36 | 40 |
| Q1 2024 | 57 | 41 |
| Q2 2024 | 56 | 50 |
| Q3 2024 | 60 | 35 |
| Q4 2024 | 56 | 53 |
| Q1 2025 | 49 | 51 |
Biggest buyers
| BRANDES INVESTMENT PARTNERS, LP | Added | +79.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +26.5k |
| CITADEL ADVISORS LLC | Added | +15.9k |
| EVERETT HARRIS & CO /CA/ | Added | +13.1k |
| Huber Capital Management LLC | Added | +11.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +9.8k |
| Minerva Advisors LLC | Added | +8.5k |
| TWO SIGMA INVESTMENTS, LP | Added | +8.1k |
| Jump Financial, LLC | New | +6.6k |
| DIMENSIONAL FUND ADVISORS LP | Added | +6.3k |
Biggest sellers
| FMR LLC | Reduced | -89.1k |
| Ranger Investment Management, L.P. | Sold out | -84.7k |
| Russell Investments Group, Ltd. | Reduced | -42.8k |
| MORGAN STANLEY | Reduced | -10.5k |
| Kings Path Partners LLC | Sold out | -8.5k |
| BlackRock, Inc. | Reduced | -8.0k |
| MARSHALL WACE, LLP | Reduced | -7.7k |
| JPMORGAN CHASE & CO | Reduced | -7.4k |
| RICE HALL JAMES & ASSOCIATES, LLC | Reduced | -5.0k |
| Connor, Clark & Lunn Investment Management Ltd. | Sold out | -4.6k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BRANDES INVESTMENT PARTNERS, LP 13G · institution +0.8 pts · filed 2026-08-14 | 14.9% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution filed 2025-07-15 | 6.1% |
| RENAISSANCE TECHNOLOGIES LLC 13G · institution -1.2 pts · filed 2026-08-13 | 5.5% |
| BlackRock, Inc. 13G · institution +0.3 pts · filed 2025-07-17 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 1 | $65.4k | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP 0.14% of their portfolio | 242.2k $13.6m | Added +79.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 217.7k $12.2m | Reduced -3.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 193.0k $10.8m | Added +6.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 176.4k $9.9m | Reduced -801 |
| BlackRock, Inc. 0.00% of their portfolio | 160.6k $9.0m | Reduced -8.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 107.8k $6.0m | Added +9.8k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 101.6k $5.7m | Added +26.5k |
| Minerva Advisors LLC 3.46% of their portfolio | 86.9k $4.9m | Added +8.5k |
| STATE STREET CORP 0.00% of their portfolio | 80.2k $4.5m | Reduced -2.5k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.24% of their portfolio | 73.8k $4.1m | Reduced -5.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 72.3k $4.1m | Reduced -7.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 48.6k $2.7m | Added +1.3k |
| ROYCE & ASSOCIATES LP 0.03% of their portfolio | 42.0k $2.4m | Unchanged |
| Huber Capital Management LLC 0.42% of their portfolio | 39.8k $2.2m | Added +11.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 34.2k $1.9m | Reduced -2.7k |
| ISTHMUS PARTNERS, LLC 0.23% of their portfolio | 32.9k $1.8m | Added +1.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 32.0k $1.8m | Reduced -79 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 27.3k $1.5m | Added +8.1k |
| MORGAN STANLEY 0.00% of their portfolio | 25.9k $1.5m | Reduced -10.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 25.9k $1.5m | Added +15.9k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 23.1k $1.3m | Added +3.1k |
| Cardinal Capital Management 0.19% of their portfolio | 21.9k $1.2m | Added +2.1k |
| BARD ASSOCIATES INC 0.44% of their portfolio | 21.0k $1.2m | Added +1.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 20.9k $1.2m | Reduced -2.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 17.9k $1.0m | Added +5.9k |
| EVERETT HARRIS & CO /CA/ 0.01% of their portfolio | 17.1k $959.2k | Added +13.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 15.5k $868.0k | Added +257 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 14.4k $807.4k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 14.3k $800.6k | Reduced -495 |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 13.3k $743.5k | Reduced -799 |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 13.1k $735.2k | Added +1.4k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 11.9k $668.0k | Added +1.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 10.3k $574.5k | Reduced -179 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 10.2k $569.0k | Added +2.8k |
| Atria Investments, Inc 0.01% of their portfolio | 10.0k $557.8k | Added +1.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 9.7k $544.0k | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 8.7k $487.0k | Added +555 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.5k $478.3k | Reduced -374 |
| Nuveen, LLC 0.00% of their portfolio | 8.0k $449.3k | First filing |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 7.6k $423.7k | Added +599 |
| Jump Financial, LLC 0.01% of their portfolio | 6.6k $370.3k | New |
| GLOBEFLEX CAPITAL L P 0.03% of their portfolio | 6.3k $355.1k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 5.7k $316.8k | New |
| SEIZERT CAPITAL PARTNERS, LLC 0.01% of their portfolio | 5.6k $312.1k | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 5.3k $298.6k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 5.3k $296.9k | Added +1.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 5.2k $291.2k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 5.2k $289.5k | Reduced -829 |
| Bridge City Capital, LLC 0.09% of their portfolio | 5.1k $286.4k | Reduced -162 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 5.1k $285.8k | Unchanged |
| Engineers Gate Manager LP 0.00% of their portfolio | 5.1k $283.7k | Reduced -933 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.0k $280.2k | New |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 4.6k $258.4k | Added +261 |
| Advisory Services Network, LLC 0.00% of their portfolio | 4.6k $257.8k | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 4.4k $247.9k | Reduced -266 |
| MARSHALL WACE, LLP 0.00% of their portfolio | 4.2k $233.5k | Reduced -7.7k |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 4.1k $227.9k | Added +101 |
| Penobscot Investment Management Company, Inc. 0.02% of their portfolio | 4.0k $224.2k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 3.7k $208.8k | Added +92 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.7k $208.0k | Reduced -1.8k |
| Invesco Ltd. 0.00% of their portfolio | 3.7k $207.5k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 3.6k $204.5k | New |
| BARCLAYS PLC 0.00% of their portfolio | 3.3k $187.6k | Reduced -1.9k |
| SG Americas Securities, LLC 0.00% of their portfolio | 3.2k $181.0k | Added +675 |
| FMR LLC 0.00% of their portfolio | 3.2k $180.3k | Reduced -89.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 3.0k $167.2k | Added +2.3k |
| UBS Group AG 0.00% of their portfolio | 2.3k $126.9k | Reduced -697 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.2k $123.7k | Reduced -2.7k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 2.2k $123.4k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.9k $105.9k | Reduced -37 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 1.8k $103.6k | Reduced -20 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.7k $96.8k | First filing |
| Corebridge Financial, Inc. 0.00% of their portfolio | 1.5k $86.4k | Reduced -89 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.4k $80.1k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 958 $53.7k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 894 $50.1k | Added +546 |
| Copeland Capital Management, LLC 0.00% of their portfolio | 851 $47.7k | Added +44 |
| US BANCORP \DE\ 0.00% of their portfolio | 528 $29.6k | Reduced -285 |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 500 $28.0k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 424 $23.8k | Reduced -42.8k |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 296 $16.6k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 295 $16.5k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 245 $13.7k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 242 $13.6k | Reduced -276 |
| First Horizon Advisors, Inc. 0.00% of their portfolio | 226 $12.7k | Added +21 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 225 $12.6k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 214 $12.0k | Added +47 |
| Blue Trust, Inc. 0.00% of their portfolio | 175 $9.8k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 149 $8.4k | New |
| COLDSTREAM CAPITAL MANAGEMENT INC 0.00% of their portfolio | 128 $7.2k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 119 $7.0k | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 118 $6.6k | Added +70 |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 117 $6.6k | Reduced -3 |
| BESSEMER GROUP INC 0.00% of their portfolio | 101 $6.0k | Reduced -399 |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 89 $5.0k | Unchanged |
| Cove Street Capital, LLC 0.01% of their portfolio | 87 $4.9k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 78 $4.4k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 72 $4.0k | Added +69 |
| True Wealth Design, LLC 0.00% of their portfolio | 71 $4.0k | Added +23 |
| Red Tortoise LLC 0.00% of their portfolio | 61 $3.4k | New |