HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing UTMD Share Count | ||||
| Barclays PLC | 655 | 4,757 | +4,102 | +626.26% |
| Lazard Asset Management LLC | 284 | 1,685 | +1,401 | +493.31% |
| Citigroup Inc. | 106 | 600 | +494 | +466.04% |
| BNP Paribas Arbitrage SA | 1,867 | 3,766 | +1,899 | +101.71% |
| UBS Group AG | 2,750 | 4,858 | +2,108 | +76.65% |
| Citadel Advisors LLC | 4,609 | 7,131 | +2,522 | +54.72% |
| Advisory Services Network LLC | 3,306 | 4,885 | +1,579 | +47.76% |
| Morgan Stanley | 8,467 | 12,497 | +4,030 | +47.60% |
| Penn Mutual Asset Management LLC | 36,283 | 53,093 | +16,810 | +46.33% |
| Royal Bank of Canada | 1,675 | 2,394 | +719 | +42.93% |
| American Century Companies Inc. | 5,970 | 8,397 | +2,427 | +40.65% |
| Legal & General Group Plc | 473 | 615 | +142 | +30.02% |
| Nuveen Asset Management LLC | 8,839 | 11,329 | +2,490 | +28.17% |
| Wells Fargo & Company MN | 871 | 1,073 | +202 | +23.19% |
| Brandes Investment Partners LP | 27,079 | 32,825 | +5,746 | +21.22% |
| Bank of New York Mellon Corp | 31,399 | 36,503 | +5,104 | +16.26% |
| Comerica Bank | 115 | 131 | +16 | +13.91% |
| Bank of America Corp DE | 3,133 | 3,529 | +396 | +12.64% |
| Global Retirement Partners LLC | 20 | 22 | +2 | +10.00% |
| JPMorgan Chase & Co. | 58,266 | 63,628 | +5,362 | +9.20% |
| Isthmus Partners LLC | 21,307 | 22,699 | +1,392 | +6.53% |
| State Street Corp | 70,896 | 74,327 | +3,431 | +4.84% |
| Geode Capital Management LLC | 68,724 | 72,020 | +3,296 | +4.80% |
| Ranger Investment Management L.P. | 74,411 | 77,591 | +3,180 | +4.27% |
| Northern Trust Corp | 37,166 | 38,588 | +1,422 | +3.83% |
| Everett Harris & Co. CA | 14,311 | 14,828 | +517 | +3.61% |
| BlackRock Inc. | 197,417 | 204,421 | +7,004 | +3.55% |
| Envestnet Asset Management Inc. | 3,950 | 4,055 | +105 | +2.66% |
| Dimensional Fund Advisors LP | 159,916 | 163,044 | +3,128 | +1.96% |
| Voya Investment Management LLC | 3,229 | 3,279 | +50 | +1.55% |
| Clean Yield Group | 31,263 | 31,748 | +485 | +1.55% |
| Vanguard Group Inc. | 168,158 | 170,739 | +2,581 | +1.53% |
| Cardinal Capital Management | 11,581 | 11,727 | +146 | +1.26% |
| WINTON GROUP Ltd | 3,713 | 3,718 | +5 | +0.13% |
| 13F Filers Reporting New Positions In UTMD | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Bridge City Capital LLC | 0 | 3,176 | +3,176 | +100% |
| Qube Research & Technologies Ltd | 0 | 1,013 | +1,013 | +100% |
| AJOVista LLC | 0 | 233 | +233 | +100% |
| EntryPoint Capital LLC | 0 | 1,446 | +1,446 | +100% |
| GAMMA Investing LLC | 0 | 1 | +1 | +100% |
| Northwest Financial Advisors | 0 | 300 | +300 | +100% |
| Private Wealth Management Group LLC | 0 | 21 | +21 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 1,050 | 1,050 | UNCH | 0.00% |
| Franklin Resources Inc. | 43,326 | 43,326 | UNCH | 0.00% |
| The PNC Financial Services Group Inc. | 324 | 324 | UNCH | 0.00% |
| Metropolitan Life Insurance Co NY | 249 | 249 | UNCH | 0.00% |
| James Investment Research Inc. | 4,292 | 4,292 | UNCH | 0.00% |
| Strs Ohio | 5,800 | 5,800 | UNCH | 0.00% |
| Martingale Asset Management L P | 3,366 | 3,366 | UNCH | 0.00% |
| Morgan Dempsey Capital Management LLC | 896 | 896 | UNCH | 0.00% |
| Ameritas Investment Partners Inc. | 296 | 296 | UNCH | 0.00% |
| Alliancebernstein L.P. | 4,800 | 4,800 | UNCH | 0.00% |
| Los Angeles Capital Management & Equity Research Inc. | 5,766 | 5,766 | UNCH | 0.00% |
| Penobscot Investment Management Company Inc. | 4,000 | 4,000 | UNCH | 0.00% |
| Ancora Advisors LLC | 16,657 | 16,657 | UNCH | 0.00% |
| Signaturefd LLC | 93 | 93 | UNCH | 0.00% |
| MetLife Investment Management LLC | 2,030 | 2,030 | UNCH | 0.00% |
| Copeland Capital Management LLC | 338 | 338 | UNCH | 0.00% |
| Covestor Ltd | 4 | 4 | UNCH | 0.00% |
| 13F Filers Decreasing UTMD Share Count | ||||
| Allspring Global Investments Holdings LLC | 610 | 3 | -607 | -99.51% |
| Tower Research Capital LLC TRC | 1,449 | 151 | -1,298 | -89.58% |
| Victory Capital Management Inc. | 1,934 | 926 | -1,008 | -52.12% |
| Royce & Associates LP | 32,716 | 15,849 | -16,867 | -51.56% |
| Globeflex Capital L P | 9,338 | 6,336 | -3,002 | -32.15% |
| Two Sigma Investments LP | 10,707 | 7,507 | -3,200 | -29.89% |
| California State Teachers Retirement System | 757 | 565 | -192 | -25.36% |
| Seizert Capital Partners LLC | 5,260 | 4,119 | -1,141 | -21.69% |
| T. Rowe Price Investment Management Inc. | 329,312 | 269,166 | -60,146 | -18.26% |
| Goldman Sachs Group Inc. | 40,956 | 34,512 | -6,444 | -15.73% |
| Two Sigma Advisers LP | 10,300 | 8,700 | -1,600 | -15.53% |
| LSV Asset Management | 19,215 | 16,444 | -2,771 | -14.42% |
| Quadrature Capital Ltd | 13,363 | 11,639 | -1,724 | -12.90% |
| Millennium Management LLC | 21,989 | 19,908 | -2,081 | -9.46% |
| Price T Rowe Associates Inc. MD | 23,973 | 21,994 | -1,979 | -8.26% |
| Amalgamated Bank | 517 | 481 | -36 | -6.96% |
| Russell Investments Group Ltd. | 58,639 | 54,973 | -3,666 | -6.25% |
| Deutsche Bank AG | 2,517 | 2,362 | -155 | -6.16% |
| Rice Hall James & Associates LLC | 111,634 | 105,011 | -6,623 | -5.93% |
| D. E. Shaw & Co. Inc. | 4,716 | 4,504 | -212 | -4.50% |
| Loomis Sayles & Co. L P | 46,028 | 44,439 | -1,589 | -3.45% |
| Charles Schwab Investment Management Inc. | 14,502 | 14,172 | -330 | -2.28% |
| Rhumbline Advisers | 4,623 | 4,538 | -85 | -1.84% |
| Bard Associates Inc. | 18,181 | 18,029 | -152 | -0.84% |
| Renaissance Technologies LLC | 205,514 | 204,614 | -900 | -0.44% |
| New York State Common Retirement Fund | 1,435 | 1,429 | -6 | -0.42% |
| American International Group Inc. | 1,712 | 1,706 | -6 | -0.35% |
| Mercer Global Advisors Inc. ADV | 4,398 | 4,388 | -10 | -0.23% |
| Advisor Group Holdings Inc. | 716 | 715 | -1 | -0.14% |
| FMR LLC | 389,831 | 389,708 | -123 | -0.03% |
| 13F Filers Exiting UTMD | ||||
| Riverwater Partners LLC | 2,354 | 0 | -2,354 | -100.00% |
| Lindbrook Capital LLC | 7 | 0 | -7 | -100.00% |
| Quadrant Capital Group LLC | 128 | 0 | -128 | -100.00% |
| Man Group plc | 4,578 | 0 | -4,578 | -100.00% |
| Quantbot Technologies LP | 43 | 0 | -43 | -100.00% |
| O Shaughnessy Asset Management LLC | 3,542 | 0 | -3,542 | -100.00% |
| Hillsdale Investment Management Inc. | 1,400 | 0 | -1,400 | -100.00% |
| Natixis Advisors L.P. | 12,811 | 0 | -12,811 | -100.00% |
| Invesco Ltd. | 2,718 | 0 | -2,718 | -100.00% |
| Panagora Asset Management Inc. | 2,643 | 0 | -2,643 | -100.00% |
See Summary: Institutional Holders of UTMD
See Details: Top 10 Hedge Funds Holding UTMD
Also See: UTMD Insider Buying
