undamentalytics Newsletter

Utah Medical Products Inc: which funds bought and sold

Institutions that bought and sold Utah Medical Products shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 55 institutions that filed 13F reports for both quarters added to or opened positions in Utah Medical Products, and 44 cut or closed them. Together they added a net 53K shares, +2.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 5,243 shares (+0.6%); index fund managers were net buyers of 4,454 shares (+0.8%). 7 opened a new position and 10 sold out entirely.

Bought, Q2 2026 55 institutions, 7 of them new holders Sold, Q2 2026 44 institutions, 10 of them sold out
Net change, all compared +53K shares (+2.3%)
Net change, active managers +5,243 shares (+0.6%), 8 bought, 8 sold

Buyers versus sellers

institutions compared, 124
Active managers and hedge funds 8 bought · 8 sold · +5,243
Index fund managers 5 bought · 4 sold · +4,454
Other institutions 42 bought · 32 sold · +43K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Brandes Investment Partners, LP Active manager +26K +5.8% 475K $32.8M
Morgan Stanley +21K +42.8% 70K $4.8M
Blackrock, Inc. Index funds +16K +8.5% 204K $14.1M
Quantinno Capital Management LP +13K +44.3% 43K $3M
AQR Capital Management LLC Hedge fund +4,722 +46.0% 15K $1M
Sanctuary Advisors, LLC +4,258 +117.4% 7,886 $543,976
Exchange Traded Concepts, LLC +4,094 New position 4,094 $282,404
Guggenheim Capital LLC +3,951 New position 3,951 $272,540
Price T Rowe Associates Inc Active manager +3,638 +19.9% 22K $1.5M
Rice Hall James & Associates, LLC +3,481 +5.1% 71K $4.9M
LPL Financial LLC +3,047 +26.5% 15K $1M
Vident Advisory, LLC +3,038 New position 3,038 $209,561
Vanguard Portfolio Management LLC Index funds +2,839 +16.3% 20K $1.4M
Bank Of New York Mellon Corp +2,181 +6.8% 34K $2.4M
Atria Investments, Inc +2,122 +43.0% 7,054 $486,587
Deutsche Bank Ag\ +2,000 +156.5% 3,278 $226,117
State Of Wyoming +2,000 +71.4% 4,803 $331,311
SG Americas Securities, LLC +1,633 New position 1,633 $113,000
Citigroup Inc +1,485 +212.1% 2,185 $150,722
Wells Fargo & Company +1,424 +124.5% 2,568 $177,141

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Geode Capital Management, LLC Index funds −12K −10.0% 108K $7.5M
Renaissance Technologies LLC Hedge fund −8,300 −4.5% 176K $12.1M
Huber Capital Management LLC −6,906 −19.2% 29K $2M
Millennium Management LLC Hedge fund −6,773 Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −5,871 Sold out 0 —
Focus Partners Wealth −4,898 Sold out 0 —
Sei Investments Co −4,097 Sold out 0 —
Vanguard Capital Management LLC Index funds −4,025 −2.9% 135K $9.3M
Hotchkis & Wiley Capital Management LLC Active manager −3,900 −4.4% 85K $5.9M
Goldman Sachs Group Inc −3,822 −30.7% 8,627 $595,090
Quadrature Capital Ltd Hedge fund −3,321 Sold out 0 —
UBS Group AG −2,547 −6.9% 34K $2.4M
LSV Asset Management Active manager −1,900 −9.6% 18K $1.2M
Advisory Services Network, LLC −1,864 Sold out 0 —
Ritholtz Wealth Management −1,683 −11.4% 13K $905,319
Everett Harris & Co −1,631 −6.4% 24K $1.7M
Osaic Holdings, Inc. −1,023 −11.4% 7,984 $550,833
Bank Of America Corp −675 −14.1% 4,098 $282,680
Bridge City Capital, LLC −637 −8.7% 6,654 $458,993
State Street Corp Index funds −465 −0.7% 64K $4.4M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Exchange Traded Concepts, LLC 4,094 $282,404
Guggenheim Capital LLC 3,951 $272,540
Vident Advisory, LLC 3,038 $209,561
SG Americas Securities, LLC 1,633 $113,000
Quarry LP 27 $1,862
Lanark Financial, Inc. 19 $1,310
Northwestern Mutual Wealth Management Co 2 $138

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Millennium Management LLCHedge fund 6,773 $419,858
Qube Research & Technologies LtdHedge fund 5,871 $363,943
Focus Partners Wealth 4,898 $303,628
Sei Investments Co 4,097 $253,980
Quadrature Capital LtdHedge fund 3,321 $205,869
Advisory Services Network, LLC 1,864 $115,549
Rockefeller Capital Management L.P. 273 $16,923
Brown Brothers Harriman & Co 13 $806
Mai Capital Management 2 $124
Root Financial Partners, LLC 1 $62

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
114
Ten largest holders
69.7%
of 13F-reported shares
Index fund managers
25.7%
of 13F-reported shares
Active managers and hedge funds
38.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 8 8 0 3 +5,243 +0.6%
Index fund managers 5 4 0 0 +4,454 +0.8%
Other institutions 42 32 7 7 +43K +5.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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