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UMB Financial
UMBF

Overview Fund Activity

256 hedge funds and large institutions have $4.48B invested in UMB Financial in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+16
Holders Change %
+6.67%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
33
Increased
92
Reduced
87
Closed
15
Calls
$318K
Puts
$1.04M
Net Calls
-$722K
Net Calls Change
-$722K

Top Buyers

1
UB
UMB Bank
Missouri
$632M
2
Millennium Management
Millennium Management
New York
$41.6M
3
State Street
State Street
Massachusetts
$218M
4
UBS Group
UBS Group
Switzerland
$19.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$8.52M
2
Brown Advisory
Brown Advisory
Maryland
$49.8M
3
American Century Companies
American Century Companies
Missouri
$137M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
251
Delta Asset Management
Tennessee
$1K -$2K -20 -67%
FMP
252
Financial Management Professionals
Texas
$1K – – –
SC
253
Schubert & Co
Texas
$1K +$1K +8 New
SWA
254
Sutton Wealth Advisors
Florida
$531 +$531 +5 New
DRZID
255
DePrince Race & Zollo Inc (DRZ)
Florida
– -$15.5M -160,646 Closed
Renaissance Technologies
256
Renaissance Technologies
New York
– -$2.69M -27,800 Closed
JCIA
257
Jackson Creek Investment Advisors
Colorado
– -$1.27M -13,118 Closed
Verition Fund Management
258
Verition Fund Management
Connecticut
– -$484K -5,001 Closed
DCM
259
Dean Capital Management
Kansas
– -$481K -4,974 Closed
B
260
Bailard
California
– -$306K -3,165 Closed
PAM
261
Premier Asset Management
Illinois
– -$237K -2,449 Closed
CC
262
Chicago Capital
Illinois
– -$228K -2,353 Closed
QC
263
Quadrature Capital
United Kingdom
– -$205K -2,119 Closed
UAML
264
US Asset Management LLC
Pennsylvania
– -$125K -1,289 Closed
MAM
265
Meeder Asset Management
Ohio
– -$79K -817 Closed
QT
266
Quantbot Technologies
New York
– -$50K -522 Closed
LWM
267
Liberty Wealth Management
California
– -$18K -179 Closed
OSAM
268
O'Shaughnessy Asset Management
Connecticut
– -$16K -165 Closed
DA
269
Denali Advisors
California
– -$2K -23 Closed
7 8 9 10
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