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UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $2.12B invested in UMB Financial in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
31
Increased
72
Reduced
88
Closed
18
Calls
$968K
Puts
$402K
Net Calls
+$566K
Net Calls Change
+$195K

Top Buyers

1
Invesco
Invesco
Georgia
+$27M
2
Citadel Advisors
Citadel Advisors
Florida
+$18.6M
3
Wells Fargo
Wells Fargo
California
+$18M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$12.3M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$6.66M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$66.4M
2
American Century Companies
American Century Companies
Missouri
-$64.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$17.1M
4
BlackRock
BlackRock
New York
-$9.97M
5
ProShare Advisors
ProShare Advisors
Maryland
-$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
26
Heartland Advisors
Wisconsin
$14.5M -$296K -5,737 -2%
Fisher Asset Management
27
Fisher Asset Management
Washington
$14.3M -$563K -10,925 -4%
DRZID
28
DePrince Race & Zollo Inc (DRZ)
Florida
$13.5M +$12.3M +239,443 +1,062%
EAM
29
Eagle Asset Management
Florida
$12.8M +$3.5M +69,649 +38%
Bank of America
30
Bank of America
North Carolina
$11.4M +$1.51M +29,241 +15%
CIP
31
Chartwell Investment Partners
Pennsylvania
$11.4M +$2.27M +43,940 +25%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$11.2M -$2.23M -43,313 -17%
HAM
33
Hillcrest Asset Management
Texas
$10.2M +$928K +18,010 +10%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$10.1M +$5.56M +108,021 +124%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$9.75M -$3.22M -62,559 -25%
Renaissance Technologies
36
Renaissance Technologies
New York
$9.56M -$2.32M -45,000 -20%
TCM
37
Tributary Capital Management
Nebraska
$9.36M +$678K +13,150 +8%
TAM
38
Third Avenue Management
New York
$8.95M +$1.41M +27,263 +19%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$8.32M +$196K +3,807 +2%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$8.1M +$106K +2,061 +1%
Principal Financial Group
41
Principal Financial Group
Iowa
$6.78M -$52.4K -1,016 -0.8%
MOACM
42
Mutual of America Capital Management
New York
$6.01M -$16.9K -327 -0.3%
Goldman Sachs
43
Goldman Sachs
New York
$5.98M -$1.18M -22,975 -17%
AllianceBernstein
44
AllianceBernstein
Tennessee
$5.86M -$117K -2,275 -2%
SAM
45
Skyline Asset Management
Illinois
$5.6M -$871K -16,900 -13%
AIG
46
American International Group
New York
$5.43M -$233K -4,511 -4%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$5.38M +$308K +5,973 +6%
Swiss National Bank
48
Swiss National Bank
Switzerland
$5.37M +$706K +13,700 +15%
First Trust Advisors
49
First Trust Advisors
Illinois
$5.17M +$2.98M +57,756 +136%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$5.03M -$174K -3,374 -3%
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