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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 %
SSA
26
Schonfeld Strategic Advisors
New York
$37.8M -$7.39M -69,634 -16%
EVM
27
Eaton Vance Management
Massachusetts
$32.4M +$994K +9,370 +3%
AQR Capital Management
28
AQR Capital Management
Connecticut
$27.7M -$484K -4,557 -2%
Fisher Asset Management
29
Fisher Asset Management
Washington
$24.3M -$314K -2,958 -1%
ProShare Advisors
30
ProShare Advisors
Maryland
$23.2M -$1.76M -16,576 -7%
Principal Financial Group
31
Principal Financial Group
Iowa
$22.6M +$1.17M +11,008 +5%
Invesco
32
Invesco
Georgia
$21.1M +$2.92M +27,521 +16%
CIP
33
Chartwell Investment Partners
Pennsylvania
$19.7M -$394K -3,712 -2%
UBS Group
34
UBS Group
Switzerland
$19.1M +$15.5M +146,244 +429%
GC
35
Gillson Capital
Illinois
$18.4M +$934K +8,802 +5%
Goldman Sachs
36
Goldman Sachs
New York
$18.2M +$288K +2,710 +2%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$17.8M -$1.22M -11,703 -6%
Man Group
38
Man Group
United Kingdom
$15.9M +$489K +4,609 +3%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$15M -$344K -3,242 -2%
HAM
40
Hillcrest Asset Management
Texas
$14.4M -$2.09M -19,730 -13%
RA
41
Royce & Associates
New York
$14.3M -$1.2M -11,276 -8%
E
42
Ergoteles
New York
$14.3M +$11.2M +105,419 +361%
TAM
43
Third Avenue Management
New York
$13.7M -$1.77M -16,667 -11%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$13.3M – – –
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$12.6M +$12M +113,113 +2,058%
MOACM
46
Mutual of America Capital Management
New York
$12.5M -$4.25K -40 -0%
Barclays
47
Barclays
United Kingdom
$12.1M +$4.06M +38,237 +50%
First Trust Advisors
48
First Trust Advisors
Illinois
$11.9M +$5.24M +49,402 +79%
TCM
49
Tributary Capital Management
Nebraska
$11.4M -$666K -6,280 -6%
Legal & General Group
50
Legal & General Group
United Kingdom
$11.2M +$382K +3,596 +4%
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