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UMB Financial
UMBF

Overview Fund Activity

242 hedge funds and large institutions have $2.69B invested in UMB Financial in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+17
Holders Change %
+7.56%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
79
Reduced
89
Closed
20
Calls
$422K
Puts
$446K
Net Calls
-$24K
Net Calls Change
+$7K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$161M
2
Millennium Management
2
Millennium Management
New York
$19.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$36.8M
4
HF
4
HRT Financial
New York
$11.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$85.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.8M
2
State Street
2
State Street
Massachusetts
$187M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$7.05M
4
UB
4
UMB Bank
Missouri
$344M
5
Man Group
5
Man Group
United Kingdom
$6.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$14.5M -$200K -3,218 -1%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$13.4M -$94.1K -1,516 -0.7%
SEI Investments
28
SEI Investments
Pennsylvania
$12M +$1.07M +17,164 +10%
HF
29
HRT Financial
New York
$11.5M +$11.5M +184,730 New
AQR Capital Management
30
AQR Capital Management
Connecticut
$10.8M +$8.78M +141,535 +439%
TCM
31
Tributary Capital Management
Nebraska
$10.5M +$1.97M +31,768 +23%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$10.2M +$68.8K +1,109 +0.7%
Principal Financial Group
33
Principal Financial Group
Iowa
$10.2M -$74.2K -1,196 -0.7%
First Trust Advisors
34
First Trust Advisors
Illinois
$9.38M -$3.88M -62,541 -29%
TAM
35
Third Avenue Management
New York
$9.19M – – –
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$8.53M -$1.39M -22,455 -14%
Renaissance Technologies
37
Renaissance Technologies
New York
$8.01M +$1.48M +23,900 +23%
RIP
38
Rhino Investment Partners
Pennsylvania
$7.94M +$3.69M +59,539 +87%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$7.34M -$78.6K -1,266 -1%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$7.29M +$7.29M +117,542 New
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$7.05M -$23M -371,453 -77%
Man Group
42
Man Group
United Kingdom
$6.83M -$6.73M -110,477 Closed
CAM
43
Congress Asset Management
Massachusetts
$6.78M +$9.25K +149 +0.1%
Barclays
44
Barclays
United Kingdom
$6.69M +$138K +2,222 +2%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$6.67M -$484K -7,808 -7%
Legal & General Group
46
Legal & General Group
United Kingdom
$6.57M +$130K +2,089 +2%
MOACM
47
Mutual of America Capital Management
New York
$6.33M -$100K -1,611 -2%
AllianceBernstein
48
AllianceBernstein
Tennessee
$6.29M -$146K -2,347 -2%
Swiss National Bank
49
Swiss National Bank
Switzerland
$6.29M +$62.1K +1,000 +1%
GCM
50
Gator Capital Management
Florida
$6.25M +$1.52M +24,562 +32%
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