UMBF icon

UMB Financial
UMBF

Overview Fund Activity

224 hedge funds and large institutions have $2.38B invested in UMB Financial in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
72
Reduced
76
Closed
23
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
-$60K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$37.4M
2
BlackRock
BlackRock
New York
+$10M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$7.49M
4
Renaissance Technologies
Renaissance Technologies
New York
+$6.77M
5
Victory Capital Management
Victory Capital Management
Texas
+$6.31M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.4M
2
State Street
State Street
Massachusetts
-$17.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$9.39M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$7.66M
5
NI
Nuance Investments
Missouri
-$7.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$6.05M -$73.4K -1,203 -1%
OC
52
Oppenheimer & Co
New York
$5.97M -$122K -2,000 -2%
MOACM
53
Mutual of America Capital Management
New York
$5.83M -$27.1K -444 -0.5%
USAA
54
United Services Automobile Association
Texas
$5.35M -$731K -11,984 -12%
Jacobs Levy Equity Management
55
Jacobs Levy Equity Management
New Jersey
$5.28M -$196K -3,210 -4%
Morgan Stanley
56
Morgan Stanley
New York
$4.97M -$2.38M -39,034 -32%
SEI Investments
57
SEI Investments
Pennsylvania
$4.9M – – –
Brown Advisory
58
Brown Advisory
Maryland
$4.88M -$19.9K -327 -0.4%
Swiss National Bank
59
Swiss National Bank
Switzerland
$4.86M +$73.2K +1,200 +2%
First Trust Advisors
60
First Trust Advisors
Illinois
$4.61M -$1.1M -18,013 -19%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$4.33M +$97.6K +1,601 +2%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$4.17M – – –
Mariner
63
Mariner
Kansas
$4.06M -$901K -14,773 -18%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$4.05M -$531K -8,702 -12%
PPA
65
Parametric Portfolio Associates
Washington
$3.87M +$200K +3,273 +5%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$3.55M -$3.9K -64 -0.1%
Legal & General Group
67
Legal & General Group
United Kingdom
$3.49M +$153K +2,513 +5%
FCI
68
Financial Counselors Inc
Kansas
$3.02M -$61.3K -1,006 -2%
Millennium Management
69
Millennium Management
New York
$3M +$1.56M +25,559 +108%
MIM
70
MetLife Investment Management
New Jersey
$2.84M -$99.7K -1,635 -3%
CS
71
Credit Suisse
Switzerland
$2.75M -$90.1K -1,478 -3%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$2.71M -$384K -6,300 -12%
RJA
73
Raymond James & Associates
Florida
$2.53M -$226K -3,701 -8%
PCM
74
Piermont Capital Management
Missouri
$2.49M -$15.9K -260 -0.6%
Man Group
75
Man Group
United Kingdom
$2.48M +$1.77M +28,994 +248%
1 2
3
4 5