UMBF icon

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 %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$6.15M -$102K -1,638 -2%
Invesco
52
Invesco
Georgia
$5.82M +$31.9K +514 +0.6%
WIM
53
WealthPlan Investment Management
Nebraska
$5.42M +$2.64M +42,485 +95%
AIG
54
American International Group
New York
$5.17M -$218K -3,519 -4%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$4.83M -$3.23M -52,107 -40%
WP
56
WealthPLAN Partners
Nebraska
$4.83M +$2.51M +40,406 +108%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$4.66M – – –
GC
58
Guggenheim Capital
Illinois
$4.6M -$111K -1,792 -2%
Deutsche Bank
59
Deutsche Bank
Germany
$4.41M +$164K +2,643 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
60
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.41M -$4.34M -70,000 -50%
NIG
61
NFJ Investment Group
Texas
$4.12M – – –
Jacobs Levy Equity Management
62
Jacobs Levy Equity Management
New Jersey
$4.05M -$31.6K -509 -0.8%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$3.94M +$649K +10,456 +20%
UBS Group
64
UBS Group
Switzerland
$3.78M +$2.51M +40,479 +198%
CS
65
Credit Suisse
Switzerland
$3.74M -$122K -1,963 -3%
Citadel Advisors
66
Citadel Advisors
Florida
$3.71M +$2.8M +45,136 +307%
AG
67
Algert Global
California
$3.69M -$524K -8,451 -12%
Rafferty Asset Management
68
Rafferty Asset Management
New York
$3.57M -$883K -14,225 -20%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$3.38M -$108K -1,737 -3%
UBS AM
70
UBS AM
Illinois
$3.28M +$41.7K +672 +1%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.24M +$222K +3,579 +7%
MYAM
72
Meiji Yasuda Asset Management
Japan
$3.24M -$322K -5,183 -9%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$3.14M +$1.52M +24,503 +94%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$3.14M -$215K -3,460 -6%
AM
75
AGF Management
Ontario, Canada
$2.96M -$642K -10,343 -18%
1 2
3
4 5