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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 %
DCM
76
Dean Capital Management
Kansas
$2.28M +$2.28M +37,360 New
CB
77
Commerce Bank
Missouri
$2.2M -$187K -3,060 -8%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$2.19M +$774K +12,700 +55%
FNBOO
79
First National Bank of Omaha
Nebraska
$2.1M -$419K -6,873 -17%
Rafferty Asset Management
80
Rafferty Asset Management
New York
$2.02M +$2.02M +33,142 New
Comerica Bank
81
Comerica Bank
Texas
$2M +$32.7K +479 +2%
ASRS
82
Arizona State Retirement System
Arizona
$1.96M +$12.4K +204 +0.6%
UBS AM
83
UBS AM
Illinois
$1.96M +$1.71K +28 +0.1%
MPM
84
Meritage Portfolio Management
Kansas
$1.91M +$12.2K +200 +0.6%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$1.82M +$1.82M +29,914 New
Prudential Financial
86
Prudential Financial
New Jersey
$1.8M -$1.24M -20,388 -41%
TPSF
87
Texas Permanent School Fund
Texas
$1.79M +$61.3K +1,005 +4%
UBS Group
88
UBS Group
Switzerland
$1.76M +$170K +2,788 +11%
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$1.61M +$13K +214 +0.8%
AG
90
Aperio Group
California
$1.51M -$296K -4,864 -16%
Canada Life
91
Canada Life
Manitoba, Canada
$1.51M +$87.3K +1,543 +6%
LRPA
92
L. Roy Papp & Associates
Arizona
$1.47M -$172K -2,814 -10%
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$1.47M – – –
MSA
94
Mason Street Advisors
Wisconsin
$1.43M +$21.7K +356 +2%
KeyBank National Association
95
KeyBank National Association
Ohio
$1.43M -$22.7K -373 -2%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.39M +$1.39M +22,734 New
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$1.31M -$143K -2,342 -10%
DRZID
98
DePrince Race & Zollo Inc (DRZ)
Florida
$1.3M – – –
PCMK
99
Paragon Capital Management (Kansas)
Kansas
$1.18M – – –
KL
100
KWMG LLC
Kansas
$1.18M +$207K +3,388 +21%
2 3
4
5 6