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UMB Financial
UMBF

Overview Fund Activity

216 hedge funds and large institutions have $2.01B invested in UMB Financial in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
80
Reduced
77
Closed
26
Calls
$19K
Puts
–
Net Calls
+$19K
Net Calls Change
-$547K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$11.4M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.23M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.07M
4
American Century Companies
American Century Companies
Missouri
+$7M
5
Man Group
Man Group
United Kingdom
+$5.52M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$11.4M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.75M
5
State Street
State Street
Massachusetts
-$7.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Congress Asset Management
Massachusetts
$2.23M -$1.11M -22,615 -33%
MIM
77
MetLife Investment Management
New Jersey
$2.15M -$20.1K -410 -0.9%
SEI Investments
78
SEI Investments
Pennsylvania
$2.06M +$286K +5,830 +16%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$2.03M – – –
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$2M -$657K -13,402 -25%
TPSF
81
Texas Permanent School Fund
Texas
$1.98M +$338K +6,902 +21%
Ensign Peak Advisors
82
Ensign Peak Advisors
Utah
$1.85M – – –
Federated Hermes
83
Federated Hermes
Pennsylvania
$1.84M -$316K -6,454 -15%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$1.7M +$143K +2,924 +9%
DCM
85
Dean Capital Management
Kansas
$1.66M +$205K +4,183 +14%
GC
86
Guggenheim Capital
Illinois
$1.45M +$366K +7,478 +34%
CB
87
Commerce Bank
Missouri
$1.44M -$4.36K -89 -0.3%
Two Sigma Advisers
88
Two Sigma Advisers
New York
$1.36M -$132K -2,700 -9%
GIA
89
GHP Investment Advisors
Colorado
$1.34M +$206K +4,205 +18%
MPM
90
Meritage Portfolio Management
Kansas
$1.3M – – –
HA
91
HYA Advisors
Missouri
$1.3M – – –
MAM
92
Martingale Asset Management
Massachusetts
$1.3M +$1.3M +26,418 New
AIL
93
AGF Investments LLC
Ontario, Canada
$1.24M +$80.6K +1,645 +7%
FNBOO
94
First National Bank of Omaha
Nebraska
$1.23M +$311K +6,333 +34%
US Bancorp
95
US Bancorp
Minnesota
$1.18M -$125K -2,550 -10%
MSA
96
Mason Street Advisors
Wisconsin
$1.13M -$3.97K -81 -0.3%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.1M +$1.37K +28 +0.1%
Morgan Stanley
98
Morgan Stanley
New York
$1.1M +$168K +3,441 +18%
CSS
99
Cubist Systematic Strategies
Connecticut
$1.09M +$299K +6,109 +38%
Canada Life
100
Canada Life
Manitoba, Canada
$1.01M -$54.4K -1,111 -5%
2 3
4
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