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UMB Financial
UMBF

Overview Fund Activity

232 hedge funds and large institutions have $3.78B invested in UMB Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 99 reducing their positions, and 27 closing their positions.

Holders
232
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
72
Reduced
99
Closed
27
Calls
$305K
Puts
–
Net Calls
+$305K
Net Calls Change
+$450K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$82.5M
2
American Century Companies
2
American Century Companies
Missouri
$128M
3
BlackRock
3
BlackRock
New York
$490M
4
State Street
4
State Street
Massachusetts
$176M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$412M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$82.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.14M
3
HA
3
Heartland Advisors
Wisconsin
$2.31M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$79.1M
5
Wells Fargo
5
Wells Fargo
California
$181M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$3.15M 34,147 -9,803 -22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
77
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.13M 33,881 +19,856 +142%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$3.04M 32,926 -1,860 -5%
TPSF
79
Texas Permanent School Fund
Texas
$2.99M 32,396 -2,314 -7%
GIA
80
GHP Investment Advisors
Colorado
$2.97M 32,115 +1,548 +5%
DCM
81
Dean Capital Management
Kansas
$2.79M 30,211 -18,422 -38%
CB
82
Commerce Bank
Missouri
$2.76M 29,862 – –
Grantham, Mayo, Van Otterloo & Co (GMO)
83
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.66M 28,765 +25,700 +838%
MAM
84
Martingale Asset Management
Massachusetts
$2.65M 28,641 +6,022 +27%
Morgan Stanley
85
Morgan Stanley
New York
$2.56M 27,667 -48,084 -63%
HA
86
HYA Advisors
Missouri
$2.42M 26,215 -200 -0.8%
KTA
87
Keeley-Teton Advisors
Illinois
$2.34M 25,317 +25,317 New
HA
88
Heartland Advisors
Wisconsin
$2.31M 25,000 -181,376 -88%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$2.31M 24,991 +13,371 +115%
Comerica Bank
90
Comerica Bank
Texas
$2.31M 24,364 -12,085 -33%
Citigroup
91
Citigroup
New York
$2.29M 24,823 +10,920 +79%
Jennison Associates
92
Jennison Associates
New York
$2.27M 24,534 +4,954 +25%
Rafferty Asset Management
93
Rafferty Asset Management
New York
$2.22M 24,032 +16,845 +234%
MSL
94
Mackay Shields LLC
New York
$2.14M 23,200 -11,500 -33%
MPM
95
Meritage Portfolio Management
Kansas
$2.08M 22,511 – –
ZCM
96
Ziegler Capital Management
Illinois
$2.07M 22,408 +2,668 +14%
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$1.98M 21,451 +1,987 +10%
JG
98
Jefferies Group
New York
$1.93M 20,922 +20,922 New
KBC Group
99
KBC Group
Belgium
$1.85M 20,058 +9,924 +98%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$1.85M 20,000 +20,000 New
2 3
4
5 6