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UMB Financial

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

5% less call options, than puts

Call options by funds: $422K | Put options by funds: $446K

3.77% less ownership

Funds ownership: 92.79%89.01% (-3.8%)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$422K
Puts
$446K
Net Calls
Net Calls Change

Top Buyers

1 +$68M
2 +$19.5M
3 +$15.7M
4
HF
HRT Financial
New York
+$11.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.34M

Top Sellers

1 -$133M
2 -$104M
3 -$23M
4
UB
UMB Bank
Missouri
-$8.24M
5
Man Group
Man Group
United Kingdom
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$2.95M
77
$2.93M
78
$2.84M
79
$2.74M
80
$2.44M
81
$2.42M
82
$2.35M
83
$2.3M
84
$2.29M
85
$2.13M
86
$2.12M
87
$2.12M
88
$2.07M
89
$2.02M
90
$1.9M
91
$1.8M
92
$1.68M
93
$1.64M
94
$1.64M
95
$1.64M
96
$1.61M
97
$1.58M
98
$1.57M
99
$1.5M
100
$1.45M