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 %
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4M – – –
MPM
102
Meritage Portfolio Management
Kansas
$1.35M – – –
FNBOO
103
First National Bank of Omaha
Nebraska
$1.33M -$2.17K -35 -0.2%
YCM
104
Yousif Capital Management
Michigan
$1.25M -$72.3K -1,165 -5%
Jane Street
105
Jane Street
New York
$1.24M +$1.24M +19,987 New
AIP
106
Ameritas Investment Partners
Nebraska
$1.22M -$400K -6,453 -25%
GCP
107
GSA Capital Partners
United Kingdom
$1.22M +$1.22M +19,625 New
Mirae Asset Global Investments
108
Mirae Asset Global Investments
South Korea
$1.21M – – –
Connor, Clark & Lunn Investment Management (CC&L)
109
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.21M +$1.21M +19,553 New
CCIA
110
Campbell & Co Investment Adviser
Maryland
$1.21M +$1.21M +19,543 New
Prudential Financial
111
Prudential Financial
New Jersey
$1.21M +$400K +6,450 +49%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$1.2M -$620K -9,995 -34%
Comerica Bank
113
Comerica Bank
Texas
$1.15M +$1.15M +18,592 New
HSBC Holdings
114
HSBC Holdings
United Kingdom
$1.14M +$843K +13,475 +280%
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$1.1M +$1.24K +20 +0.1%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$1.09M +$1.55K +25 +0.1%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$972K +$2.85K +46 +0.3%
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$930K – – –
Mariner
119
Mariner
Kansas
$923K -$125K -2,020 -12%
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$908K +$447K +7,214 +97%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$857K +$133K +2,145 +18%
PCMK
122
Paragon Capital Management (Kansas)
Kansas
$835K -$124K -2,000 -13%
ASRS
123
Arizona State Retirement System
Arizona
$814K +$11K +178 +1%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$785K +$4.34K +70 +0.6%
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$769K -$24.8K -400 -3%
3 4
5
6 7