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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 %
Rafferty Asset Management
126
Rafferty Asset Management
New York
$561K +$14.2K +289 +3%
LCM
127
Laurion Capital Management
New York
$561K +$561K +11,447 New
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$532K – – –
LSERS
129
Louisiana State Employees Retirement System
Louisiana
$529K +$9.8K +200 +2%
D.E. Shaw & Co
130
D.E. Shaw & Co
New York
$499K +$304K +6,208 +156%
Pacer Advisors
131
Pacer Advisors
Pennsylvania
$499K +$499K +10,184 New
Bank of Nova Scotia
132
Bank of Nova Scotia
Ontario, Canada
$498K +$36.5K +744 +8%
KBC Group
133
KBC Group
Belgium
$496K – – –
KCM
134
Kennedy Capital Management
Missouri
$495K +$102K +2,086 +26%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$494K -$1.62K -33 -0.3%
Squarepoint
136
Squarepoint
New York
$482K -$229K -4,679 -32%
B
137
Bailard
California
$470K +$470K +9,600 New
Prudential Financial
138
Prudential Financial
New Jersey
$455K +$4.7K +96 +1%
Handelsbanken Fonder
139
Handelsbanken Fonder
Sweden
$452K +$113K +2,300 +33%
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$440K +$85.4K +1,742 +24%
NMERB
141
New Mexico Educational Retirement Board
New Mexico
$426K -$78.3K -1,600 -16%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$397K +$397K +8,110 New
DT
143
Diversified Trust
Tennessee
$391K -$33.1K -675 -8%
AWM
144
AE Wealth Management
Kansas
$383K +$94.8K +1,932 +33%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$379K -$412K -8,404 -52%
SS
146
Simplicity Solutions
Minnesota
$375K +$96.2K +1,964 +34%
Citigroup
147
Citigroup
New York
$372K -$669K -13,660 -64%
VRS
148
Virginia Retirement Systems
Virginia
$372K +$372K +7,600 New
ACM
149
AlphaCrest Capital Management
New York
$371K +$115K +2,336 +45%
TIA
150
Tandem Investment Advisors
South Carolina
$366K -$294 -6 -0.1%
4 5
6
7 8