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 %
Bank of Nova Scotia
151
Bank of Nova Scotia
Ontario, Canada
$429K -$53.9K -869 -11%
WG
152
Winton Group
United Kingdom
$414K -$95.7K -1,543 -19%
ACM
153
Aquatic Capital Management
Illinois
$410K +$162K +2,600 +65%
FAG
154
Fortitude Advisory Group
Washington
$406K +$141K +2,276 +53%
X
155
Xponance
Pennsylvania
$392K -$6.52K -105 -2%
NYLIM
156
New York Life Investment Management
New York
$382K -$60.9K -981 -14%
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$374K -$62.1K -1,000 -14%
Capstone Investment Advisors
158
Capstone Investment Advisors
New York
$368K +$368K +5,934 New
CCB
159
Country Club Bank
Missouri
$360K – – –
OQS
160
Occudo Quantitative Strategies
Florida
$353K +$353K +5,689 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$328K +$19.7K +318 +6%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$324K +$14.2K +221 +5%
SOADOR
163
State of Alaska Department of Revenue
Alaska
$321K -$13.9K -225 -4%
PFO
164
Pathstone Family Office
New Jersey
$320K +$2K +32 +0.6%
II
165
Inspire Investing
Idaho
$306K -$15K -242 -5%
Pictet Asset Management
166
Pictet Asset Management
Switzerland
$299K +$299K +4,819 New
BCM
167
Bayesian Capital Management
New York
$296K +$296K +4,778 New
LRPA
168
L. Roy Papp & Associates
Arizona
$278K – – –
HighTower Advisors
169
HighTower Advisors
Illinois
$272K -$35.2K -576 -11%
SO
170
STRS Ohio
Ohio
$266K – – –
NSEDCP
171
NJ State Employees Deferred Compensation Plan
New Jersey
$248K – – –
FRM
172
Fox Run Management
Connecticut
$242K +$242K +3,900 New
GAM
173
Gotham Asset Management
New York
$239K -$11.7K -189 -5%
Tudor Investment Corp
174
Tudor Investment Corp
Connecticut
$235K +$235K +3,787 New
AP
175
Atwood & Palmer
Missouri
$234K +$931 +15 +0.4%
5 6
7
8 9