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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
176
$234K
177
$232K
178
$232K
179
$230K
180
$230K
181
$229K
182
$229K
183
$224K
184
$222K
185
$220K
186
$217K
187
$215K
188
$211K
189
$210K
190
$200K
191
$199K
192
$179K
193
$169K
194
$158K
195
$154K
196
$143K
197
$143K
198
$135K
199
$119K
200
$80K