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UMB Financial

240 hedge funds and large institutions have $3.96B invested in UMB Financial in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 111 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
67
Reduced
111
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Macquarie Group
201
Macquarie Group
Australia
$152K
Osaic Holdings
202
Osaic Holdings
Arizona
$131K -$21.8K -225 -14%
UAML
203
US Asset Management LLC
Pennsylvania
$125K +$125K +1,289 New
MAM
204
Meeder Asset Management
Ohio
$79K +$1.45K +15 +2%
HWMA
205
Heritage Wealth Management (Arizona)
Arizona
$79K +$12.1K +125 +18%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$73K +$73K +755 New
MWC
207
MBM Wealth Consultants
Missouri
$59K
CI Investments Inc
208
CI Investments Inc
Ontario, Canada
$55K +$2.92K +30 +6%
PA
209
Parallel Advisors
California
$55K +$17.6K +184 +47%
Toronto Dominion Bank
210
Toronto Dominion Bank
Ontario, Canada
$52K -$16.1K -166 -24%
QT
211
Quantbot Technologies
New York
$50K +$50K +522 New
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$36K -$180K -1,829 -83%
S
213
SignatureFD
Georgia
$30K +$877 +9 +3%
FHA
214
First Horizon Advisors
Tennessee
$28K -$9.71K -103 -26%
Lazard Asset Management
215
Lazard Asset Management
New York
$26K -$2.7K -29 -9%
GWM
216
Geneos Wealth Management
Colorado
$24K
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$20K +$5.34K +55 +36%
FCA
218
FinTrust Capital Advisors
South Carolina
$18K
PCG
219
Private Capital Group
Connecticut
$18K
LWM
220
Liberty Wealth Management
California
$18K +$9.05K +90 +101%
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$16K +$9.89K +102 +162%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$12K -$3K -32 -20%
LC
223
Lindbrook Capital
California
$12K
QCG
224
Quadrant Capital Group
Ohio
$7K -$757 -8 -10%
Walleye Capital
225
Walleye Capital
New York
$4.06K +$3.29K +34,046 +428%