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UMB Financial

259 hedge funds and large institutions have $3.61B invested in UMB Financial in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
94
Reduced
84
Closed
25
Calls
$1.05M
Puts
$209K
Net Calls
+$843K
Net Calls Change
+$867K
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
201
Quadrant Capital Group
Ohio
$229K +$68.4K +819 +43%
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$228K +$228K +2,729 New
Two Sigma Investments
203
Two Sigma Investments
New York
$226K -$454K -5,429 -67%
CGH
204
Crossmark Global Holdings
Texas
$221K +$221K +2,646 New
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$221K +$221K +2,642 New
MLICM
206
Metropolitan Life Insurance Company (MetLife)
New York
$213K
CTC
207
Central Trust Company
Missouri
$176K -$16.8K -201 -9%
Osaic Holdings
208
Osaic Holdings
Arizona
$176K -$32.1K -384 -15%
Point72 Asset Management
209
Point72 Asset Management
Connecticut
$175K -$51.6K -618 -23%
Jones Financial Companies
210
Jones Financial Companies
Missouri
$173K -$94.4K -1,130 -35%
Lazard Asset Management
211
Lazard Asset Management
New York
$148K +$148K +1,783 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$134K -$58.7K -704 -30%
KBC Group
213
KBC Group
Belgium
$120K +$21.5K +257 +22%
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$112K -$2.02M -24,163 -95%
CSB
215
City State Bank
Iowa
$67K
PA
216
Parallel Advisors
California
$63.7K +$3.43K +41 +6%
C
217
Covestor
United Kingdom
$44K -$62.2K -751 -59%
PAS
218
Point72 Asia (Singapore)
Singapore
$43.9K +$43.9K +526 New
FHA
219
First Horizon Advisors
Tennessee
$41.9K +$8.44K +101 +25%
MTIC
220
Missouri Trust & Investment Company
Missouri
$41.8K
JWM
221
Janiczek Wealth Management
Colorado
$39K
HT
222
Headlands Technologies
Illinois
$36.5K -$63.7K -762 -64%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$29.2K -$418 -5 -1%
AssetMark Inc
224
AssetMark Inc
California
$27.6K +$27.6K +330 New
Nomura Asset Management
225
Nomura Asset Management
Japan
$25.1K