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UMB Financial
UMBF

Overview Fund Activity

167 hedge funds and large institutions have $1.98B invested in UMB Financial in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 81 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
167
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
4.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
13
Increased
81
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UB
1
UMB Bank
Missouri
$329M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$14M
3
RIM
3
RS Investment Management
California
$46.6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$66.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$52.6M

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$26M
2
PIM
2
Perkins Investment Management
Illinois
$0
3
FHC
3
Forest Hill Capital
Arkansas
$12.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.9M
5
AP
5
AHL Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$329M 6,474,262 +1,211,369 +23%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$170M 3,346,379 +98,087 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$163M 3,216,163 +69,787 +2%
BFA
4
BlackRock Fund Advisors
California
$126M 2,482,092 +82,998 +3%
State Street
5
State Street
Massachusetts
$112M 2,207,528 +46,196 +2%
CIP
6
Champlain Investment Partners
Vermont
$94.9M 1,868,203 +19,043 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$66.1M 1,300,112 +163,532 +14%
WRF
8
Waddell & Reed Financial
Kansas
$55.4M 1,090,286 -8,110 -0.7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$52.6M 1,035,114 +148,853 +17%
Northern Trust
10
Northern Trust
Illinois
$52.1M 1,025,910 +25,807 +3%
KAM
11
Keeley Asset Management
Illinois
$50.5M 993,940 -63,625 -6%
BIT
12
BlackRock Institutional Trust
California
$49.8M 979,475 +61,448 +7%
Goldman Sachs
13
Goldman Sachs
New York
$46.9M 923,725 -134,156 -13%
RIM
14
RS Investment Management
California
$46.6M 916,872 +255,645 +39%
VFA
15
Virtus Fund Advisers
Connecticut
$43.5M 852,418 +3,200 +0.4%
Fisher Asset Management
16
Fisher Asset Management
Washington
$38M 747,847 -21,483 -3%
American Century Companies
17
American Century Companies
Missouri
$35.1M 690,269 +71,428 +12%
Wells Fargo
18
Wells Fargo
California
$31.2M 614,328 +29,922 +5%
BTW
19
Boston Trust Walden
Massachusetts
$27.9M 549,000 -19,407 -3%
EAM
20
Eagle Asset Management
Florida
$26M 511,832 -279,822 -35%
NRECA
21
National Rural Electric Cooperative Association
Virginia
$22M 432,680 – –
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$21.1M 414,659 +8,871 +2%
RHJA
23
Rice Hall James & Associates
California
$18M 353,404 +76 +0%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$14M 274,947 +274,947 New
CB
25
Commerce Bank
Missouri
$13.7M 270,612 -631 -0.2%
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