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UMB Financial
UMBF

Overview Fund Activity

224 hedge funds and large institutions have $2.38B invested in UMB Financial in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
72
Reduced
76
Closed
23
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
-$60K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$37.4M
2
BlackRock
BlackRock
New York
+$10M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$7.49M
4
Renaissance Technologies
Renaissance Technologies
New York
+$6.77M
5
Victory Capital Management
Victory Capital Management
Texas
+$6.31M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.4M
2
State Street
State Street
Massachusetts
-$17.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$9.39M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$7.66M
5
NI
Nuance Investments
Missouri
-$7.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$327M +$10M +164,038 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$280M +$7.49M +122,865 +3%
American Century Companies
3
American Century Companies
Missouri
$195M +$37.4M +612,931 +24%
State Street
4
State Street
Massachusetts
$128M -$17.6M -287,454 -12%
CIP
5
Champlain Investment Partners
Vermont
$86.3M +$6.29M +103,195 +8%
Victory Capital Management
6
Victory Capital Management
Texas
$84.6M +$6.31M +103,455 +8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$78M -$39.4M -646,438 -34%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$76.6M +$2.94M +48,221 +4%
Wells Fargo
9
Wells Fargo
California
$75.6M +$1.97M +32,350 +3%
Northern Trust
10
Northern Trust
Illinois
$74.3M -$5.49K -90 -0%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$57.5M -$1.37M -22,454 -2%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$55.6M -$721K -11,827 -1%
EAM
13
Eagle Asset Management
Florida
$48.6M -$4.6M -75,408 -9%
NI
14
Nuance Investments
Missouri
$41.3M -$7.21M -118,259 -15%
Ameriprise
15
Ameriprise
Minnesota
$41.2M -$228K -3,746 -0.6%
CTA
16
Carillon Tower Advisers
Florida
$36M -$4.78M -78,477 -12%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$33.6M +$2.11M +34,682 +7%
Norges Bank
18
Norges Bank
Norway
$29.9M – – –
Invesco
19
Invesco
Georgia
$29.3M +$4.69M +76,995 +19%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$28.2M +$5.01M +82,152 +22%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$26.5M -$5.38M -88,241 -17%
GACM
22
Global Alpha Capital Management
Quebec, Canada
$26.3M +$4.36M +71,500 +20%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$24.7M +$1.65M +27,054 +7%
Fisher Asset Management
24
Fisher Asset Management
Washington
$22.9M -$9.39M -154,056 -29%
BTW
25
Boston Trust Walden
Massachusetts
$22.8M -$445K -7,304 -2%
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