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UMB Financial

235 hedge funds and large institutions have $2.9B invested in UMB Financial in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
26
Increased
84
Reduced
77
Closed
18
Calls
$3.86M
Puts
Net Calls
+$3.86M
Net Calls Change
+$3.86M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
1
UMB Bank
Missouri
$363M -$6.49M -94,522 -2%
BlackRock
2
BlackRock
New York
$361M +$1.06M +15,479 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$323M -$4.95M -72,139 -2%
American Century Companies
4
American Century Companies
Missouri
$154M -$9.6M -139,875 -6%
CIP
5
Champlain Investment Partners
Vermont
$121M +$14.1M +205,895 +13%
State Street
6
State Street
Massachusetts
$114M -$1.93M -28,010 -2%
Wells Fargo
7
Wells Fargo
California
$105M +$4.46M +64,979 +4%
Victory Capital Management
8
Victory Capital Management
Texas
$93.3M -$580K -8,455 -0.6%
Northern Trust
9
Northern Trust
Illinois
$84.6M -$437K -6,365 -0.5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$84.1M -$1.9M -27,620 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$72.2M -$9.84M -143,382 -12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$69M +$1.39M +20,219 +2%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$54.7M -$3.64M -52,972 -6%
NI
14
Nuance Investments
Missouri
$54.4M -$8.06M -117,294 -13%
Ameriprise
15
Ameriprise
Minnesota
$50M -$41.2K -600 -0.1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$44.6M +$1.42M +20,715 +3%
Brown Advisory
17
Brown Advisory
Maryland
$34.1M +$3.7M +53,902 +12%
Norges Bank
18
Norges Bank
Norway
$33.1M
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$32.2M +$921K +13,416 +3%
ProShare Advisors
20
ProShare Advisors
Maryland
$29.8M +$2.29M +33,387 +8%
GACM
21
Global Alpha Capital Management
Quebec, Canada
$28.8M +$3.57M +51,979 +14%
BTW
22
Boston Trust Walden
Massachusetts
$27.2M +$433K +6,308 +2%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$26.4M +$3.26M +47,496 +14%
Charles Schwab
24
Charles Schwab
California
$24.4M +$525K +7,646 +2%
Fisher Asset Management
25
Fisher Asset Management
Washington
$19.8M -$2.65M -38,630 -12%