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UMB Financial
UMBF

Overview Fund Activity

211 hedge funds and large institutions have $1.98B invested in UMB Financial in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 75 reducing their positions, and 36 closing their positions.

Holders
211
Holders Change
-24
Holders Change %
-10.21%
% of All Funds
4.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
14
Increased
87
Reduced
75
Closed
36
Calls
$525K
Puts
$154K
Net Calls
+$371K
Net Calls Change
-$3.49M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$125M
2
Brown Advisory
2
Brown Advisory
Maryland
$32M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$226M
4
Wells Fargo
4
Wells Fargo
California
$76.6M
5
MI
5
M3F Inc
Utah
$3.7M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$11.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$38.6M
3
HF
3
HRT Financial
New York
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$11.7M
5
Millennium Management
5
Millennium Management
New York
$567K
Name Market Value Shares Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$242M 5,210,460 -73,717 -1%
BlackRock
2
BlackRock
New York
$239M 5,163,687 -94,082 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$226M 4,873,132 +163,904 +3%
Victory Capital Management
4
Victory Capital Management
Texas
$125M 2,693,424 +1,334,273 +98%
American Century Companies
5
American Century Companies
Missouri
$101M 2,177,596 -64,429 -3%
CIP
6
Champlain Investment Partners
Vermont
$83.5M 1,800,055 +37,275 +2%
State Street
7
State Street
Massachusetts
$78.5M 1,682,169 +25,271 +2%
Wells Fargo
8
Wells Fargo
California
$76.6M 1,650,724 +125,547 +8%
Northern Trust
9
Northern Trust
Illinois
$57.3M 1,235,348 +3,220 +0.3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$56.9M 1,225,928 +971 +0.1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$47.7M 1,028,357 -23,418 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$38.6M 832,340 -173,549 -17%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$37.6M 809,744 +13,408 +2%
Ameriprise
14
Ameriprise
Minnesota
$36.8M 793,639 +65,505 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$32.2M 694,352 +45,128 +7%
Brown Advisory
16
Brown Advisory
Maryland
$32M 690,804 +194,447 +39%
Norges Bank
17
Norges Bank
Norway
$21.9M 472,318 -10,124 -2%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$21.8M 471,013 +2,442 +0.5%
GACM
19
Global Alpha Capital Management
Quebec, Canada
$20.4M 439,445 +19,650 +5%
ProShare Advisors
20
ProShare Advisors
Maryland
$19.1M 410,878 -23,914 -6%
Charles Schwab
21
Charles Schwab
California
$18.9M 406,482 +50,431 +14%
BTW
22
Boston Trust Walden
Massachusetts
$18.8M 406,164 +9,944 +3%
Fisher Asset Management
23
Fisher Asset Management
Washington
$13.4M 288,451 +285 +0.1%
HA
24
Heartland Advisors
Wisconsin
$13.3M 287,793 +27,216 +10%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$12.1M 260,736 +19,275 +8%
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