UMBF icon

UMB Financial
UMBF

Overview Fund Activity

260 hedge funds and large institutions have $3.7B invested in UMB Financial in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 91 reducing their positions, and 22 closing their positions.

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
90
Reduced
91
Closed
22
Calls
$413K
Puts
$112K
Net Calls
+$301K
Net Calls Change
-$156K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$145M
2
Goldman Sachs
2
Goldman Sachs
New York
$39.8M
3
BlackRock
3
BlackRock
New York
$461M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$9.96M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$30.2M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$1.86M
2
Man Group
2
Man Group
United Kingdom
$13.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$360M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$501M 5,813,535 -7,134 -0.1%
BlackRock
2
BlackRock
New York
$461M 5,349,993 +185,756 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$360M 4,182,064 -129,173 -3%
State Street
4
State Street
Massachusetts
$320M 3,697,413 -10,732 -0.3%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$145M 1,685,019 +1,043 +0.1%
American Century Companies
6
American Century Companies
Missouri
$145M 1,679,002 +378,781 +29%
Victory Capital Management
7
Victory Capital Management
Texas
$131M 1,522,544 +31,443 +2%
CIP
8
Champlain Investment Partners
Vermont
$111M 1,288,035 -47,510 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$92.5M 1,074,006 +11,687 +1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$75.1M 872,574 -37,614 -4%
BTW
11
Boston Trust Walden
Massachusetts
$71.9M 835,500 +12,904 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$69.2M 803,189 -2,293 -0.3%
Northern Trust
13
Northern Trust
Illinois
$66.8M 775,996 -31,133 -4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$63.6M 738,234 -40,959 -5%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$61.3M 711,645 -32,447 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$59M 684,966 -89,283 -12%
Ameriprise
17
Ameriprise
Minnesota
$52.9M 614,768 -12,947 -2%
Brown Advisory
18
Brown Advisory
Maryland
$45.9M 533,622 -9,643 -2%
NI
19
Nuance Investments
Missouri
$41.8M 485,197 +43,007 +10%
Goldman Sachs
20
Goldman Sachs
New York
$39.8M 462,357 +236,176 +104%
Charles Schwab
21
Charles Schwab
California
$37M 429,168 +3,242 +0.8%
GACM
22
Global Alpha Capital Management
Quebec, Canada
$36.9M 428,032 -42,100 -9%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$36.2M 420,688 +78,811 +23%
SSA
24
Schonfeld Strategic Advisors
New York
$33.6M 389,702 +11,417 +3%
Norges Bank
25
Norges Bank
Norway
$31.9M 370,361 -31,327 -8%
1
2 3 4 5