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UMB Financial
UMBF

Overview Fund Activity

242 hedge funds and large institutions have $2.69B invested in UMB Financial in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 20 closing their positions.

Holders
242
Holders Change
+17
Holders Change %
+7.56%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
79
Reduced
89
Closed
20
Calls
$422K
Puts
$446K
Net Calls
-$24K
Net Calls Change
+$7K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$161M
2
Millennium Management
2
Millennium Management
New York
$19.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$36.8M
4
HF
4
HRT Financial
New York
$11.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$85.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.8M
2
State Street
2
State Street
Massachusetts
$187M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$7.05M
4
UB
4
UMB Bank
Missouri
$344M
5
Man Group
5
Man Group
United Kingdom
$6.83M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$354M 5,712,004 -69,267 -1%
UB
2
UMB Bank
Missouri
$344M 5,549,542 -132,763 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$265M 4,266,657 -14,960 -0.3%
State Street
4
State Street
Massachusetts
$187M 2,992,973 -1,666,574 -36%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$161M 2,586,701 +1,095,630 +73%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$113M 1,818,361 +4,617 +0.3%
American Century Companies
7
American Century Companies
Missouri
$113M 1,817,350 +75,140 +4%
Victory Capital Management
8
Victory Capital Management
Texas
$107M 1,731,904 +131,926 +8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$85.8M 1,382,450 +150,540 +12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$59.6M 960,089 +36,649 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$57.8M 931,648 +47,349 +5%
BTW
12
Boston Trust Walden
Massachusetts
$42.4M 684,010 -44,531 -6%
Northern Trust
13
Northern Trust
Illinois
$39.7M 640,608 -10,427 -2%
Ameriprise
14
Ameriprise
Minnesota
$38.7M 623,104 -12,393 -2%
Fisher Asset Management
15
Fisher Asset Management
Washington
$36.8M 593,768 +253,402 +74%
GACM
16
Global Alpha Capital Management
Quebec, Canada
$34.9M 561,769 +300 +0.1%
Charles Schwab
17
Charles Schwab
California
$31.7M 511,015 +8,315 +2%
ProShare Advisors
18
ProShare Advisors
Maryland
$31.5M 508,181 -53,142 -9%
Norges Bank
19
Norges Bank
Norway
$28.5M 459,229 +91,553 +25%
Goldman Sachs
20
Goldman Sachs
New York
$27.8M 448,537 -2,148,034 -83%
Brown Advisory
21
Brown Advisory
Maryland
$26.5M 426,465 -51,245 -11%
Morgan Stanley
22
Morgan Stanley
New York
$20.7M 333,855 +72,029 +28%
Millennium Management
23
Millennium Management
New York
$19.9M 321,104 +313,961 +4,395%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$19.1M 307,832 -3,107 -1%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$15.5M 250,025 -22,478 -8%
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