UMH

UMH Properties
UMH

Overview Fund Activity

127 hedge funds and large institutions have $352M invested in UMH Properties in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+4
Holders Change %
+3.25%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
45
Reduced
38
Closed
11
Calls
$316K
Puts
$126K
Net Calls
+$190K
Net Calls Change
+$7K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.94M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.88M
3
ICOM
Investment Counselors of Maryland
Maryland
+$2.77M
4
Axa
Axa
France
+$2.46M
5
First Trust Advisors
First Trust Advisors
Illinois
+$1.37M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$11.2M
2
PCM
Penn Capital Management
Pennsylvania
-$4.23M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$2.78M
4
KCM
Kennedy Capital Management
Missouri
-$1.28M
5
WC
Walthausen & Co
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
26
RMR Advisors
Massachusetts
$2.65M – – –
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$2.57M -$166K -10,748 -6%
Axa
28
Axa
France
$2.46M +$2.46M +181,711 New
Victory Capital Management
29
Victory Capital Management
Texas
$2.27M -$671K -49,551 -23%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$2.09M – – –
Goldman Sachs
31
Goldman Sachs
New York
$1.86M +$1.3M +95,784 +229%
PPA
32
Parametric Portfolio Associates
Washington
$1.7M +$55.7K +4,117 +3%
WA
33
WealthTrust Axiom
Pennsylvania
$1.56M -$55.1K -4,067 -3%
SLA
34
Silver Lake Advisory
Utah
$1.47M +$29K +2,140 +2%
WS
35
Wedbush Securities
California
$1.43M +$157K +11,607 +12%
SRC
36
Shufro Rose & Co
New York
$1.42M +$79.9K +5,900 +6%
First Trust Advisors
37
First Trust Advisors
Illinois
$1.37M +$1.37M +100,789 New
KOCAA
38
Knights of Columbus Asset Advisors
Connecticut
$1.35M +$1.35M +99,516 New
GHA
39
GW Henssler & Associates
Georgia
$1.31M – – –
MAM
40
Martingale Asset Management
Massachusetts
$1.29M +$733K +54,100 +132%
PDN
41
Pensionfund DSM Netherlands
Netherlands
$1.29M +$149K +11,000 +13%
Morgan Stanley
42
Morgan Stanley
New York
$1.26M -$197K -14,516 -13%
ZCM
43
Ziegler Capital Management
Illinois
$1.2M +$194K +14,348 +19%
GI
44
GAMCO Investors
Connecticut
$1.14M -$27.1K -2,000 -2%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.14M +$25.7K +1,900 +2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.13M +$25.7K +1,900 +2%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$1.09M +$33.4K +2,469 +3%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$988K – – –
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$911K +$600K +44,308 +193%
Asset Management One
50
Asset Management One
Japan
$885K +$55.1K +4,065 +7%
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