UMH

UMH Properties
UMH

Overview Fund Activity

184 hedge funds and large institutions have $638M invested in UMH Properties in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+12
Holders Change %
+6.98%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
88
Reduced
39
Closed
14
Calls
$244K
Puts
$439K
Net Calls
-$195K
Net Calls Change
-$407K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$15.8M
2
CCM
Copeland Capital Management
Pennsylvania
+$10.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.48M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$4.3M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$3.95M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$25M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$19.9M
3
Jennison Associates
Jennison Associates
New York
-$11.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.59M
5
KOCAA
Knights of Columbus Asset Advisors
Connecticut
-$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$5.31M +$315K +21,311 +6%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$4.69M -$13.4K -903 -0.3%
Millennium Management
28
Millennium Management
New York
$4.67M +$2.95M +199,452 +172%
RR
29
Robotti Robert
$4.59M -$78K -5,275 -2%
Wells Fargo
30
Wells Fargo
California
$4.5M +$63.6K +4,301 +1%
SI
31
Scout Investments
Missouri
$4.24M -$48.2K -3,262 -1%
MA
32
Montag & Associates
Georgia
$4.23M – – –
Neuberger Berman Group
33
Neuberger Berman Group
New York
$3.89M -$95.3K -6,446 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$3.81M -$387K -26,198 -9%
SEI Investments
35
SEI Investments
Pennsylvania
$3.8M +$1.76M +119,311 +87%
PHAM
36
Pacific Heights Asset Management
California
$3.7M – – –
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.5M +$788K +53,291 +29%
Renaissance Technologies
38
Renaissance Technologies
New York
$3.41M +$1.3M +88,000 +62%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$3.4M -$417K -28,172 -11%
LCM
40
LDR Capital Management
New York
$3.31M +$155K +10,458 +5%
Bank of America
41
Bank of America
North Carolina
$3.3M +$1.73M +117,309 +111%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$3.23M -$345K -23,591 -10%
EAM
43
Eagle Asset Management
Florida
$3.11M +$203K +13,701 +7%
KCM
44
Kennedy Capital Management
Missouri
$2.89M – – –
Cerity Partners
45
Cerity Partners
New York
$2.86M +$2.69M +181,700 +1,513%
Two Sigma Investments
46
Two Sigma Investments
New York
$2.7M +$2.41M +163,222 +836%
PCM
47
Penn Capital Management
Pennsylvania
$2.53M +$187K +12,668 +8%
PMG
48
Private Management Group
California
$2.17M +$2.17M +146,393 New
Goldman Sachs
49
Goldman Sachs
New York
$2.15M -$4.59M -310,612 -68%
Barclays
50
Barclays
United Kingdom
$2.1M -$69K -4,665 -3%
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