UMH

UMH Properties
UMH

Overview Fund Activity

187 hedge funds and large institutions have $683M invested in UMH Properties in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+10
Holders Change %
+5.65%
% of All Funds
2.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
75
Reduced
52
Closed
15
Calls
$437K
Puts
$246K
Net Calls
+$191K
Net Calls Change
+$345K

Top Buyers

1
PMG
Private Management Group
California
$14.5M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$39M
3
American Century Companies
American Century Companies
Missouri
$35.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.47M
5
NIG
NFJ Investment Group
Texas
$3.77M

Top Sellers

1
BIC
B&I Capital
Switzerland
$0
2
Millennium Management
Millennium Management
New York
$1.72M
3
BlackRock
BlackRock
New York
$61.9M
4
Cerity Partners
Cerity Partners
New York
$0
5
Russell Investments Group
Russell Investments Group
United Kingdom
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.25M +$1.73M +123,248 +49%
SEI Investments
27
SEI Investments
Pennsylvania
$4.82M +$1.15M +82,360 +31%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$4.82M +$26.6K +1,896 +0.6%
Ameriprise
29
Ameriprise
Minnesota
$4.79M -$369K -26,342 -7%
RR
30
Robotti Robert
$4.26M -$51.2K -3,650 -1%
Wells Fargo
31
Wells Fargo
California
$4.15M -$155K -11,036 -4%
MA
32
Montag & Associates
Georgia
$3.95M -$56.7K -4,041 -1%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$3.93M +$31.5K +2,245 +0.8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$3.81M -$31.9K -2,276 -0.8%
NIG
35
NFJ Investment Group
Texas
$3.77M +$3.77M +269,158 New
SI
36
Scout Investments
Missouri
$3.72M -$108K -7,856 -3%
LCM
37
LDR Capital Management
New York
$3.52M +$450K +32,094 +15%
PHAM
38
Pacific Heights Asset Management
California
$3.51M – – –
Renaissance Technologies
39
Renaissance Technologies
New York
$3.05M +$3.05M +217,700 New
Russell Investments Group
40
Russell Investments Group
United Kingdom
$3M -$2.49M -177,862 -45%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$2.97M -$222K -15,816 -7%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$2.91M -$253K -18,014 -8%
EAM
43
Eagle Asset Management
Florida
$2.78M -$75.7K -5,400 -3%
KCM
44
Kennedy Capital Management
Missouri
$2.74M – – –
PCM
45
Penn Capital Management
Pennsylvania
$2.57M +$167K +11,898 +7%
Goldman Sachs
46
Goldman Sachs
New York
$2M -$359K -25,591 -15%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$1.95M -$457K -32,600 -19%
WS
48
Wedbush Securities
California
$1.93M +$690K +49,245 +56%
WA
49
WealthTrust Axiom
Pennsylvania
$1.87M +$25.9K +1,850 +1%
HPCM
50
Hunter Perkins Capital Management
Illinois
$1.83M -$2.01M -143,376 -52%
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