UMH

UMH Properties
UMH

Overview Fund Activity

195 hedge funds and large institutions have $842M invested in UMH Properties in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-4
Holders Change %
-2.01%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
77
Reduced
65
Closed
23
Calls
$111K
Puts
$636K
Net Calls
-$525K
Net Calls Change
-$385K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$8.71M
2
KCM
Kennedy Capital Management
Missouri
+$7.67M
3
Cerity Partners
Cerity Partners
New York
+$4.09M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$2.73M
5
DADC
D.A. Davidson & Co
Montana
+$2.69M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.43M
2
HA
Heartland Advisors
Wisconsin
-$4.85M
3
Morgan Stanley
Morgan Stanley
New York
-$3.91M
4
PCM
Penn Capital Management
Pennsylvania
-$2.98M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$6.17M +$405K +24,952 +7%
Goldman Sachs
27
Goldman Sachs
New York
$5.91M +$1.59M +98,136 +37%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$5.76M -$149K -9,187 -3%
Ameriprise
29
Ameriprise
Minnesota
$5.33M -$221K -13,581 -4%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$5.21M -$630K -38,781 -11%
RR
31
Robotti Robert
$4.93M +$44.3K +2,730 +0.9%
HA
32
Heartland Advisors
Wisconsin
$4.87M -$4.85M -298,400 -50%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$4.72M +$614K +37,810 +15%
Wells Fargo
34
Wells Fargo
California
$4.71M -$125K -7,683 -3%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.71M +$1.11M +68,390 +31%
MA
36
Montag & Associates
Georgia
$4.4M -$138K -8,504 -3%
PHAM
37
Pacific Heights Asset Management
California
$4.06M – – –
SI
38
Scout Investments
Missouri
$3.99M -$254K -15,922 -6%
LCM
39
LDR Capital Management
New York
$3.84M -$237K -14,578 -6%
NIG
40
NFJ Investment Group
Texas
$3.78M -$230K -14,145 -6%
PAM
41
Panagora Asset Management
Massachusetts
$3.68M +$1.75M +107,763 +91%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$3.45M -$260K -16,018 -7%
WS
43
Wedbush Securities
California
$3.43M +$580K +35,721 +20%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$3.43M +$2.62M +161,622 +327%
Invesco
45
Invesco
Georgia
$3.03M -$972K -59,838 -24%
NSIM
46
North Star Investment Management
Illinois
$2.86M +$1.07M +66,000 +60%
Stifel Financial
47
Stifel Financial
Missouri
$2.2M +$199K +12,282 +10%
WA
48
WealthTrust Axiom
Pennsylvania
$2.1M -$85.2K -5,249 -4%
KOCAA
49
Knights of Columbus Asset Advisors
Connecticut
$2.03M -$1.94M -119,276 -49%
Swiss National Bank
50
Swiss National Bank
Switzerland
$2.02M +$37.4K +2,300 +2%
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