UMH

UMH Properties
UMH

Overview Fund Activity

163 hedge funds and large institutions have $720M invested in UMH Properties in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
68
Reduced
45
Closed
14
Calls
$1.93M
Puts
$454K
Net Calls
+$1.48M
Net Calls Change
+$897K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$41.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11.7M
3
MPAM
Monarch Partners Asset Management
Massachusetts
$7.08M
4
Vanguard Group
Vanguard Group
Pennsylvania
$105M
5
NIP
Nicholas Investment Partners
California
$4.78M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.18M
2
Millennium Management
Millennium Management
New York
$3.56M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$3.1M
4
Ameriprise
Ameriprise
Minnesota
$5.82M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$223K +$223K +9,726 New
Tudor Investment Corp
127
Tudor Investment Corp
Connecticut
$221K +$221K +9,657 New
LPL Financial
128
LPL Financial
California
$216K +$216K +9,441 New
NP
129
Ninepoint Partners
Ontario, Canada
$215K – – –
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$210K +$174K +7,585 +474%
Comerica Bank
131
Comerica Bank
Texas
$208K +$208K +8,639 New
Citigroup
132
Citigroup
New York
$206K +$139K +6,081 +209%
Prudential Financial
133
Prudential Financial
New Jersey
$204K +$204K +8,745 New
BRWA
134
B. Riley Wealth Advisors
Florida
$201K +$201K +8,763 New
S
135
SignatureFD
Georgia
$149K +$138K +6,000 +1,235%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$87K +$87K +3,806 New
TRCT
137
Tower Research Capital (TRC)
New York
$79K -$124K -5,463 -61%
CFGS
138
Concourse Financial Group Securities
Alabama
$76K +$13.5K +590 +22%
New York State Teachers Retirement System (NYSTRS)
139
New York State Teachers Retirement System (NYSTRS)
New York
$73K – – –
AIP
140
Ameritas Investment Partners
Nebraska
$72K – – –
Simplex Trading
141
Simplex Trading
Illinois
$65K – – –
HCM
142
Highlander Capital Management
New Jersey
$56K – – –
GWM
143
Geneos Wealth Management
Colorado
$56K +$442 +19 +0.8%
Lazard Asset Management
144
Lazard Asset Management
New York
$47K -$3.6K -159 -7%
SIM
145
Sonora Investment Management
Arizona
$46K – – –
FPS
146
Fieldpoint Private Securities
Connecticut
$46K +$46 +2 +0.1%
TWM
147
Tradition Wealth Management
Minnesota
$31K +$255 +11 +0.8%
EARNEST Partners
148
EARNEST Partners
Georgia
$30K – – –
FGAM
149
Financial Gravity Asset Management
Texas
$23K – – –
Loomis, Sayles & Company
150
Loomis, Sayles & Company
Massachusetts
$22K +$7.94K +351 +57%
4 5
6
7 8