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 %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$236K +$236K +15,957 New
ASRS
127
Arizona State Retirement System
Arizona
$227K +$8.59K +581 +4%
MYAM
128
Meiji Yasuda Asset Management
Japan
$220K +$8.08K +546 +4%
PCS
129
Personal CFO Solutions
New Jersey
$214K +$41.6K +2,811 +24%
CAG
130
Crestwood Advisors Group
Massachusetts
$201K – – –
SFI
131
Susquehanna Fundamental Investments
Pennsylvania
$199K -$175K -11,840 -47%
NSEDCP
132
NJ State Employees Deferred Compensation Plan
New Jersey
$198K – – –
OC
133
Oppenheimer & Co
New York
$198K +$2.81K +190 +1%
AQR Capital Management
134
AQR Capital Management
Connecticut
$191K +$191K +12,925 New
GCM
135
Graham Capital Management
Connecticut
$191K +$191K +12,912 New
VI
136
Vestcor Inc
New Brunswick, Canada
$186K -$31K -2,100 -14%
B
137
Bailard
California
$185K +$185K +12,500 New
Mariner
138
Mariner
Kansas
$183K -$4.37K -295 -2%
CIS
139
Connors Investor Services
Pennsylvania
$182K +$34K +2,300 +23%
FCM
140
Firestone Capital Management
Florida
$167K +$167K +11,297 New
KIC
141
Kensington Investment Counsel
California
$163K – – –
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$156K – – –
SOAMC
143
Spirit of America Management Corp
New York
$155K – – –
VF
144
Virtu Financial
New York
$154K +$154K +10,410 New
Corient Private Wealth
145
Corient Private Wealth
Florida
$151K +$151K +10,242 New
S
146
SignatureFD
Georgia
$107K +$1.42K +96 +1%
AB
147
Amalgamated Bank
New York
$102K -$11.5K -774 -10%
QL
148
Quarry LP
New York
$84.5K +$65.5K +4,428 +345%
RI
149
Ridgewood Investments
New Jersey
$72.2K +$72.2K +4,882 New
ASN
150
Advisory Services Network
Georgia
$68.8K +$4.67K +316 +7%
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6
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