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 %
PMEF
151
Point72 Middle East FZE
United Arab Emirates
$131K +$131K +9,338 New
Lazard Asset Management
152
Lazard Asset Management
New York
$116K +$38.8K +2,789 +50%
S
153
SignatureFD
Georgia
$105K -$6.97K -497 -6%
HCM
154
Highlander Capital Management
New Jersey
$97K +$83.7K +6,000 +632%
Citigroup
155
Citigroup
New York
$88.9K -$164K -11,702 -65%
AB
156
Amalgamated Bank
New York
$80K – – –
AIP
157
Ameritas Investment Partners
Nebraska
$76.7K +$13K +924 +20%
MLICM
158
Metropolitan Life Insurance Company (MetLife)
New York
$68.9K +$5.01K +357 +8%
QL
159
Quarry LP
New York
$55.5K +$27.1K +1,932 +95%
QCG
160
Quadrant Capital Group
Ohio
$49.4K -$40.3K -2,871 -45%
SWM
161
Spire Wealth Management
Virginia
$46.5K +$29.8K +2,125 +178%
Point72 Asset Management
162
Point72 Asset Management
Connecticut
$44.9K +$44.9K +3,200 New
US Bancorp
163
US Bancorp
Minnesota
$32.8K -$5.75K -410 -15%
Federated Hermes
164
Federated Hermes
Pennsylvania
$28.7K -$421 -30 -1%
CFGS
165
Concourse Financial Group Securities
Alabama
$24.8K -$3.48K -248 -12%
RW
166
RVW Wealth
California
$21K +$21K +1,500 New
TWM
167
Tradition Wealth Management
Minnesota
$21K +$286 +20 +1%
TRCT
168
Tower Research Capital (TRC)
New York
$18.5K +$5.71K +407 +45%
EARNEST Partners
169
EARNEST Partners
Georgia
$18.2K – – –
Allspring Global Investments
170
Allspring Global Investments
North Carolina
$16.4K +$1.5K +107 +10%
NA
171
NewEdge Advisors
Louisiana
$9.81K – – –
HPC
172
HM Payson & Co
Maine
$8.41K – – –
PA
173
Parallel Advisors
California
$6.8K +$6.8K +485 New
AAP
174
Arax Advisory Partners
Colorado
$6.27K +$491 +35 +8%
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
$5.78K – – –
5 6
7
8 9