UMH

UMH Properties
UMH

Overview Fund Activity

158 hedge funds and large institutions have $679M invested in UMH Properties in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+18
Holders Change %
+12.86%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
65
Reduced
36
Closed
14
Calls
$912K
Puts
$329K
Net Calls
+$583K
Net Calls Change
-$77K

Top Buyers

1
Jennison Associates
Jennison Associates
New York
$16.5M
2
Millennium Management
Millennium Management
New York
$12.2M
3
CCM
Copeland Capital Management
Pennsylvania
$31.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.92M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$14.6M

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
$16.3M
2
KCM
Kennedy Capital Management
Missouri
$649K
3
WC
Walthausen & Co
New York
$4.99M
4
Boston Partners
Boston Partners
Massachusetts
$3.48M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$93.5M +$7.85M +359,540 +9%
BlackRock
2
BlackRock
New York
$66.5M +$1.48M +67,805 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$52.3M +$13.4K +614 +0%
ICOM
4
Investment Counselors of Maryland
Maryland
$42.3M +$3.46M +158,714 +9%
CCM
5
Copeland Capital Management
Pennsylvania
$31.6M +$10.5M +481,964 +50%
State Street
6
State Street
Massachusetts
$19.2M +$1.69M +77,242 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$18.2M +$1.59M +72,744 +10%
Jennison Associates
8
Jennison Associates
New York
$16.5M +$13.6M +625,072 +477%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$16.3M -$11.9M -547,439 -42%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$14.6M +$9.87M +435,710 +209%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$13.6M +$337K +15,450 +3%
BIC
12
B&I Capital
Switzerland
$12.8M +$5M +229,070 +64%
Millennium Management
13
Millennium Management
New York
$12.2M +$12.2M +558,143 New
Northern Trust
14
Northern Trust
Illinois
$11.8M +$964K +44,159 +9%
DADC
15
D.A. Davidson & Co
Montana
$11.2M -$470K -21,560 -4%
Invesco
16
Invesco
Georgia
$11.1M +$1.17M +53,701 +12%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$11M +$2.97M +136,196 +37%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10.8M -$1.04M -47,708 -9%
Charles Schwab
19
Charles Schwab
California
$10.3M +$1.27M +58,379 +14%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$9.93M +$7.42M +340,239 +296%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.92M +$9.92M +454,600 New
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$9.86M -$513K -23,489 -5%
Ameriprise
23
Ameriprise
Minnesota
$8.45M +$5.72M +262,232 +210%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$7.54M -$139K -6,369 -2%
RR
25
Robotti Robert
$7.45M +$108K +4,950 +1%
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