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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$105M +$6.46M +282,203 +7%
BlackRock
2
BlackRock
New York
$72.8M +$2.94M +128,304 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$54.9M -$206 -9 -0%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$41.8M +$41.7M +1,821,864 +47,693%
CCM
5
Copeland Capital Management
Pennsylvania
$34.7M +$1.51M +65,956 +5%
State Street
6
State Street
Massachusetts
$20.4M +$288K +12,589 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$20.2M +$1.02M +44,434 +5%
Jennison Associates
8
Jennison Associates
New York
$17.2M -$91.6K -4,000 -0.5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$14.8M +$509K +22,225 +4%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$14.6M -$615K -25,970 -4%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$14.5M -$2.53M -110,506 -15%
BIC
12
B&I Capital
Switzerland
$12M -$1.47M -64,076 -11%
Northern Trust
13
Northern Trust
Illinois
$12M -$448K -19,546 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.8M +$464K +20,264 +4%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$11.7M +$11.1M +485,125 +1,782%
Charles Schwab
16
Charles Schwab
California
$11.3M +$410K +17,899 +4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$11.1M -$504K -22,023 -4%
Invesco
18
Invesco
Georgia
$10.9M -$763K -33,316 -7%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$10.4M +$28.3K +1,234 +0.3%
DADC
20
D.A. Davidson & Co
Montana
$10.2M -$1.55M -67,727 -13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$8.72M +$808K +35,270 +10%
Wells Fargo
22
Wells Fargo
California
$8.61M +$1.12M +48,783 +15%
RR
23
Robotti Robert
$7.77M -$47.9K -2,090 -0.6%
MA
24
Montag & Associates
Georgia
$7.18M -$337K -14,727 -4%
MPAM
25
Monarch Partners Asset Management
Massachusetts
$7.08M +$7.08M +309,117 New
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