UMH

UMH Properties
UMH

Overview Fund Activity

176 hedge funds and large institutions have $941M invested in UMH Properties in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
74
Reduced
45
Closed
16
Calls
$1.52M
Puts
$357K
Net Calls
+$1.17M
Net Calls Change
-$314K

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$19.3M
2
GKIM
GW&K Investment Management
Massachusetts
$17.9M
3
Ameriprise
Ameriprise
Minnesota
$17.6M
4
Millennium Management
Millennium Management
New York
$14.9M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.7M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
2
William Blair Investment Management
William Blair Investment Management
Illinois
$46M
3
MPAM
Monarch Partners Asset Management
Massachusetts
$5.04M
4
SC
Saltoro Capital
Texas
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$133M +$8.46M +309,622 +7%
BlackRock
2
BlackRock
New York
$88.2M +$1.35M +49,318 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$65.5M – – –
William Blair Investment Management
4
William Blair Investment Management
Illinois
$46M -$3.87M -141,709 -8%
CCM
5
Copeland Capital Management
Pennsylvania
$42.9M +$1.5M +54,704 +4%
Jennison Associates
6
Jennison Associates
New York
$26.1M +$5.58M +204,343 +27%
State Street
7
State Street
Massachusetts
$25.5M +$1.11M +40,744 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$24.7M +$639K +23,365 +3%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$19.3M +$19.3M +705,531 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$18.3M +$614K +22,485 +3%
GKIM
11
GW&K Investment Management
Massachusetts
$17.9M +$17.9M +655,616 New
Ameriprise
12
Ameriprise
Minnesota
$17.6M +$10.6M +389,028 +153%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$16.2M +$2.22M +81,369 +16%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$15.6M -$1.72M -62,923 -10%
Millennium Management
15
Millennium Management
New York
$14.9M +$10.6M +388,592 +250%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$14.3M +$1.12M +40,919 +8%
Northern Trust
17
Northern Trust
Illinois
$14.3M -$8.53K -312 -0.1%
Charles Schwab
18
Charles Schwab
California
$13.7M +$269K +9,840 +2%
BIC
19
B&I Capital
Switzerland
$13.4M -$902K -33,000 -6%
State of New Jersey Common Pension Fund D
20
State of New Jersey Common Pension Fund D
New Jersey
$12.5M +$123K +4,501 +1%
DADC
21
D.A. Davidson & Co
Montana
$11.7M -$462K -16,908 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$10.9M -$3.18M -116,347 -23%
Wells Fargo
23
Wells Fargo
California
$10.9M +$592K +21,661 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.7M +$9.26M +338,900 +657%
Invesco
25
Invesco
Georgia
$10.2M -$2.79M -101,999 -21%
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