UMH

UMH Properties
UMH

Overview Fund Activity

180 hedge funds and large institutions have $689M invested in UMH Properties in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
86
Reduced
50
Closed
24
Calls
$464K
Puts
$215K
Net Calls
+$249K
Net Calls Change
+$539K

Top Buyers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
$25.1M
2
GKIM
GW&K Investment Management
Massachusetts
$17.3M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$31.9M
4
Jennison Associates
Jennison Associates
New York
$26.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$49.3M

Top Sellers

1
NIP
Nicholas Investment Partners
California
$0
2
RCM
Rutabaga Capital Management
Massachusetts
$0
3
FM
Forward Management
California
$0
4
Millennium Management
Millennium Management
New York
$0
5
MOACM
Mutual of America Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$92.6M +$1.84M +104,225 +2%
BlackRock
2
BlackRock
New York
$63.8M +$3.94M +223,159 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$49.3M +$4.57M +258,562 +10%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$31.9M +$5.34M +302,628 +20%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$28.7M -$655K -37,077 -2%
CCM
6
Copeland Capital Management
Pennsylvania
$28M -$260K -14,746 -0.9%
Jennison Associates
7
Jennison Associates
New York
$26.6M +$5.24M +296,853 +25%
State Street
8
State Street
Massachusetts
$25.5M +$1.58M +89,273 +7%
Westfield Capital Management
9
Westfield Capital Management
Massachusetts
$25.1M +$21.6M +1,221,199 +617%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18.2M +$1.44M +81,393 +9%
GKIM
11
GW&K Investment Management
Massachusetts
$17.3M +$5.52M +312,334 +47%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$12.1M +$103K +5,806 +0.9%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$11.8M +$530 +30 +0%
BIC
14
B&I Capital
Switzerland
$11M +$4.2M +237,800 +62%
Charles Schwab
15
Charles Schwab
California
$10.4M +$865K +48,962 +9%
Northern Trust
16
Northern Trust
Illinois
$10.1M +$824K +46,640 +9%
Ameriprise
17
Ameriprise
Minnesota
$9.83M -$1.68M -95,147 -15%
Invesco
18
Invesco
Georgia
$8.96M +$2.08M +117,956 +30%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$8.32M -$168K -9,536 -2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$8.07M -$496K -28,081 -6%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$8.04M +$149K +8,452 +2%
Morgan Stanley
22
Morgan Stanley
New York
$6.92M +$4.18M +236,557 +153%
DADC
23
D.A. Davidson & Co
Montana
$6.44M -$288K -16,324 -4%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$6.36M -$1.97M -113,690 -24%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.22M -$386K -21,837 -6%
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