UMH

UMH Properties
UMH

Overview Fund Activity

176 hedge funds and large institutions have $668M invested in UMH Properties in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 19 closing their positions.

Holders
176
Holders Change
-4
Holders Change %
-2.22%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
78
Reduced
51
Closed
19
Calls
$345K
Puts
$403K
Net Calls
-$58K
Net Calls Change
-$307K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$53.1M
2
Jennison Associates
2
Jennison Associates
New York
$35.4M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$6.1M
4
HA
4
Heartland Advisors
Wisconsin
$5.65M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$31.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$376K
2
Lazard Asset Management
2
Lazard Asset Management
New York
$66K
3
MPAM
3
Monarch Partners Asset Management
Massachusetts
$0
4
Ameriprise
4
Ameriprise
Minnesota
$5.55M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$399K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$84.6M 5,238,667 -5,138 -0.1%
BlackRock
2
BlackRock
New York
$58.6M 3,627,103 +11,791 +0.3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$53.1M 3,290,188 +1,482,220 +82%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$45M 2,786,404 -2,415 -0.1%
Jennison Associates
5
Jennison Associates
New York
$35.4M 2,189,416 +681,272 +45%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$31.5M 1,952,583 +325,035 +20%
CCM
7
Copeland Capital Management
Pennsylvania
$26M 1,609,693 +25,934 +2%
State Street
8
State Street
Massachusetts
$23.6M 1,459,458 +17,926 +1%
Westfield Capital Management
9
Westfield Capital Management
Massachusetts
$21.6M 1,334,898 -84,241 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.7M 1,033,748 +3,364 +0.3%
GKIM
11
GW&K Investment Management
Massachusetts
$15.8M 975,297 -1,883 -0.2%
BIC
12
B&I Capital
Switzerland
$12.3M 763,885 +140,148 +22%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$11.1M 688,290 +4,517 +0.7%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$10.4M 645,813 +645,813 New
Invesco
15
Invesco
Georgia
$9.8M 606,653 +99,445 +20%
Charles Schwab
16
Charles Schwab
California
$9.68M 599,392 +12,098 +2%
Northern Trust
17
Northern Trust
Illinois
$9.23M 571,216 +1,373 +0.2%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$7.55M 467,436 +12,413 +3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$7.24M 447,998 -8,734 -2%
Morgan Stanley
20
Morgan Stanley
New York
$6.4M 396,480 +4,842 +1%
DADC
21
D.A. Davidson & Co
Montana
$6.38M 394,964 +30,595 +8%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$6.1M 377,833 +377,765 +555,537%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$6.06M 375,614 -95,381 -20%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$5.73M 354,908 +2,760 +0.8%
HA
25
Heartland Advisors
Wisconsin
$5.65M 350,000 +350,000 New
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