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UMHInstitutional Flow
Period: 2025-12-31 · 24 managers with activity
-0.08
NEUTRAL
Confidence: 100%
New Positions
3
Increased
8
Decreased
9
Exited
4
Quarterly Flow History
2024-03
0.00
20m
2024-06
+0.18
17m
2024-09
+0.13
23m
2024-12
-0.05
19m
2025-03
+0.29
17m
2025-06
+0.33
18m
2025-09
+0.14
21m
2025-12
-0.08
24m
Accumulating (11)
| Manager | Action | Shares | Value |
|---|---|---|---|
| Two Sigma | NEW POSITION | 111K | $1.8B |
| Marshall Wace | NEW POSITION | 19K | $304.7M |
| GGH | NEW POSITION | 15K | $239.8M |
| Point72 | INCREASED | 1.0M+2752% | $16.0B |
| AQR Capital | INCREASED | 276K+422% | $4.4B |
| BlackRock | INCREASED | 201K+90% | $3.2B |
| First Eagle | INCREASED | 716K+7% | $11.4B |
| Geode Capital | INCREASED | 271K+10% | $4.3B |
| Jennison | INCREASED | 328K+1% | $5.2B |
| DFA | INCREASED | 21K+3% | $338.1M |
| Invesco | INCREASED | 3K+8% | $46.3M |
Distributing (13)
| Manager | Action | Shares | Prev Value |
|---|---|---|---|
| Renaissance Tech | EXITED | 0-100% | — |
| Franklin Templeton | EXITED | 0-100% | — |
| DE Shaw | EXITED | 0-100% | — |
| Tudor | EXITED | 0-100% | — |
| American Century | DECREASED | 1.2M-49% | $18.9B |
| Capital Research | DECREASED | 2.6M-29% | $41.5B |
| William Blair | DECREASED | 1.1M-32% | $18.0B |
| Balyasny | DECREASED | 86K-39% | $1.4B |
| State Street | DECREASED | 3.5M-1% | $55.5B |
| Millennium | DECREASED | 23K-21% | $358.9M |
| Neuberger Berman (Eisman) | DECREASED | 24K-20% | $388.0M |
| Northern Trust | DECREASED | 5K-41% | $80.5M |
| Citadel | DECREASED | 20K-3% | $323.0M |
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →