Question 1

Which hedge funds and institutional investors hold UMBF?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for UMBF shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for UMBF whale holdings?

Accepted Answer

Conviction level reflects how significant UMBF is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to UMBF, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for UMBF?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about UMBF?

Accepted Answer

QoQ changes for UMBF show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	4.0M	$450.8M	0.0%	$2896.4B
American Century	1.3M	$151.8M	0.1%	$194.3B
ClearBridge	649.6K	$73.3M	0.1%	$114.9B
Geode Capital	333.2K	$37.6M	0.0%	$1607.5B
Fisher Investments	242.4K	$27.3M	0.0%	$294.9B
AQR Capital	190.9K	$21.3M	0.0%	$218.4B
WCM	178.5K	$19.6M	0.0%	$43.8B
Citadel	163.6K	$18.5M	0.0%	$618.5B
Adage Capital	160.7K	$18.1M	0.0%	$64.8B
Millennium	159.8K	$18.0M	0.0%	$240.3B
DFA	144.3K	$16.3M	0.0%	$481.4B
William Blair	133.6K	$15.1M	0.0%	$30.3B
Wellington	117.8K	$13.3M	0.0%	$535.5B
Two Sigma	61.8K	$7.0M	0.0%	$123.9B
Renaissance Tech	59.2K	$6.7M	0.0%	$63.9B
Franklin Templeton	46.0K	$5.2M	0.0%	$408.3B
Point72	45.5K	$5.1M	0.0%	$78.1B
ExodusPoint	33.8K	$3.8M	0.0%	$12.4B
Tudor	24.9K	$2.8M	0.0%	$53.9B
DE Shaw	24.6K	$2.8M	0.0%	$166.3B
Neuberger Berman (Eisman)	11.0K	$1.2M	0.0%	$131.4B
Citadel	9.3K	$1.0M	0.0%	$618.5B
Man Group	6.2K	$698K	0.0%	$55.1B
Balyasny	5.1K	$577K	0.0%	$77.1B
Brevan Howard	4.1K	$460K	0.0%	$11.3B
Marshall Wace	2.4K	$271K	0.0%	$100.4B
Winton	2.1K	$239K	0.0%	$2.9B
Northern Trust	58	$7K	—	$756.6B
BlackRock	25	$3K	—	$5723.5B
Fidelity (FMR)	10	$1K	—	$1898.4B

UMBF

Who Holds UMBF

Changes This Quarter