UMC Holdings Changes

This page summarizes the UMC holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether UMC is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	9/30/2023 Share Count	12/31/2023 Share Count	Change	% Change
13F Filers Increasing UMC Share Count
Schroder Investment Management Group	147,527	3,476,881	+3,329,354	+2256.78%
GWM Advisors LLC	538	5,752	+5,214	+969.14%
Wells Fargo & Company MN	26,712	258,869	+232,157	+869.11%
Millennium Management LLC	132,479	1,028,618	+896,139	+676.44%
GTS Securities LLC	14,772	90,403	+75,631	+511.99%
HRT Financial LP	41,607	183,701	+142,094	+341.51%
LSV Asset Management	59,811	252,711	+192,900	+322.52%
Tower Research Capital LLC TRC	5,514	22,972	+17,458	+316.61%
OLD Mission Capital LLC	44,958	121,166	+76,208	+169.51%
Sei Investments Co.	25,687	51,374	+25,687	+100.00%
Jane Street Group LLC	197,297	388,326	+191,029	+96.82%
Schonfeld Strategic Advisors LLC	146,538	283,785	+137,247	+93.66%
FMR LLC	62,002	113,393	+51,391	+82.89%
Hennion & Walsh Asset Management Inc.	88,920	161,932	+73,012	+82.11%
Engineers Gate Manager LP	42,917	78,028	+35,111	+81.81%
Intelligence Driven Advisers LLC	11,146	19,373	+8,227	+73.81%
Barclays PLC	1,655,140	2,689,938	+1,034,798	+62.52%
EverSource Wealth Advisors LLC	9,151	14,021	+4,870	+53.22%
NewEdge Wealth LLC	259,465	392,923	+133,458	+51.44%
BSW Wealth Partners	17,060	25,681	+8,621	+50.53%
JFS Wealth Advisors LLC	877	1,259	+382	+43.56%
Creative Planning	244,243	347,219	+102,976	+42.16%
Ronald Blue Trust Inc.	23,485	32,953	+9,468	+40.32%
Bank of America Corp DE	3,144,245	4,276,667	+1,132,422	+36.02%
Inspire Advisors LLC	13,393	17,742	+4,349	+32.47%
Northern Trust Corp	902,503	1,181,436	+278,933	+30.91%
CWM LLC	13,149	17,062	+3,913	+29.76%
BNP Paribas Arbitrage SA	1,357,178	1,724,583	+367,405	+27.07%
Ballentine Partners LLC	76,473	93,766	+17,293	+22.61%
US Bancorp DE	102,312	124,503	+22,191	+21.69%
JPMorgan Chase & Co.	1,005,218	1,219,371	+214,153	+21.30%
Drive Wealth Management LLC	14,190	16,770	+2,580	+18.18%
Stifel Financial Corp	99,107	116,935	+17,828	+17.99%
Cerity Partners LLC	138,387	162,619	+24,232	+17.51%
Glenmede Trust Co. NA	19,114	21,868	+2,754	+14.41%
QRG Capital Management Inc.	76,065	86,763	+10,698	+14.06%
Veriti Management LLC	165,839	189,129	+23,290	+14.04%
Victory Capital Management Inc.	34,419	39,123	+4,704	+13.67%
Evergreen Capital Management LLC	12,752	14,330	+1,578	+12.37%
HighTower Advisors LLC	16,382	18,367	+1,985	+12.12%
Lindbrook Capital LLC	29,833	33,445	+3,612	+12.11%
Ethic Inc.	313,747	348,909	+35,162	+11.21%
Cetera Investment Advisers	26,946	29,941	+2,995	+11.11%
Arrowstreet Capital Limited Partnership	5,783,888	6,418,173	+634,285	+10.97%
Natixis Advisors L.P.	142,060	157,564	+15,504	+10.91%
Franklin Resources Inc.	15,413	17,081	+1,668	+10.82%
Balentine LLC	234,191	258,179	+23,988	+10.24%
Quantinno Capital Management LP	77,664	85,620	+7,956	+10.24%
LPL Financial LLC	107,164	118,085	+10,921	+10.19%
Invesco Ltd.	232,374	255,272	+22,898	+9.85%
HB Wealth Management LLC	11,569	12,678	+1,109	+9.59%
Royal Bank of Canada	23,011	25,099	+2,088	+9.07%
Mariner LLC	109,972	119,822	+9,850	+8.96%
Rafferty Asset Management LLC	4,080,053	4,435,239	+355,186	+8.71%
Cambridge Investment Research Advisors Inc.	48,665	51,783	+3,118	+6.41%
JJJ Advisors Inc.	54,173	57,633	+3,460	+6.39%
Schechter Investment Advisors LLC	25,049	26,501	+1,452	+5.80%
BlackRock Inc.	20,641,102	21,647,741	+1,006,639	+4.88%
Signaturefd LLC	218,484	228,319	+9,835	+4.50%
State Street Corp	3,430,588	3,581,389	+150,801	+4.40%
Rhumbline Advisers	889,156	927,777	+38,621	+4.34%
O Shaughnessy Asset Management LLC	326,775	340,118	+13,343	+4.08%
The PNC Financial Services Group Inc.	73,303	76,057	+2,754	+3.76%
Profund Advisors LLC	87,383	90,494	+3,111	+3.56%
JustInvest LLC	227,956	235,278	+7,322	+3.21%
Quadrant Capital Group LLC	170,252	175,643	+5,391	+3.17%
Vanguard Group Inc.	15,434,795	15,868,813	+434,018	+2.81%
Apollon Wealth Management LLC	12,156	12,494	+338	+2.78%
Commonwealth Equity Services LLC	76,151	78,140	+1,989	+2.61%
Mirae Asset Global Investments Co. Ltd.	25,289	25,878	+589	+2.33%
Sequoia Financial Advisors LLC	98,593	100,839	+2,246	+2.28%
Johnson Investment Counsel Inc.	55,835	56,835	+1,000	+1.79%
Alera Investment Advisors LLC	15,756	16,017	+261	+1.66%
MAI Capital Management	21,740	22,052	+312	+1.44%
Waldron Private Wealth LLC	16,235	16,424	+189	+1.16%
Sawtooth Solutions LLC	14,580	14,642	+62	+0.43%
Bleakley Financial Group LLC	14,580	14,642	+62	+0.43%
Redwood Wealth Management Group LLC	50,320	50,504	+184	+0.37%
Global Retirement Partners LLC	10,812	10,850	+38	+0.35%
Parallel Advisors LLC	72,565	72,809	+244	+0.34%
Henry James International Management Inc.	83,576	83,602	+26	+0.03%
13F Filers Reporting New Positions In UMC
Proequities Inc.	0	0	UNCH	100%
BOKF NA	0	72	+72	+100%
Principal Securities Inc.	0	73	+73	+100%
Jennison Associates LLC	0	670,359	+670,359	+100%
Laird Norton Trust Company LLC	0	23,754	+23,754	+100%
Creative Financial Designs Inc. ADV	0	113	+113	+100%
TCW Group Inc.	0	129,266	+129,266	+100%
Bank of Montreal Can	0	13,922	+13,922	+100%
Group One Trading L.P.	0	57,365	+57,365	+100%
Deutsche Bank AG	0	160,712	+160,712	+100%
Groupama Asset Managment	0	26,015	+26,015	+100%
Hennessy Advisors Inc.	0	16,222	+16,222	+100%
Nomura Holdings Inc.	0	626,639	+626,639	+100%
Balyasny Asset Management LLC	0	57,477	+57,477	+100%
BOK Financial Private Wealth Inc.	0	1,060	+1,060	+100%
Marshall Wace LLP	0	62,928	+62,928	+100%
Capstone Investment Advisors LLC	0	692,672	+692,672	+100%
Two Sigma Securities LLC	0	20,034	+20,034	+100%
United Capital Financial Advisers LLC	0	10,539	+10,539	+100%
Barometer Capital Management Inc.	0	14,900	+14,900	+100%
Advisory Services Network LLC	0	444	+444	+100%
Seven Eight Capital LP	0	103,252	+103,252	+100%
Toroso Investments LLC	0	10,840	+10,840	+100%
Rehmann Capital Advisory Group	0	12,465	+12,465	+100%
Anchor Investment Management LLC	0	300	+300	+100%
Baird Financial Group Inc.	0	10,964	+10,964	+100%
CWM Advisors LLC	0	101,663	+101,663	+100%
Simon Quick Advisors LLC	0	12,914	+12,914	+100%
Russell Investments Group Ltd.	0	81	+81	+100%
Summit Global Investments	0	311,527	+311,527	+100%
SeaCrest Wealth Management LLC	0	57,326	+57,326	+100%
Qube Research & Technologies Ltd	0	181,605	+181,605	+100%
Prime Capital Investment Advisors LLC	0	11,280	+11,280	+100%
Aigen Investment Management LP	0	22,769	+22,769	+100%
Y Intercept Hong Kong Ltd	0	493,648	+493,648	+100%
Vista Wealth Management Group LLC	0	11,059	+11,059	+100%
Optas LLC	0	10,491	+10,491	+100%
Pinpoint Asset Management Ltd	0	20,200	+20,200	+100%
XTX Topco Ltd	0	67,525	+67,525	+100%
Wealthstream Advisors Inc.	0	11,027	+11,027	+100%
Coppell Advisory Solutions LLC	0	50	+50	+100%
Cherrydale Wealth Management LLC	0	10,955	+10,955	+100%
Leo Wealth LLC	0	11,226	+11,226	+100%
AXQ Capital LP	0	20,000	+20,000	+100%
Canopy Partners LLC	0	26,028	+26,028	+100%
Team Hewins LLC	0	17,031	+17,031	+100%
Atomi Financial Group Inc.	0	36,995	+36,995	+100%
Nemes Rush Group LLC	0	118	+118	+100%
Arlington Trust Co LLC	0	499	+499	+100%
Sapient Capital LLC	0	11,225	+11,225	+100%
Valued Wealth Advisors LLC	0	423	+423	+100%
GAMMA Investing LLC	0	3,474	+3,474	+100%
Smartleaf Asset Management LLC	0	7,943	+7,943	+100%
Pathstone Holdings LLC	0	99,242	+99,242	+100%
Sivia Capital Partners LLC	0	31,245	+31,245	+100%
Creekmur Asset Management LLC	0	1	+1	+100%
13F Filers With Unchanged Share Count
Cozad Asset Management Inc.	40,473	40,473	UNCH	0.00%
Harbour Investments Inc.	702	702	UNCH	0.00%
AXA S.A.	63,004	63,004	UNCH	0.00%
UMB Bank N A MO	1,980	1,980	UNCH	0.00%
Bessemer Group Inc.	12,515	12,515	UNCH	0.00%
Ameritas Investment Partners Inc.	2	2	UNCH	0.00%
Webster Bank N. A.	880	880	UNCH	0.00%
Aviva PLC	13,807	13,807	UNCH	0.00%
Causeway Capital Management LLC	220,778	220,778	UNCH	0.00%
Credit Agricole S A	210	210	UNCH	0.00%
Yorktown Management & Research Co Inc	42,150	42,150	UNCH	0.00%
ClariVest Asset Management LLC	255	255	UNCH	0.00%
Atlas Capital Advisors LLC	2,422	2,422	UNCH	0.00%
Benjamin F. Edwards & Company Inc.	1,166	1,166	UNCH	0.00%
Mitsubishi UFJ Trust & Banking Corp	11,300	11,300	UNCH	0.00%
Mizuho Securities Co. Ltd.	82,335	82,335	UNCH	0.00%
Clear Street Markets LLC	200	200	UNCH	0.00%
Gradient Investments LLC	183	183	UNCH	0.00%
Annex Advisory Services LLC	20,500	20,500	UNCH	0.00%
Bollard Group LLC	1	1	UNCH	0.00%
Focused Wealth Management Inc	209	209	UNCH	0.00%
Harvest Fund Management Co. Ltd	9,339	9,339	UNCH	0.00%
Sound Income Strategies LLC	100	100	UNCH	0.00%
KilterHowling LLC	10,989	10,989	UNCH	0.00%
Prestige Wealth Management Group LLC	661	661	UNCH	0.00%
Cedar Mountain Advisors LLC	1,000	1,000	UNCH	0.00%
Key Financial Inc	1,200	1,200	UNCH	0.00%
Systematic Alpha Investments LLC	41,800	41,800	UNCH	0.00%
Rosenberg Matthew Hamilton	681	681	UNCH	0.00%
Planned Solutions Inc.	16,250	16,250	UNCH	0.00%
Foster Group Inc.	15,818	15,818	UNCH	0.00%
Spire Wealth Management	140	140	UNCH	0.00%
Yousif Capital Management LLC	41,724	41,724	UNCH	0.00%
NFJ Investment Group LLC	183	183	UNCH	0.00%
Mezzasalma Advisors LLC	218,864	218,864	UNCH	0.00%
Beaird Harris Wealth Management LLC	1,000	1,000	UNCH	0.00%
Fortitude Advisory Group L.L.C.	25,100	25,100	UNCH	0.00%
13F Filers Decreasing UMC Share Count
TD Waterhouse Canada Inc.	5,439	34	-5,405	-99.37%
Zweig DiMenna Associates LLC	675,771	44,000	-631,771	-93.49%
Citadel Advisors LLC	122,563	13,524	-109,039	-88.97%
D. E. Shaw & Co. Inc.	943,667	109,416	-834,251	-88.41%
Credit Suisse AG	11,677,277	2,913,148	-8,764,129	-75.05%
Acadian Asset Management LLC	61,564	17,026	-44,538	-72.34%
Two Sigma Advisers LP	1,173,000	365,500	-807,500	-68.84%
Hsbc Holdings PLC	33,481	11,551	-21,930	-65.50%
Voloridge Investment Management LLC	954,555	351,107	-603,448	-63.22%
Two Sigma Investments LP	419,231	194,500	-224,731	-53.61%
Goldman Sachs Group Inc.	7,829,811	4,499,236	-3,330,575	-42.54%
Quantbot Technologies LP	148,544	98,272	-50,272	-33.84%
Renaissance Technologies LLC	3,978,550	2,645,850	-1,332,700	-33.50%
Bank of New York Mellon Corp	17,251	11,561	-5,690	-32.98%
Private Advisor Group LLC	16,973	12,136	-4,837	-28.50%
Farther Finance Advisors LLC	2,001	1,442	-559	-27.94%
Squarepoint Ops LLC	181,253	130,880	-50,373	-27.79%
CAPROCK Group Inc.	80,178	60,323	-19,855	-24.76%
Morgan Stanley	8,328,688	6,583,669	-1,745,019	-20.95%
Grantham Mayo Van Otterloo & Co. LLC	470,900	374,772	-96,128	-20.41%
Guggenheim Capital LLC	255,295	205,840	-49,455	-19.37%
Angeles Investment Advisors LLC	18,372	14,942	-3,430	-18.67%
Bell Investment Advisors Inc	658	549	-109	-16.57%
First Trust Advisors LP	443,865	373,923	-69,942	-15.76%
First Horizon Advisors Inc.	1,102	934	-168	-15.25%
Envestnet Asset Management Inc.	160,401	136,101	-24,300	-15.15%
Raymond James & Associates	63,459	55,294	-8,165	-12.87%
Ignite Planners LLC	122,884	110,369	-12,515	-10.18%
UBS Group AG	7,504,275	6,751,446	-752,829	-10.03%
PEAK6 Investments LLC	36,157	32,668	-3,489	-9.65%
Citigroup Inc.	1,788,247	1,636,810	-151,437	-8.47%
Cutler Group LP	109	100	-9	-8.26%
Invst LLC	93,239	85,910	-7,329	-7.86%
Boston Private Wealth LLC	63,048	58,153	-4,895	-7.76%
Fisher Asset Management LLC	7,086,897	6,575,552	-511,345	-7.22%
Desjardins Global Asset Management Inc.	36,169	33,680	-2,489	-6.88%
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	17,990	16,765	-1,225	-6.81%
Ameriprise Financial Inc.	92,561	86,347	-6,214	-6.71%
Moran Wealth Management LLC	805,413	752,189	-53,224	-6.61%
Eagle Asset Management Inc.	43,972	41,482	-2,490	-5.66%
Enterprise Financial Services Corp	11,064	10,456	-608	-5.50%
Cresset Asset Management LLC	67,085	63,612	-3,473	-5.18%
UBS Asset Management Americas Inc.	41,200	39,100	-2,100	-5.10%
Mercer Global Advisors Inc. ADV	51,196	48,777	-2,419	-4.72%
Advisor Group Holdings Inc.	195,800	188,220	-7,580	-3.87%
Dimensional Fund Advisors LP	679,587	654,540	-25,047	-3.69%
Crossmark Global Holdings Inc.	1,420,078	1,369,735	-50,343	-3.55%
Allworth Financial LP	2,934	2,835	-99	-3.37%
Ieq Capital LLC	18,087	17,479	-608	-3.36%
Susquehanna International Group LLP	772,575	749,056	-23,519	-3.04%
West Family Investments Inc.	136,465	132,358	-4,107	-3.01%
Coldstream Capital Management Inc.	10,786	10,463	-323	-2.99%
Wealth Alliance	17,854	17,365	-489	-2.74%
Ritholtz Wealth Management	116,430	113,263	-3,167	-2.72%
Pinnacle Wealth Planning Services Inc.	71,271	69,423	-1,848	-2.59%
Foster Victor Wealth Advisors LLC	37,305	36,469	-836	-2.24%
DGS Capital Management LLC	107,223	105,100	-2,123	-1.98%
CI Private Wealth LLC	193,853	190,217	-3,636	-1.88%
Glassman Wealth Services	4,032	3,963	-69	-1.71%
Lifestyle Asset Management Inc.	132,270	130,035	-2,235	-1.69%
Virtus Family Office LLC	430,753	425,070	-5,683	-1.32%
Vident Advisory LLC	171,332	169,414	-1,918	-1.12%
True Wealth Design LLC	102,255	101,386	-869	-0.85%
PDS Planning Inc	52,768	52,339	-429	-0.81%
Wealth Architects LLC	15,216	15,120	-96	-0.63%
Advisors Asset Management Inc.	48,707	48,430	-277	-0.57%
Cable Hill Partners LLC	38,668	38,498	-170	-0.44%
Greenleaf Trust	193,213	192,976	-237	-0.12%
Wetherby Asset Management Inc.	347,503	347,382	-121	-0.03%
13F Filers Exiting UMC
Prosperity Wealth Management Inc.	23,355	0	-23,355	-100.00%
AlphaQ Advisors LLC	10,720	0	-10,720	-100.00%
Jump Financial LLC	33,742	0	-33,742	-100.00%
MQS Management LLC	34,284	0	-34,284	-100.00%
Albar Capital Ltd	136,799	0	-136,799	-100.00%
Bellevue Group AG	2,698	0	-2,698	-100.00%
Renasant Bank	11,047	0	-11,047	-100.00%
Stonebridge Capital Advisors LLC	4,500	0	-4,500	-100.00%
Connor Clark & Lunn Investment Management Ltd.	1,128,358	0	-1,128,358	-100.00%
Strategic Global Advisors LLC	20,020	0	-20,020	-100.00%
Eqis Capital Management Inc.	10,680	0	-10,680	-100.00%
Allianz Asset Management GmbH	18,715	0	-18,715	-100.00%
Virtu Financial LLC	50,543	0	-50,543	-100.00%
Nuveen Asset Management LLC	290	0	-290	-100.00%
Asset Dedication LLC	50	0	-50	-100.00%
Neuberger Berman Group LLC	10,643	0	-10,643	-100.00%
Silvercrest Asset Management Group LLC	186,835	0	-186,835	-100.00%
The Manufacturers Life Insurance Company	1,028,718	0	-1,028,718	-100.00%

See Summary: Institutional Holders of UMC
See Details: Top 10 Hedge Funds Holding UMC

UMC Holdings Changes | www.HoldingsChannel.com