UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

UMPQ was delisted on the 28th of February, 2023.

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268 hedge funds and large institutions have $3.67B invested in Umpqua Holdings Corp in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 125 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
7.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
125
Reduced
66
Closed
26
Calls
$5K
Puts
$25K
Net Calls
-$20K
Net Calls Change
+$61K

Top Buyers

1
PIM
1
Perkins Investment Management
Illinois
$83.5M
2
BFA
2
BlackRock Fund Advisors
California
$187M
3
State Street
3
State Street
Massachusetts
$203M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$83.4M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$24.3M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$75.7M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$67.6M
3
Wells Fargo
3
Wells Fargo
California
$33.3M
4
Millennium Management
4
Millennium Management
New York
$84.8M
5
Bank of America
5
Bank of America
North Carolina
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
226
Advisors Asset Management
Colorado
$113K -$5.38K -300 -5%
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K – – –
KCM
228
Karp Capital Management
California
$99K +$17.9K +1,000 +22%
TDC
229
Thompson Davis & Co
Virginia
$85K +$85K +4,750 New
SIA
230
Sit Investment Associates
Minnesota
$71K +$71K +3,925 New
JG
231
Jefferies Group
New York
$62K +$62K +3,436 New
HCM
232
Highlander Capital Management
New Jersey
$36K +$12.5K +700 +53%
MA
233
MUFG Americas
New York
$35K -$19.4K -1,080 -36%
NFG
234
Next Financial Group
Texas
$35K – – –
DekaBank Deutsche Girozentrale
235
DekaBank Deutsche Girozentrale
Germany
$31K – – –
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
PH
237
Pinnacle Holdings
Oklahoma
$19.8K – – –
HMS
238
Hanseatic Management Services
New Mexico
$18K +$18K +1,021 New
PCM
239
Prelude Capital Management
New York
$17K +$17K +950 New
TF
240
Tompkins Financial
New York
$16K – – –
Zurich Cantonal Bank
241
Zurich Cantonal Bank
Switzerland
$12K – – –
LNB
242
Ledyard National Bank
$11K – – –
MCA
243
Mercer Capital Advisers
New Jersey
$11K – – –
IWM
244
Integrated Wealth Management
California
$11K – – –
GWM
245
Gupta Wealth Management
California
$11K +$11K +598 New
WEC
246
Winslow Evans & Crocker
Massachusetts
$10.5K +$10.5K +582 New
First Manhattan
247
First Manhattan
New York
$10K – – –
AF
248
Allworth Financial
California
$10K +$87 +5 +0.9%
FHA
249
First Horizon Advisors
Tennessee
$8K -$1.39K -85 -15%
HFM
250
Hartford Financial Management
Connecticut
$8K +$8K +500 New
8 9
10
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