UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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277 hedge funds and large institutions have $3.36B invested in Umpqua Holdings Corp in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+9
Holders Change %
+3.36%
% of All Funds
7.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
105
Reduced
94
Closed
24
Calls
$57K
Puts
$130K
Net Calls
-$73K
Net Calls Change
-$53K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$106M
2
PIM
2
Perkins Investment Management
Illinois
$97.7M
3
Bank of America
3
Bank of America
North Carolina
$23.4M
4
SCM
4
Sterling Capital Management
North Carolina
$16.8M
5
BIT
5
BlackRock Institutional Trust
California
$135M

Top Sellers

1
SM
1
Stratton Management
Pennsylvania
$0
2
EIP
2
Epoch Investment Partners
New York
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$58.9M
4
Capital World Investors
4
Capital World Investors
California
$204M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jacobs Levy Equity Management
226
Jacobs Levy Equity Management
New Jersey
$163K – – –
HCM
227
Hodges Capital Management
Texas
$163K +$163K +10,000 New
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$156K -$9.02K -550 -5%
IMAS
229
ID Management A/S
Denmark
$133K +$133K +8,136 New
LIA
230
LS Investment Advisors
Michigan
$116K – – –
BF
231
BOK Financial
Oklahoma
$115K +$115K +7,058 New
SOADOR
232
State of Alaska Department of Revenue
Alaska
$114K – – –
RCM
233
Riverhead Capital Management
Delaware
$109K +$109K +6,700 New
KCM
234
Karp Capital Management
California
$106K +$16.2K +1,000 +18%
WTB
235
Washington Trust Bank
Washington
$103K – – –
Creative Planning
236
Creative Planning
Kansas
$101K +$101K +6,172 New
AAM
237
Advisors Asset Management
Colorado
$96K -$6.51K -400 -6%
SIA
238
Sit Investment Associates
Minnesota
$92K +$27.8K +1,700 +43%
JFGIW
239
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$91K – – –
TRCT
240
Tower Research Capital (TRC)
New York
$65K +$65K +3,966 New
TDC
241
Thompson Davis & Co
Virginia
$61K -$16.3K -1,000 -21%
MCM
242
Manchester Capital Management
Vermont
$56K +$56K +3,450 New
PG
243
PEAK6 Group
Illinois
$48K +$48K +2,940 New
Zurich Cantonal Bank
244
Zurich Cantonal Bank
Switzerland
$45K +$33.9K +2,101 +305%
HCM
245
Highlander Capital Management
New Jersey
$32K – – –
NFG
246
Next Financial Group
Texas
$32K – – –
W
247
Wealthfront
California
$25K +$19.4K +1,215 +349%
MA
248
MUFG Americas
New York
$24K -$6.81K -431 -22%
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
HMS
250
Hanseatic Management Services
New Mexico
$18K – – –
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