UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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275 hedge funds and large institutions have $3.18B invested in Umpqua Holdings Corp in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 124 increasing their positions, 81 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
7.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
33
Increased
124
Reduced
81
Closed
32
Calls
$5K
Puts
$464K
Net Calls
-$459K
Net Calls Change
-$207K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$36.9M
2
GT
Glenmede Trust
Pennsylvania
$20.3M
3
Capital International Investors
Capital International Investors
California
$119M
4
Two Sigma Investments
Two Sigma Investments
New York
$9.68M
5
Vanguard Group
Vanguard Group
Pennsylvania
$250M

Top Sellers

1
PIM
Perkins Investment Management
Illinois
$44.9M
2
Wells Fargo
Wells Fargo
California
$19.6M
3
HA
Heartland Advisors
Wisconsin
$0
4
VFA
Virtus Fund Advisers
Connecticut
$51.2M
5
Millennium Management
Millennium Management
New York
$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
226
GAM Systematic
United Kingdom
$151K -$256K -16,124 -63%
IMAS
227
ID Management A/S
Denmark
$129K – – –
FMT
228
First Mercantile Trust
Tennessee
$125K -$512K -32,150 -80%
LIA
229
LS Investment Advisors
Michigan
$122K +$6.4K +402 +6%
Creative Planning
230
Creative Planning
Kansas
$113K +$9.53K +600 +9%
CG
231
Cutler Group
California
$102K -$77.3K -4,886 -43%
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$102K – – –
WTB
233
Washington Trust Bank
Washington
$82K -$16.2K -1,028 -17%
QI
234
QS Investors
New York
$59K +$59K +3,741 New
PG
235
PEAK6 Group
Illinois
$42K +$42K +2,661 New
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$29K +$21.4K +1,343 +283%
Geode Capital Management
237
Geode Capital Management
Massachusetts
$29K +$1.66K +104,581 +6%
VCM
238
Versant Capital Management
Arizona
$27K -$3.14K -199 -10%
HCM
239
Highlander Capital Management
New Jersey
$27K – – –
GWM
240
Geneos Wealth Management
Colorado
$27K +$27K +1,715 New
MA
241
MUFG Americas
New York
$26K +$9.75K +600 +60%
CTC
242
Central Trust Company
Missouri
$24K – – –
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
PH
244
Pinnacle Holdings
Oklahoma
$17.4K – – –
ACM
245
Armbruster Capital Management
New York
$17K – – –
AssetMark Inc
246
AssetMark Inc
California
$17K +$5.47K +348 +47%
GWM
247
Gupta Wealth Management
California
$16K +$16K +1,012 New
PCP
248
Proficio Capital Partners
Massachusetts
$13K +$9.66K +622 +289%
QCG
249
Quadrant Capital Group
Ohio
$13K +$13K +860 New
TWA
250
TCI Wealth Advisors
Arizona
$12K – – –
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