UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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315 hedge funds and large institutions have $4.19B invested in Umpqua Holdings Corp in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+39
Holders Change %
+14.13%
% of All Funds
7.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
63
Increased
113
Reduced
99
Closed
22
Calls
$1.13M
Puts
$164K
Net Calls
+$968K
Net Calls Change
+$815K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$89.1M
2
SI
2
Scout Investments
Missouri
$34M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$30.3M
4
State Street
4
State Street
Massachusetts
$266M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$54.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.34M
2
Millennium Management
2
Millennium Management
New York
$53.1M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$21.1M
4
Bank of America
4
Bank of America
North Carolina
$41.6M
5
NFA
5
Nationwide Fund Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
N
226
Natixis
France
$331K -$553K -26,591 -63%
RFC
227
Regions Financial Corp
Alabama
$329K -$196K -9,434 -37%
TAM
228
Tyers Asset Management
Texas
$329K +$77.6K +3,728 +31%
OI
229
Oakbrook Investments
Illinois
$319K +$8.31K +400 +3%
WPC
230
White Pine Capital
Minnesota
$315K – – –
MWM
231
Merriman Wealth Management
Washington
$312K +$77.3K +3,719 +33%
FMT
232
First Mercantile Trust
Tennessee
$311K +$181K +8,720 +139%
PCMC
233
Paragon Capital Management (Colorado)
Colorado
$297K -$270 -13 -0.1%
FCBT
234
First Citizens Bank & Trust
North Carolina
$291K -$77.4K -3,717 -21%
LIA
235
LS Investment Advisors
Michigan
$284K -$66.9K -3,222 -19%
Verition Fund Management
236
Verition Fund Management
Connecticut
$282K +$282K +13,566 New
ZCA
237
Zeke Capital Advisors
Pennsylvania
$281K +$281K +13,502 New
WAM
238
World Asset Management
Michigan
$276K -$18.2K -876 -6%
VF
239
Virtu Financial
New York
$272K +$40.5K +1,947 +18%
BC
240
Brinker Capital
Pennsylvania
$269K +$15.1K +728 +6%
GCA
241
Gideon Capital Advisors
New York
$268K +$37.8K +1,815 +16%
AIM
242
Aspen Investment Management
Michigan
$263K – – –
Zurich Cantonal Bank
243
Zurich Cantonal Bank
Switzerland
$259K +$78.8K +3,792 +44%
Rafferty Asset Management
244
Rafferty Asset Management
New York
$256K +$256K +12,298 New
FRM
245
Fox Run Management
Connecticut
$256K +$256K +12,300 New
HighTower Advisors
246
HighTower Advisors
Illinois
$236K -$12K -574 -5%
RJT
247
Raymond James Trust
Florida
$228K -$9.66K -465 -4%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$226K – – –
OAM
249
Oppenheimer Asset Management
New York
$224K – – –
JPMPWA
250
J.P. Morgan Private Wealth Advisors
California
$210K +$210K +10,114 New
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