UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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305 hedge funds and large institutions have $4.32B invested in Umpqua Holdings Corp in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 111 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-10
Holders Change %
-3.17%
% of All Funds
7%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
33
Increased
108
Reduced
111
Closed
41
Calls
$972K
Puts
$87K
Net Calls
+$885K
Net Calls Change
-$83K

Top Buyers

1
Millennium Management
Millennium Management
New York
$129M
2
State Street
State Street
Massachusetts
$309M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$25.1M
4
CTA
Carillon Tower Advisers
Florida
$23.4M
5
AllianceBernstein
AllianceBernstein
Tennessee
$114M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$8.76M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$0
3
Capital World Investors
Capital World Investors
California
$287M
4
Prudential Financial
Prudential Financial
New Jersey
$3.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
226
Sciencast Management
New Jersey
$303K +$303K +13,952 New
ZCA
227
Zeke Capital Advisors
Pennsylvania
$298K +$8.45K +394 +3%
WPP
228
Whalerock Point Partners
Rhode Island
$285K +$285K +13,300 New
AIM
229
Aspen Investment Management
Michigan
$274K +$3.21K +150 +1%
LIA
230
LS Investment Advisors
Michigan
$271K -$21.4K -999 -7%
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$267K – – –
WAM
232
World Asset Management
Michigan
$243K -$41.5K -1,935 -15%
RJT
233
Raymond James Trust
Florida
$241K +$6.08K +284 +3%
GKIM
234
GW&K Investment Management
Massachusetts
$239K +$239K +11,150 New
OAM
235
Oppenheimer Asset Management
New York
$231K -$13.9K -649 -6%
Baird Financial Group
236
Baird Financial Group
Wisconsin
$220K -$12.9K -600 -6%
VIA
237
Vident Investment Advisory
Georgia
$220K +$220K +10,039 New
Stifel Financial
238
Stifel Financial
Missouri
$216K +$216K +10,086 New
HighTower Advisors
239
HighTower Advisors
Illinois
$208K -$33.7K -1,577 -14%
TRCT
240
Tower Research Capital (TRC)
New York
$185K +$168K +7,852 +971%
ASN
241
Advisory Services Network
Georgia
$174K -$11K -514 -6%
HNB
242
Huntington National Bank
Ohio
$138K -$2.26K -105 -2%
AF
243
Advisornet Financial
Minnesota
$108K – – –
CIA
244
Cascade Investment Advisors
Oregon
$94.5K – – –
OWA
245
One Wealth Advisors
California
$92K -$8.53K -395 -8%
AAMU
246
Amundi Asset Management US
Massachusetts
$90K +$90K +4,209 New
GRP
247
Global Retirement Partners
California
$73K – – –
JA
248
JOYN Advisors
Georgia
$73K +$73K +3,411 New
PCG
249
Private Capital Group
Connecticut
$66K – – –
SFSIG
250
San Francisco Sentry Investment Group
California
$64K – – –
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