UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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307 hedge funds and large institutions have $2.08B invested in Umpqua Holdings Corp in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 104 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-22
Holders Change %
-6.69%
% of All Funds
6.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
120
Reduced
104
Closed
57
Calls
$574K
Puts
$1.2M
Net Calls
-$626K
Net Calls Change
-$685K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$49.8M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$16.4M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$11.8M
4
Macquarie Group
4
Macquarie Group
Australia
$106M
5
GC
5
Gillson Capital
Illinois
$9.33M

Top Sellers

1
HCM
1
Hamlin Capital Management
New York
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7K
4
BlackRock
4
BlackRock
New York
$213M
5
EC
5
EJF Capital
Virginia
$4.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
226
Piedmont Investment Advisors
North Carolina
$181K +$11 +1 +0%
SCM
227
Shelton Capital Management
Colorado
$171K -$7.65K -701 -4%
DCM
228
Dupont Capital Management
Delaware
$170K -$50.1K -4,598 -23%
PA
229
Procyon Advisors
Connecticut
$160K +$58K +5,331 +57%
OAM
230
Oppenheimer Asset Management
New York
$157K -$9.01K -829 -5%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$156K – – –
MWM
232
Merriman Wealth Management
Washington
$154K – – –
Baird Financial Group
233
Baird Financial Group
Wisconsin
$151K +$2.28K +210 +2%
WPC
234
White Pine Capital
Minnesota
$148K – – –
OSIA
235
O'Shares Investment Advisers
Massachusetts
$139K -$12.5K -1,140 -8%
Rafferty Asset Management
236
Rafferty Asset Management
New York
$138K -$321K -29,587 -70%
CIG
237
Cairn Investment Group
Washington
$138K – – –
WCM
238
Weld Capital Management
New York
$132K +$132K +12,112 New
FCBT
239
First Citizens Bank & Trust
North Carolina
$127K +$3.21K +294 +3%
APP
240
Avantax Planning Partners
Iowa
$125K +$125K +11,459 New
LIA
241
LS Investment Advisors
Michigan
$122K – – –
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$122K +$2.26K +207 +2%
KMWM
243
Keudell/Morrison Wealth Management
Oregon
$119K +$763 +70 +0.6%
PM
244
Parametrica Management
Hong Kong
$113K +$113K +10,370 New
AIM
245
Aigen Investment Management
New York
$109K +$109K +9,981 +499,050%
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$97K +$76.1K +7,011 +365%
Simplex Trading
247
Simplex Trading
Illinois
$94K +$73.9K +6,805 +367%
HNB
248
Huntington National Bank
Ohio
$74K +$18.2K +1,668 +33%
HCM
249
Highlander Capital Management
New Jersey
$65K – – –
PHK
250
Point72 Hong Kong
Hong Kong
$57K -$63.6K -5,843 -53%
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