UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

Back to rankings

299 hedge funds and large institutions have $2.92B invested in Umpqua Holdings Corp in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+22
Holders Change %
+7.94%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
53
Increased
100
Reduced
103
Closed
30
Calls
$992K
Puts
$331K
Net Calls
+$661K
Net Calls Change
+$624K

Top Buyers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$21.8M
2
State Street
2
State Street
Massachusetts
$142M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$40.1M
4
SSA
4
Schonfeld Strategic Advisors
New York
$13.9M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$131M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$15M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$53.7M
4
ACB
4
Aristotle Capital Boston
Massachusetts
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$93.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
226
Essex Financial Services
Connecticut
$173K +$11.5K +758 +7%
URS
227
Utah Retirement Systems
Utah
$173K +$173K +11,400 New
BSW
228
Buckingham Strategic Wealth
Missouri
$169K +$169K +11,150 New
AP
229
Advisor Partners
California
$166K +$9.91K +656 +6%
JG
230
Jefferies Group
New York
$164K +$164K +10,860 New
4WM
231
44 Wealth Management
Oregon
$157K +$157K +10,396 New
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$156K – – –
PTC
233
Petrus Trust Company
Texas
$154K +$154K +10,146 New
FQ
234
First Quadrant
California
$136K – – –
FMT
235
First Mercantile Trust
Tennessee
$133K -$22.7K -1,500 -15%
Toronto Dominion Bank
236
Toronto Dominion Bank
Ontario, Canada
$124K +$124K +8,165 New
HNB
237
Huntington National Bank
Ohio
$102K – – –
HCM
238
Highlander Capital Management
New Jersey
$91K – – –
CWA
239
Clearview Wealth Advisors
Oregon
$78K +$78K +5,139 New
CI Investments Inc
240
CI Investments Inc
Ontario, Canada
$69K +$14.9K +980 +27%
CIA
241
Cascade Investment Advisors
Oregon
$66.8K +$66.8K +4,415 New
MAM
242
Meeder Asset Management
Ohio
$65K +$6.93K +455 +12%
FCH
243
Freestone Capital Holdings
Washington
$63.5K – – –
EFSCE
244
Enterprise Financial Services Corp (EFSC)
Missouri
$55K +$5.05K +333 +10%
CCA
245
Column Capital Advisors
Indiana
$52K -$2.28K -151 -4%
PCG
246
Private Capital Group
Connecticut
$48K -$13.3K -875 -22%
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$48K +3,181 New
LIM
248
Longfellow Investment Management
Massachusetts
$43K +$43K +2,792 New
PA
249
Parallel Advisors
California
$39K +$4.57K +302 +13%
HIA
250
Harbor Investment Advisory
Maryland
$39K +$12K +795 +44%
8 9
10
11 12