UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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319 hedge funds and large institutions have $3.39B invested in Umpqua Holdings Corp in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+20
Holders Change %
+6.69%
% of All Funds
5.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
112
Reduced
100
Closed
31
Calls
$1.2M
Puts
$602K
Net Calls
+$593K
Net Calls Change
-$68K

Top Buyers

1
BlackRock
1
BlackRock
New York
$352M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$392M
3
State Street
3
State Street
Massachusetts
$183M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$20.7M
5
KCM
5
Kennedy Capital Management
Missouri
$12.5M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$187M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.93M
3
Charles Schwab
3
Charles Schwab
California
$30.2M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$165M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRC
226
Pearl River Capital
Michigan
$250K -$35.1K -2,002 -12%
QC
227
Quadrature Capital
United Kingdom
$248K +$248K +14,105 New
EVC
228
Eidelman Virant Capital
Missouri
$235K – – –
FCBT
229
First Citizens Bank & Trust
North Carolina
$217K -$3.64K -208 -2%
CIG
230
Cairn Investment Group
Washington
$215K – – –
PWP
231
Principle Wealth Partners
Connecticut
$202K +$202K +11,535 New
URS
232
Utah Retirement Systems
Utah
$200K – – –
MFS
233
Mirabella Financial Services
United Kingdom
$198K +$198K +11,281 New
XT
234
XTX Topco
Cayman Islands
$194K +$194K +11,082 New
AP
235
Advisor Partners
California
$193K -$264 -15 -0.1%
WCM
236
Wedge Capital Management
North Carolina
$192K -$86.7K -4,941 -31%
4WM
237
44 Wealth Management
Oregon
$182K – – –
Mackenzie Financial
238
Mackenzie Financial
Ontario, Canada
$177K +$177K +10,100 New
NICM
239
Neo Ivy Capital Management
New York
$171K +$152K +8,635 +789%
FQ
240
First Quadrant
California
$158K – – –
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$156K – – –
Skandinaviska Enskilda Banken (SEB)
242
Skandinaviska Enskilda Banken (SEB)
Sweden
$147K +$147K +8,400 New
FMT
243
First Mercantile Trust
Tennessee
$146K -$8.42K -480 -5%
PAM
244
Panagora Asset Management
Massachusetts
$138K +$135K +7,684 +4,131%
HNB
245
Huntington National Bank
Ohio
$118K – – –
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$113K -$110K -6,286 -49%
APP
247
Alpha Paradigm Partners
Illinois
$113K +$113K +6,445 New
HCM
248
Highlander Capital Management
New Jersey
$105K – – –
CWA
249
Clearview Wealth Advisors
Oregon
$90K – – –
MAM
250
Meeder Asset Management
Ohio
$87K +$12.3K +701 +16%
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