UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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321 hedge funds and large institutions have $3.18B invested in Umpqua Holdings Corp in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-6
Holders Change %
-1.83%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
111
Reduced
120
Closed
31
Calls
$772K
Puts
$600K
Net Calls
+$172K
Net Calls Change
-$593K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$36.2M
2
VI
Versor Investments
New York
$97.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$203M
4
NAM
Nexpoint Asset Management
Texas
$17.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$14.4M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$70.6M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$44.2M
4
State Street
State Street
Massachusetts
$169M
5
Renaissance Technologies
Renaissance Technologies
New York
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
226
Mariner Independent Advisor Network
Kansas
$251K +$251K +14,874 New
SN
227
Sittner & Nelson
Oregon
$250K – – –
PAMS
228
Pictet Asset Management (Switzerland)
Switzerland
$248K – – –
NC
229
NinePointTwo Capital
California
$244K – – –
WPC
230
White Pine Capital
Minnesota
$241K – – –
II
231
Inspire Investing
Idaho
$212K +$988 +59 +0.5%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$210K +$210K +12,530 New
CIG
233
Cairn Investment Group
Washington
$206K – – –
SCM
234
Shelton Capital Management
Colorado
$205K – – –
CCM
235
Coldstream Capital Management
Washington
$198K -$2.86K -170 -1%
PCMC
236
Paragon Capital Management (Colorado)
Colorado
$193K +$3.55K +211 +2%
URS
237
Utah Retirement Systems
Utah
$190K – – –
PA
238
Profund Advisors
Maryland
$188K -$66.5K -3,963 -26%
RJT
239
Raymond James Trust
Florida
$186K +$186K +11,090 New
MAM
240
Meeder Asset Management
Ohio
$185K -$251 -15 -0.1%
PA
241
Procyon Advisors
Connecticut
$184K -$6.61K -394 -3%
AP
242
Advisor Partners
California
$184K -$6.1K -363 -3%
CPA
243
Cardiff Park Advisors
California
$178K – – –
4WM
244
44 Wealth Management
Oregon
$174K – – –
IA
245
Inspire Advisors
Idaho
$172K +$172K +10,236 New
RIG
246
Roosevelt Investment Group
New York
$168K – – –
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$142K – – –
C
248
Covestor
United Kingdom
$112K +$27.6K +1,655 +33%
HNB
249
Huntington National Bank
Ohio
$111K -$2.58K -153 -2%
SWM
250
SeaCrest Wealth Management
New York
$111K +$111K +6,626 New
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