UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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268 hedge funds and large institutions have $3.67B invested in Umpqua Holdings Corp in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 125 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
7.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
125
Reduced
66
Closed
26
Calls
$5K
Puts
$25K
Net Calls
-$20K
Net Calls Change
+$61K

Top Buyers

1
PIM
1
Perkins Investment Management
Illinois
$83.5M
2
BFA
2
BlackRock Fund Advisors
California
$187M
3
State Street
3
State Street
Massachusetts
$203M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$83.4M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$24.3M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$75.7M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$67.6M
3
Wells Fargo
3
Wells Fargo
California
$33.3M
4
Millennium Management
4
Millennium Management
New York
$84.8M
5
Bank of America
5
Bank of America
North Carolina
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
251
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.68K +$651 +36,180 +9%
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$7K +$88 +5 +1%
FM
253
Forward Management
California
$6K -$273K -15,000 -98%
GAM
254
Gemmer Asset Management
California
$6K – – –
W
255
Wealthfront
California
$6K +$2.29K +133 +62%
FCCM
256
First City Capital Management
Georgia
$5.4K – – –
WCBA
257
Weaver C. Barksdale & Associates
Tennessee
$5K +$460 +24 +10%
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$4.43K – – –
CHP
259
Cable Hill Partners
Oregon
$4K – – –
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
KCPG
261
Kavar Capital Partners Group
Kansas
$4K +$4K +252 New
TFA
262
Transamerica Financial Advisors
Florida
$3K – – –
Simplex Trading
263
Simplex Trading
Illinois
$3K +$2.88K +186 +2,325%
ACS
264
Archford Capital Strategies
Illinois
$2K – – –
Nuveen Asset Management
265
Nuveen Asset Management
Illinois
$1.65K +$61 +3,392 +4%
SSB
266
Sandy Spring Bank
Maryland
$1K +$1K +68 New
ECA
267
Endeavour Capital Advisors
Connecticut
– -$10.2M -595,446 Closed
CIM
268
Calvert Investment Management
Maryland
– -$9.36M -544,591 Closed
HHC
269
Hutchin Hill Capital
New York
– -$4.3M -250,000 Closed
TAM
270
Tocqueville Asset Management
New York
– -$3.94M -229,050 Closed
FCM
271
FJ Capital Management
Virginia
– -$3.38M -197,000 Closed
QI
272
QS Investors
New York
– -$1.62M -94,221 Closed
MCM
273
Mazama Capital Management
Oregon
– -$1.15M -67,023 Closed
CIBC World Market
274
CIBC World Market
Ontario, Canada
– -$553K -32,187 Closed
EMG
275
Ellington Management Group
Connecticut
– -$476K -27,700 Closed
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