UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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274 hedge funds and large institutions have $3.24B invested in Umpqua Holdings Corp in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 86 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-3
Holders Change %
-1.08%
% of All Funds
7.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
35
Increased
106
Reduced
86
Closed
33
Calls
$33K
Puts
$285K
Net Calls
-$252K
Net Calls Change
-$179K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$51.3M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$14.9M
3
SIA
3
Sit Investment Associates
Minnesota
$15M
4
BIT
4
BlackRock Institutional Trust
California
$142M
5
BFA
5
BlackRock Fund Advisors
California
$176M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$80.6M
2
BTW
2
Boston Trust Walden
Massachusetts
$0
3
VFA
3
Virtus Fund Advisers
Connecticut
$81M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$37.9M
5
GKIM
5
GW&K Investment Management
Massachusetts
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$10K +$98 +6 +1%
First Manhattan
252
First Manhattan
New York
$9K – – –
LNB
253
Ledyard National Bank
$9K – – –
AF
254
Allworth Financial
California
$9K +$77 +5 +0.9%
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8K +475 New
CHP
256
Cable Hill Partners
Oregon
$7K -$1.93K -104 -22%
HFM
257
Hartford Financial Management
Connecticut
$7K – – –
Loomis, Sayles & Company
258
Loomis, Sayles & Company
Massachusetts
$7K +$7K +426 New
Manulife (Manufacturers Life Insurance)
259
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.74K -$8 -526 -0.1%
GAM
260
Gemmer Asset Management
California
$6K – – –
FM
261
Forward Management
California
$5K – – –
FCCM
262
First City Capital Management
Georgia
$4.77K – – –
ACS
263
Archford Capital Strategies
Illinois
$4K – – –
WCBA
264
Weaver C. Barksdale & Associates
Tennessee
$4K – – –
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$3.93K – – –
TFA
266
Transamerica Financial Advisors
Florida
$3K – – –
IA
267
IFP Advisors
Florida
$3K +$3K +171 New
HR
268
Howe & Rusling
New York
$3K +$3K +200 New
PCP
269
Proficio Capital Partners
Massachusetts
$3K +$3K +215 New
Nuveen Asset Management
270
Nuveen Asset Management
Illinois
$1.45K -$10 -633 -0.7%
FHA
271
First Horizon Advisors
Tennessee
$1K -$3.39K -308 -77%
SSB
272
Sandy Spring Bank
Maryland
$1K – – –
MFS
273
MSI Financial Services
Massachusetts
$1K +$860 +74 +617%
BTW
274
Boston Trust Walden
Massachusetts
– -$21.1M -1,294,903 Closed
BMCMI
275
Bryn Mawr Capital Management Inc
Pennsylvania
– -$5.54M -340,065 Closed
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11
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