UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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296 hedge funds and large institutions have $3.48B invested in Umpqua Holdings Corp in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 128 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-6
Holders Change %
-1.99%
% of All Funds
7.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
128
Reduced
97
Closed
31
Calls
$33K
Puts
$4.05M
Net Calls
-$4.02M
Net Calls Change
-$4.71M

Top Buyers

1
BlackRock
BlackRock
New York
$433M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$105M
3
State Street
State Street
Massachusetts
$236M
4
First Trust Advisors
First Trust Advisors
Illinois
$31.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$333M

Top Sellers

1
Millennium Management
Millennium Management
New York
$48.5M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
3
PIM
Perkins Investment Management
Illinois
$69.5M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$0
5
SBH
Segall Bryant & Hamill
Illinois
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
251
Creative Planning
Kansas
$86K +$2.04K +115 +2%
LCM
252
Legato Capital Management
California
$60K – – –
SIA
253
Sit Investment Associates
Minnesota
$59K – – –
CII
254
Capital International Inc
California
$57K – – –
Simplex Trading
255
Simplex Trading
Illinois
$48K +$48K +2,714 New
PSC
256
Prentiss Smith & Co
Vermont
$47K +$47K +2,675 New
WTB
257
Washington Trust Bank
Washington
$45K – – –
AIL
258
AGF Investments LLC
Ontario, Canada
$43K +$31.5K +1,782 +272%
PA
259
Parallel Advisors
California
$40K -$10.6K -591 -21%
MA
260
MUFG Americas
New York
$36K +$6.45K +360 +22%
CTC
261
Central Trust Company
Missouri
$27K – – –
VCM
262
Versant Capital Management
Arizona
$25K -$1.44K -82 -5%
AssetMark Inc
263
AssetMark Inc
California
$25K +$833 +46 +3%
CBOA
264
Commonwealth Bank of Australia
Australia
$20K +$54 +3 +0.3%
PH
265
Pinnacle Holdings
Oklahoma
$19.5K – – –
HCM
266
Highlander Capital Management
New Jersey
$18K – – –
ASN
267
Advisory Services Network
Georgia
$17K +$17K +985 New
EFSCE
268
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
CHP
269
Cable Hill Partners
Oregon
$14K +$5.66K +326 +68%
BBHC
270
Brown Brothers Harriman & Co
New York
$13K – – –
TWA
271
TCI Wealth Advisors
Arizona
$13K – – –
QCG
272
Quadrant Capital Group
Ohio
$13K – – –
MCA
273
Mercer Capital Advisers
New Jersey
$11K – – –
FPFS
274
First Personal Financial Services
North Carolina
$11K – – –
WAM
275
Watermark Asset Management
California
$11K +$11K +626 New
9 10
11
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