UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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276 hedge funds and large institutions have $3.84B invested in Umpqua Holdings Corp in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
6.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
31
Increased
112
Reduced
91
Closed
25
Calls
$368K
Puts
$215K
Net Calls
+$153K
Net Calls Change
+$117K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$71.9M
2
Bank of America
2
Bank of America
North Carolina
$52.6M
3
BCPEM
3
Bain Capital Public Equity Management
Massachusetts
$13.5M
4
American Century Companies
4
American Century Companies
Missouri
$8.82M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$26.8M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$9.78M
2
State Street
2
State Street
Massachusetts
$226M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
GT
5
Glenmede Trust
Pennsylvania
$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
251
Advisory Services Network
Georgia
$22K – – –
HCM
252
Highlander Capital Management
New Jersey
$20K – – –
PH
253
Pinnacle Holdings
Oklahoma
$19.5K – – –
CHP
254
Cable Hill Partners
Oregon
$16K +$20 +1 +0.1%
IA
255
IFP Advisors
Florida
$15K -$964 -48 -6%
JCM
256
Jacobi Capital Management
Pennsylvania
$15K +$15K +753 New
TWA
257
TCI Wealth Advisors
Arizona
$14K – – –
MCA
258
Mercer Capital Advisers
New Jersey
$12K – – –
WAM
259
Watermark Asset Management
California
$12K – – –
LNB
260
Ledyard National Bank
$11K – – –
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$10K +$100 +5 +1%
VCM
262
Versant Capital Management
Arizona
$9K -$14.9K -844 -62%
HFM
263
Hartford Financial Management
Connecticut
$9K – – –
FPFS
264
First Personal Financial Services
North Carolina
$8K -$3.87K -188 -33%
AWM
265
Avior Wealth Management
Nebraska
$8K – – –
GAM
266
Gemmer Asset Management
California
$8K – – –
Loomis, Sayles & Company
267
Loomis, Sayles & Company
Massachusetts
$7K -$7.29K -374 -51%
AF
268
Allworth Financial
California
$7K +$59 +3 +0.9%
WCBA
269
Weaver C. Barksdale & Associates
Tennessee
$7K +$217 +11 +3%
BA
270
Bristlecone Advisors
Washington
$7K +$7K +350 New
PFC
271
Phocas Financial Corp
California
$6K +$6K +310,860 New
CFD
272
Creative Financial Designs
Indiana
$4K -$4.8K -223 -55%
PHK
273
Point72 Hong Kong
Hong Kong
$3K +$3K +157 New
EFSCE
274
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
WPC
275
White Pine Capital
Minnesota
$296 – – –
8 9 10
11
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