UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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352 hedge funds and large institutions have $3.21B invested in Umpqua Holdings Corp in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 112 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
7.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
152
Reduced
112
Closed
50
Calls
–
Puts
$501K
Net Calls
-$501K
Net Calls Change
-$240K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$132M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$26.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$64.7M
4
GLA
Great Lakes Advisors
Illinois
$14.4M
5
ACB
Aristotle Capital Boston
Massachusetts
$24.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$11.4M
2
Capital World Investors
Capital World Investors
California
$29.5M
3
Principal Financial Group
Principal Financial Group
Iowa
$16.1M
4
KCM
Kennedy Capital Management
Missouri
$7.52M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
251
Stephens Inc
Arkansas
$308K +$54.8K +3,319 +22%
FG
252
FSI Group
Ohio
$302K -$2.18M -132,225 -88%
VAS
253
Vestmark Advisory Solutions
Massachusetts
$289K +$289K +17,510 New
PI
254
PineBridge Investments
New York
$275K -$10.6K -643 -4%
FMT
255
First Mercantile Trust
Tennessee
$274K -$9.92K -600 -3%
PCMC
256
Paragon Capital Management (Colorado)
Colorado
$270K -$2.41K -146 -0.9%
ZCM
257
Zebra Capital Management
Connecticut
$270K +$270K +16,391 New
MWM
258
Merriman Wealth Management
Washington
$262K -$19.2K -1,164 -7%
TCPWM
259
Traverso Chambers Private Wealth Management
California
$261K -$1.19K -72 -0.5%
RFC
260
Regions Financial Corp
Alabama
$261K +$7.89K +477 +3%
Stifel Financial
261
Stifel Financial
Missouri
$250K +$53.6K +3,242 +27%
WPC
262
White Pine Capital
Minnesota
$244K – – –
RJT
263
Raymond James Trust
Florida
$233K +$34.5K +2,092 +17%
BC
264
Brinker Capital
Pennsylvania
$232K -$44.3K -2,679 -16%
Baird Financial Group
265
Baird Financial Group
Wisconsin
$219K +$6.6K +400 +3%
Mariner
266
Mariner
Kansas
$218K +$218K +13,212 New
MAM
267
Meeder Asset Management
Ohio
$216K -$63.3K -3,838 -23%
VF
268
Virtu Financial
New York
$211K -$347K -21,093 -62%
AIM
269
Aspen Investment Management
Michigan
$211K – – –
OAM
270
Oppenheimer Asset Management
New York
$203K -$8.83K -536 -4%
BNP Paribas Asset Management
271
BNP Paribas Asset Management
France
$203K – – –
Zurich Cantonal Bank
272
Zurich Cantonal Bank
Switzerland
$202K -$34.9K -2,112 -15%
LIA
273
LS Investment Advisors
Michigan
$194K -$6.83K -414 -3%
CL
274
CPWM LLC
Washington
$192K +$192K +11,628 New
NIT
275
NumerixS Investment Technologies
British Columbia, Canada
$190K +$28.3K +1,700 +18%
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