UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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319 hedge funds and large institutions have $3.39B invested in Umpqua Holdings Corp in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+20
Holders Change %
+6.69%
% of All Funds
5.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
112
Reduced
100
Closed
31
Calls
$1.2M
Puts
$602K
Net Calls
+$593K
Net Calls Change
-$68K

Top Buyers

1
BlackRock
1
BlackRock
New York
$352M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$392M
3
State Street
3
State Street
Massachusetts
$183M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$20.7M
5
KCM
5
Kennedy Capital Management
Missouri
$12.5M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$187M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.93M
3
Charles Schwab
3
Charles Schwab
California
$30.2M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$165M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$81K +$1.26K +72 +2%
Toronto Dominion Bank
252
Toronto Dominion Bank
Ontario, Canada
$79K -$64.4K -3,668 -45%
CIA
253
Cascade Investment Advisors
Oregon
$77.5K – – –
SFS
254
Sowell Financial Services
Arkansas
$72K -$175K -9,107 -71%
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$72K +$28K +1,603 +64%
Lazard Asset Management
256
Lazard Asset Management
New York
$71K -$2.96M -171,638 -98%
PFGIA
257
Patriot Financial Group Insurance Agency
Massachusetts
$69K +$13K +735 +23%
EFSCE
258
Enterprise Financial Services Corp (EFSC)
Missouri
$64K – – –
PCG
259
Private Capital Group
Connecticut
$63K +$7.45K +424 +13%
CCA
260
Column Capital Advisors
Indiana
$55K -$5.51K -313 -9%
LIM
261
Longfellow Investment Management
Massachusetts
$49K – – –
PA
262
Parallel Advisors
California
$46K +$1.05K +60 +2%
HIA
263
Harbor Investment Advisory
Maryland
$45K – – –
PFBT
264
Parkside Financial Bank & Trust
Missouri
$34K +$3.9K +225 +13%
NFSG
265
Newbridge Financial Services Group
Florida
$32K +$32K +1,802 New
SPIA
266
Steward Partners Investment Advisory
New York
$24.6K +$24.6K +1,400 New
QCG
267
Quadrant Capital Group
Ohio
$24K – – –
Bessemer Group
268
Bessemer Group
New Jersey
$24K +$24K +1,361 New
Fidelity Investments
269
Fidelity Investments
Massachusetts
$23K -$8.08K -465 -26%
S
270
SignatureFD
Georgia
$22K -$5.92K -335 -21%
AF
271
Allworth Financial
California
$21K +$172 +10 +0.8%
Loomis, Sayles & Company
272
Loomis, Sayles & Company
Massachusetts
$18K +$2.49K +143 +16%
PH
273
Pinnacle Holdings
Oklahoma
$17.6K – – –
BCA
274
Berman Capital Advisors
Georgia
$17K – – –
IAIM
275
International Assets Investment Management
Florida
$15K +$3.67K +239 +32%
9 10
11
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