UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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307 hedge funds and large institutions have $3.91B invested in Umpqua Holdings Corp in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+3
Holders Change %
+0.99%
% of All Funds
5.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
86
Reduced
129
Closed
25
Calls
$1.69M
Puts
$1.05M
Net Calls
+$632K
Net Calls Change
+$155K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$29.5M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.4M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$31.8M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$26.5M
5
Millennium Management
5
Millennium Management
New York
$14M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
State Street
2
State Street
Massachusetts
$212M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$7.89M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$160M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Parallel Advisors
California
$78K +$23.4K +1,157 +43%
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$77K -$2.52K -125 -3%
QCG
253
Quadrant Capital Group
Ohio
$77K +$48.9K +2,403 +174%
S
254
SignatureFD
Georgia
$73K +$38.2K +1,897 +110%
Loomis, Sayles & Company
255
Loomis, Sayles & Company
Massachusetts
$71K -$1.12M -55,360 -94%
SCM
256
Sirios Capital Management
Massachusetts
$59K -$10.9K -537 -16%
HIA
257
Harbor Investment Advisory
Maryland
$52K – – –
CCA
258
Column Capital Advisors
Indiana
$48K -$6.48K -319 -12%
Fidelity Investments
259
Fidelity Investments
Massachusetts
$42K -$15.9K -787 -27%
Lazard Asset Management
260
Lazard Asset Management
New York
$41K -$2.99K -150 -7%
AF
261
Allworth Financial
California
$41K +$16.3K +808 +66%
PFBT
262
Parkside Financial Bank & Trust
Missouri
$39K +$623 +31 +2%
LIM
263
Longfellow Investment Management
Massachusetts
$34K – – –
HFS
264
Hantz Financial Services
Michigan
$29K – – –
ST
265
Sageworth Trust
Pennsylvania
$27K – – –
Bessemer Group
266
Bessemer Group
New Jersey
$27K – – –
HI
267
Harbour Investments
Wisconsin
$25K +$22.7K +1,115 +1,005%
GWM
268
Geneos Wealth Management
Colorado
$23K +$15.5K +781 +207%
APA
269
American Portfolios Advisors
New York
$22.6K +$22.6K +1,114 New
PH
270
Pinnacle Holdings
Oklahoma
$20.3K – – –
FGAM
271
Financial Gravity Asset Management
Texas
$20K +$20K +2 New
BCA
272
Berman Capital Advisors
Georgia
$19K +$19 +1 +0.1%
HFM
273
Harvest Fund Management
China
$17K +$17K +855 New
TWA
274
TCI Wealth Advisors
Arizona
$15K – – –
JCM
275
Jacobi Capital Management
Pennsylvania
$15K – – –
9 10
11
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