UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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291 hedge funds and large institutions have $3.21B invested in Umpqua Holdings Corp in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 132 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+16
Holders Change %
+5.82%
% of All Funds
7.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
132
Reduced
89
Closed
22
Calls
–
Puts
$176K
Net Calls
-$176K
Net Calls Change
+$283K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$92.5M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$55.2M
3
Millennium Management
3
Millennium Management
New York
$85.6M
4
PIM
4
Perkins Investment Management
Illinois
$62.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$256M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$2.14M
2
KCM
2
Kennedy Capital Management
Missouri
$8.62M
3
SIA
3
Sit Investment Associates
Minnesota
$87K
4
State Street
4
State Street
Massachusetts
$159M
5
VFA
5
Virtus Fund Advisers
Connecticut
$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
276
MSI Financial Services
Massachusetts
$6K +$584 +37 +11%
FM
277
Forward Management
California
$5K – – –
AF
278
Allworth Financial
California
$5K +$45 +3 +0.9%
WCBA
279
Weaver C. Barksdale & Associates
Tennessee
$5K +$946 +60 +23%
CHP
280
Cable Hill Partners
Oregon
$5K +$2.68K +153 +116%
WP
281
WealthPLAN Partners
Nebraska
$4.25K +$4.25K +275 New
ACS
282
Archford Capital Strategies
Illinois
$4K +$4K +208 New
ASN
283
Advisory Services Network
Georgia
$4K +$4K +287 New
HR
284
Howe & Rusling
New York
$3K – – –
IA
285
IFP Advisors
Florida
$3K +$3K +167 New
CHC
286
City Holding Co
West Virginia
$3K +$3K +191 New
MWP
287
MYCIO Wealth Partners
Pennsylvania
$3K +$3K +219 New
SSB
288
Sandy Spring Bank
Maryland
$1K – – –
AT
289
Arden Trust
Delaware
$282 +$2 +126 +0.7%
American Century Companies
290
American Century Companies
Missouri
– -$7.1M -447,615 Closed
MCM
291
Maltese Capital Management
New York
– -$3.01M -190,000 Closed
HAI
292
Hennessy Advisors Inc
California
– -$2.3M -145,000 Closed
ARTA
293
A.R.T. Advisors
New York
– -$809K -51,026 Closed
Capital Fund Management (CFM)
294
Capital Fund Management (CFM)
France
– -$799K -50,408 Closed
HCM
295
Highbridge Capital Management
New York
– -$791K -49,838 Closed
RA
296
Rational Advisors
New York
– -$650K -41,000 Closed
SCA
297
Secor Capital Advisors
New York
– -$496K -31,262 Closed
HighTower Advisors
298
HighTower Advisors
Illinois
– -$358K -22,613 Closed
CCMH
299
Cornerstone Capital Management Holdings
New York
– -$324K -20,416 Closed
GH
300
GAM Holding
Switzerland
– -$301K -19,000 Closed
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