UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

Back to rankings

296 hedge funds and large institutions have $3.48B invested in Umpqua Holdings Corp in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 128 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-6
Holders Change %
-1.99%
% of All Funds
7.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
128
Reduced
97
Closed
31
Calls
$33K
Puts
$4.05M
Net Calls
-$4.02M
Net Calls Change
-$4.71M

Top Buyers

1
BlackRock
BlackRock
New York
$433M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$105M
3
State Street
State Street
Massachusetts
$236M
4
First Trust Advisors
First Trust Advisors
Illinois
$31.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$333M

Top Sellers

1
Millennium Management
Millennium Management
New York
$48.5M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
3
PIM
Perkins Investment Management
Illinois
$69.5M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$0
5
SBH
Segall Bryant & Hamill
Illinois
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
276
Ledyard National Bank
$10K – – –
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$9K -$4.64K -252 -34%
Loomis, Sayles & Company
278
Loomis, Sayles & Company
Massachusetts
$9K – – –
HFM
279
Hartford Financial Management
Connecticut
$8K – – –
GAM
280
Gemmer Asset Management
California
$7K – – –
CFD
281
Creative Financial Designs
Indiana
$7K – – –
AWM
282
Avior Wealth Management
Nebraska
$7K +$7K +400 New
GI
283
Gradient Investments
Minnesota
$6K -$350 -19 -6%
AF
284
Allworth Financial
California
$6K +$52 +3 +0.9%
WCBA
285
Weaver C. Barksdale & Associates
Tennessee
$6K +$178 +10 +3%
TRCT
286
Tower Research Capital (TRC)
New York
$5K -$194K -11,579 -97%
BIG
287
Bellwether Investment Group
Tennessee
$5K – – –
IA
288
IFP Advisors
Florida
$4K +$165 +9 +4%
M
289
MOTCO
Texas
$3K +$3K +159 New
ST
290
Somerset Trust
Pennsylvania
$3K +$3K +172 New
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.41K +$2.41K +136 New
HR
292
Howe & Rusling
New York
$2K -$2K -100 -50%
NFG
293
Next Financial Group
Texas
$2K – – –
MAM
294
Meeder Asset Management
Ohio
$2K +$2K +99 New
SPIA
295
Steward Partners Investment Advisory
New York
$1K +$1K +60 New
CRM
296
Cramer Rosenthal McGlynn
Connecticut
– -$39.2M -2,089,697 Closed
PAMU
297
Pictet Asset Management (UK)
United Kingdom
– -$14.6M -776,078 Closed
CAM
298
Cortina Asset Management
Wisconsin
– -$10.6M -567,061 Closed
CIM
299
Calvert Investment Management
Maryland
– -$10.1M -536,831 Closed
ECA
300
Endeavour Capital Advisors
Connecticut
– -$8.74M -465,485 Closed
10 11
12
13 14