UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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305 hedge funds and large institutions have $4.32B invested in Umpqua Holdings Corp in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 111 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-10
Holders Change %
-3.17%
% of All Funds
7%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
33
Increased
108
Reduced
111
Closed
41
Calls
$972K
Puts
$87K
Net Calls
+$885K
Net Calls Change
-$83K

Top Buyers

1
Millennium Management
Millennium Management
New York
$129M
2
State Street
State Street
Massachusetts
$309M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$25.1M
4
CTA
Carillon Tower Advisers
Florida
$23.4M
5
AllianceBernstein
AllianceBernstein
Tennessee
$114M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$8.76M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$0
3
Capital World Investors
Capital World Investors
California
$287M
4
Prudential Financial
Prudential Financial
New Jersey
$3.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
276
First Personal Financial Services
North Carolina
$12K +$1.6K +75 +15%
AIM
277
Assured Investment Management
New York
$12K +$12K +551 New
Simplex Trading
278
Simplex Trading
Illinois
$12K +$12K +572 New
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$11K +$87 +4 +0.8%
VCM
280
Versant Capital Management
Arizona
$10K -$324 -16 -3%
HFM
281
Hartford Financial Management
Connecticut
$10K – – –
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$10K +$1.82K +87 +22%
AW
283
Alpha Windward
Massachusetts
$9K – – –
AWM
284
Avior Wealth Management
Nebraska
$9K – – –
GAM
285
Gemmer Asset Management
California
$9K – – –
BBHC
286
Brown Brothers Harriman & Co
New York
$9K +$9K +433 New
AF
287
Allworth Financial
California
$8K +$67 +3 +0.8%
SWP
288
Stratos Wealth Partners
Ohio
$5K +$23 +1 +0.5%
CFD
289
Creative Financial Designs
Indiana
$4K – – –
IA
290
IFP Advisors
Florida
$4K – – –
CIP
291
Convergence Investment Partners
Florida
$4K +$4K +175 New
Parallax Volatility Advisers
292
Parallax Volatility Advisers
California
$3K -$658K -33,573 -100%
RCAG
293
Rehmann Capital Advisory Group
Michigan
$3K +$3K +118 New
MSTVIM
294
Messner & Smith Theme Value Investment Management
California
$3K +$3K +150 New
GI
295
Gradient Investments
Minnesota
$2K – – –
SWM
296
SeaCrest Wealth Management
New York
$2K – – –
EFSCE
297
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
TA
298
Townsend & Associates
Colorado
$1K – – –
VDFA
299
Vickerman & Driscoll Financial Advisors
Washington
$1K – – –
KCPG
300
Kavar Capital Partners Group
Kansas
$1K +$1K +45 New
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12
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