UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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331 hedge funds and large institutions have $4.1B invested in Umpqua Holdings Corp in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 117 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-8
Holders Change %
-2.36%
% of All Funds
7.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
119
Reduced
117
Closed
47
Calls
$227K
Puts
$4.61M
Net Calls
-$4.38M
Net Calls Change
-$6.83M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$134M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$21.4M
3
RJA
Raymond James & Associates
Florida
$50.1M
4
Allianz Asset Management
Allianz Asset Management
Germany
$39.3M
5
Millennium Management
Millennium Management
New York
$154M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$42.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.9M
3
PP
Paloma Partners
Connecticut
$0
4
Capital World Investors
Capital World Investors
California
$265M
5
Morgan Stanley
Morgan Stanley
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
276
Assured Investment Management
New York
$48K -$1.01M -48,219 -95%
JA
277
JOYN Advisors
Georgia
$44K -$4.14K -200 -9%
GRP
278
Global Retirement Partners
California
$43K -$10.2K -490 -19%
QCG
279
Quadrant Capital Group
Ohio
$40K – – –
PA
280
Parallel Advisors
California
$40K +$21 +1 +0.1%
Parallax Volatility Advisers
281
Parallax Volatility Advisers
California
$40K +$36.8K +1,754 +1,146%
FHB
282
First Hawaiian Bank
Hawaii
$40K +$40K +1,915 New
IFAM
283
Institutional & Family Asset Management
Colorado
$36K -$716 -34 -2%
S
284
SignatureFD
Georgia
$36K – – –
FHA
285
First Horizon Advisors
Tennessee
$31K -$4.01K -198 -11%
CTC
286
Central Trust Company
Missouri
$31K – – –
AIL
287
AGF Investments LLC
Ontario, Canada
$25K -$6.9K -342 -22%
AssetMark Inc
288
AssetMark Inc
California
$23K +$432 +21 +2%
HCM
289
Highlander Capital Management
New Jersey
$21K – – –
PH
290
Pinnacle Holdings
Oklahoma
$20.8K – – –
WAM
291
Wealthspire Advisors (Maryland)
Maryland
$18K -$459 -22 -2%
JCM
292
Jacobi Capital Management
Pennsylvania
$16K – – –
MDCM
293
Morgan Dempsey Capital Management
Wisconsin
$16K +$16K +750 New
TWA
294
TCI Wealth Advisors
Arizona
$15K – – –
AF
295
Allworth Financial
California
$14K +$6.3K +297 +82%
APP
296
Avantax Planning Partners
Iowa
$14K +$14K +661 New
MCA
297
Mercer Capital Advisers
New Jersey
$13K – – –
WAM
298
Watermark Asset Management
California
$13K – – –
LNB
299
Ledyard National Bank
$12K – – –
Bessemer Group
300
Bessemer Group
New Jersey
$12K +$12K +600 New
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12
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