UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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352 hedge funds and large institutions have $3.21B invested in Umpqua Holdings Corp in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 112 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
7.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
152
Reduced
112
Closed
50
Calls
–
Puts
$501K
Net Calls
-$501K
Net Calls Change
-$240K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$132M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$26.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$64.7M
4
GLA
Great Lakes Advisors
Illinois
$14.4M
5
ACB
Aristotle Capital Boston
Massachusetts
$24.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$11.4M
2
Capital World Investors
Capital World Investors
California
$29.5M
3
Principal Financial Group
Principal Financial Group
Iowa
$16.1M
4
KCM
Kennedy Capital Management
Missouri
$7.52M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
276
Gideon Capital Advisors
New York
$186K -$73K -4,412 -28%
PAS
277
Park Avenue Securities
New York
$183K +$183K +10,717 New
KMWM
278
Keudell/Morrison Wealth Management
Oregon
$179K +$179K +10,848 New
WAM
279
World Asset Management
Michigan
$171K +$1.23K +74 +0.7%
SXL
280
Summit X LLC
Missouri
$169K +$169K +10,560 New
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$156K +$156K +8,424 +49,553%
BBHC
282
Brown Brothers Harriman & Co
New York
$148K +$148K +8,950 New
IUHSA
283
Itau Unibanco Holding S.A.
Brazil
$129K – – –
FHB
284
First Hawaiian Bank
Hawaii
$123K +$19.1K +1,157 +18%
HNB
285
Huntington National Bank
Ohio
$92K -$265 -16 -0.3%
ST
286
Smithfield Trust
Pennsylvania
$91K +$91K +5,489 New
JIM
287
Jupiter Investment Management
United Kingdom
$90K +$90K +5,498 New
BMM
288
Buffington Mohr McNeal
Idaho
$87K +$87K +5,263 New
AF
289
Advisornet Financial
Minnesota
$83K – – –
PRC
290
Pearl River Capital
Michigan
$76K +$71K +4,304 +1,435%
Toronto Dominion Bank
291
Toronto Dominion Bank
Ontario, Canada
$75K +$5.67K +343 +8%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$74K +$68.9K +4,116 +1,345%
CIA
293
Cascade Investment Advisors
Oregon
$72.8K – – –
OWA
294
One Wealth Advisors
California
$63K +$63K +3,822 New
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$56K +$56K +3,394 New
PCG
296
Private Capital Group
Connecticut
$52K +$2.29K +137 +5%
PA
297
Parallel Advisors
California
$46K -$4.54K -272 -9%
CFGS
298
Concourse Financial Group Securities
Alabama
$45K +$22.1K +1,333 +97%
ASN
299
Advisory Services Network
Georgia
$37K -$23.5K -1,393 -39%
MA
300
MUFG Americas
New York
$37K +$37K +2,225 New
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