UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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335 hedge funds and large institutions have $3.19B invested in Umpqua Holdings Corp in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 136 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-17
Holders Change %
-4.83%
% of All Funds
7.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
115
Reduced
136
Closed
54
Calls
$28K
Puts
$170K
Net Calls
-$142K
Net Calls Change
+$359K

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$240M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$154M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$25.2M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$15.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$121M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$20.7M
2
State Street
2
State Street
Massachusetts
$140M
3
MHI
3
Miller Howard Investments
New York
$0
4
PAM
4
Panagora Asset Management
Massachusetts
$8.24M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$8.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
276
Petrus Trust Company
Texas
$166K -$220K -13,279 -57%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$156K – – –
QT
278
Quantbot Technologies
New York
$142K +$142K +8,600 New
NIT
279
NumerixS Investment Technologies
British Columbia, Canada
$116K -$72.9K -4,400 -39%
HCM
280
Highlander Capital Management
New Jersey
$100K +$83.3K +5,000 +500%
ST
281
Smithfield Trust
Pennsylvania
$91K – – –
TPWA
282
TRUE Private Wealth Advisors
Oregon
$87K +$87K +5,200 New
BNP Paribas Financial Markets
283
BNP Paribas Financial Markets
France
$76.6K -$1.48M -89,377 -95%
CIA
284
Cascade Investment Advisors
Oregon
$73.2K – – –
HNB
285
Huntington National Bank
Ohio
$69K -$23.7K -1,421 -26%
PCG
286
Private Capital Group
Connecticut
$67K -$3.77K -166 -5%
Toronto Dominion Bank
287
Toronto Dominion Bank
Ontario, Canada
$66.1K +$28.5K +3,442 +76%
CFGS
288
Concourse Financial Group Securities
Alabama
$50K +$4.6K +275 +10%
AIL
289
AGF Investments LLC
Ontario, Canada
$43K +$35.3K +2,134 +456%
PA
290
Parallel Advisors
California
$40K -$5.87K -353 -13%
GWM
291
Geneos Wealth Management
Colorado
$36K +$36K +2,210 New
GT
292
Glenmede Trust
Pennsylvania
$28.2K -$1.44K -86,853 -5%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$28K -$47.3K -2,778 -63%
MIFH
294
Migdal Insurance & Financial Holdings
Israel
$25K -$9.39K -565 -27%
DWA
295
Dougherty Wealth Advisers
Minnesota
$25K – – –
CTC
296
Central Trust Company
Missouri
$25K – – –
AssetMark Inc
297
AssetMark Inc
California
$21K -$851 -51 -4%
ASN
298
Advisory Services Network
Georgia
$20K -$16.8K -1,004 -46%
AF
299
Allworth Financial
California
$20K – – –
S
300
SignatureFD
Georgia
$17K +$4.97K +302 +41%
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