UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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297 hedge funds and large institutions have $2.05B invested in Umpqua Holdings Corp in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-10
Holders Change %
-3.26%
% of All Funds
6.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
107
Reduced
120
Closed
53
Calls
$624K
Puts
$820K
Net Calls
-$196K
Net Calls Change
+$430K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$49.4M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$16.9M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$15M
4
Goldman Sachs
Goldman Sachs
New York
+$13M
5
Macquarie Group
Macquarie Group
Australia
+$11.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$20.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$9.64M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$8.57M
5
NSGL
No Street GP LP
California
-$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
276
Berman Capital Advisors
Georgia
$5K +$2.05K +209 +70%
TAIM
277
TD Ameritrade Investment Management
Nebraska
$5K +$3.64K +324 +268%
S
278
SignatureFD
Georgia
$5K +$3.18K +328 +175%
AWM
279
Avior Wealth Management
Nebraska
$4K – – –
EFSCE
280
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$931 -90 -24%
TI
281
tru Independence
Oregon
$2.75K -$75 -7,025 -3%
AssetMark Inc
282
AssetMark Inc
California
$2K -$9.74K -1,027 -83%
GAM
283
Gemmer Asset Management
California
$2K -$4.12K -371 -67%
FCA
284
FinTrust Capital Advisors
South Carolina
$2K -$1.52K -114 -43%
RCA
285
Ranch Capital Advisors
Florida
$2K – – –
WTC
286
WhitTier Trust Company
Nevada
$2K – – –
IA
287
IFP Advisors
Florida
$2K – – –
CAW
288
Cornerstone Advisors (Washington)
Washington
$1K -$2.36K -238 -70%
WT
289
Washington Trust
Rhode Island
$1K -$167 -20 -14%
BAM
290
Bellevue Asset Management
Washington
$1K – – –
GI
291
Gradient Investments
Minnesota
$1K – – –
CFD
292
Creative Financial Designs
Indiana
$1K +$1K +86 New
BWM
293
BerganKDV Wealth Management
Minnesota
$1K +$1K +102 New
APA
294
American Portfolios Advisors
New York
$543 – – –
NSGL
295
No Street GP LP
California
– -$6.54M -600,000 Closed
Neuberger Berman Group
296
Neuberger Berman Group
New York
– -$5.97M -547,533 Closed
HA
297
Heartland Advisors
Wisconsin
– -$5.79M -531,088 Closed
SI
298
Scout Investments
Missouri
– -$3.81M -349,134 Closed
GIM
299
Goelzer Investment Management
Indiana
– -$3.17M -290,819 Closed
CTA
300
Carillon Tower Advisers
Florida
– -$2.79M -255,600 Closed
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