UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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299 hedge funds and large institutions have $2.92B invested in Umpqua Holdings Corp in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+22
Holders Change %
+7.94%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
53
Increased
100
Reduced
103
Closed
30
Calls
$992K
Puts
$331K
Net Calls
+$661K
Net Calls Change
+$624K

Top Buyers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$21.8M
2
State Street
2
State Street
Massachusetts
$142M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$40.1M
4
SSA
4
Schonfeld Strategic Advisors
New York
$13.9M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$131M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$15M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$53.7M
4
ACB
4
Aristotle Capital Boston
Massachusetts
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$93.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
276
Geneos Wealth Management
Colorado
$6K +$6K +577 New
TCWA
277
Ten Capital Wealth Advisors
Washington
$5K +$5K +335 New
BWM
278
BerganKDV Wealth Management
Minnesota
$4K – – –
BWA
279
BDO Wealth Advisors
Florida
$4K – – –
WT
280
Washington Trust
Rhode Island
$4K +$2.58K +184 +182%
TI
281
tru Independence
Oregon
$3.71K -$132 -8,735 -3%
PAM
282
Panagora Asset Management
Massachusetts
$3K -$324K -20,070 -99%
WTC
283
WhitTier Trust Company
Nevada
$3K – – –
AssetMark Inc
284
AssetMark Inc
California
$3K – – –
GAM
285
Gemmer Asset Management
California
$3K – – –
VCG
286
Vantage Consulting Group
Virginia
$3K +$3K +177 New
BWA
287
Burt Wealth Advisors
Maryland
$3K +$3K +209 New
IA
288
IFP Advisors
Florida
$2K -$116 -8 -5%
RCA
289
Ranch Capital Advisors
Florida
$2K – – –
BAM
290
Bellevue Asset Management
Washington
$2K +$20 +1 +1%
LC
291
Lindbrook Capital
California
$1K – – –
VCM
292
Versant Capital Management
Arizona
$1K – – –
GI
293
Gradient Investments
Minnesota
$1K – – –
CFD
294
Creative Financial Designs
Indiana
$1K – – –
EI
295
Ellevest Inc
New York
$1K +$1K +35 New
TF
296
Tompkins Financial
New York
$1K +$1K +51 New
CFGS
297
Concourse Financial Group Securities
Alabama
$1K +$1K +71 New
PWPS
298
Pinnacle Wealth Planning Services
Ohio
$1K +$1K +92 New
Balyasny Asset Management
299
Balyasny Asset Management
Illinois
– -$21.1M -1,982,402 Closed
ACB
300
Aristotle Capital Boston
Massachusetts
– -$17.8M -1,678,964 Closed
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