UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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304 hedge funds and large institutions have $3.61B invested in Umpqua Holdings Corp in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 111 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-15
Holders Change %
-4.7%
% of All Funds
5.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
107
Reduced
111
Closed
43
Calls
$1.19M
Puts
$717K
Net Calls
+$477K
Net Calls Change
-$116K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$245M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$43.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.9M
4
State Street
4
State Street
Massachusetts
$211M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$426M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$155M
3
Millennium Management
3
Millennium Management
New York
$1.91M
4
SSA
4
Schonfeld Strategic Advisors
New York
$6.66M
5
BlackRock
5
BlackRock
New York
$359M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
276
American International Group
New York
$9.04K -$214 -11,583 -2%
IPW
277
IronBridge Private Wealth
Texas
$8K – – –
GWM
278
Geneos Wealth Management
Colorado
$7K -$3.71K -200 -35%
KFP
279
KB Financial Partners
New Jersey
$7K -$1.43K -77 -17%
BFEC
280
Benjamin F. Edwards & Company
Missouri
$7K – – –
GWS
281
Glassman Wealth Services
Virginia
$7K – – –
First Manhattan
282
First Manhattan
New York
$6K – – –
TCWA
283
Ten Capital Wealth Advisors
Washington
$6K – – –
WT
284
Washington Trust
Rhode Island
$5K -$74 -4 -1%
BWA
285
BDO Wealth Advisors
Florida
$5K – – –
WT
286
Whittier Trust
California
$5K – – –
BWM
287
BerganKDV Wealth Management
Minnesota
$5K +$41 +2 +0.8%
GAM
288
Gemmer Asset Management
California
$4K – – –
WTC
289
WhitTier Trust Company
Nevada
$3K – – –
CFGS
290
Concourse Financial Group Securities
Alabama
$2K – – –
CFD
291
Creative Financial Designs
Indiana
$2K – – –
BAM
292
Bellevue Asset Management
Washington
$2K – – –
NFG
293
Next Financial Group
Texas
$2K – – –
LC
294
Lindbrook Capital
California
$2K – – –
CWP
295
Concord Wealth Partners
Virginia
$2K – – –
VCM
296
Versant Capital Management
Arizona
$2K – – –
HI
297
Harbour Investments
Wisconsin
$2K +$36 +2 +2%
EI
298
Ellevest Inc
New York
$1K – – –
Nisa Investment Advisors
299
Nisa Investment Advisors
Missouri
$980 -$295 -16,000 -23%
Arrowstreet Capital
300
Arrowstreet Capital
Massachusetts
– -$29.9M -1,704,219 Closed
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