UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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307 hedge funds and large institutions have $3.91B invested in Umpqua Holdings Corp in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+3
Holders Change %
+0.99%
% of All Funds
5.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
86
Reduced
129
Closed
25
Calls
$1.69M
Puts
$1.05M
Net Calls
+$632K
Net Calls Change
+$155K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$29.5M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.4M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$31.8M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$26.5M
5
Millennium Management
5
Millennium Management
New York
$14M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
State Street
2
State Street
Massachusetts
$212M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$7.89M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$160M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
276
FinTrust Capital Advisors
South Carolina
$14K – – –
CAL
277
Capital Analysts LLC
Pennsylvania
$12K +$125 +6 +1%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$11K -$4.78K -229 -30%
BFEC
279
Benjamin F. Edwards & Company
Missouri
$8K – – –
GWS
280
Glassman Wealth Services
Virginia
$8K – – –
IPW
281
IronBridge Private Wealth
Texas
$8K – – –
DFCM
282
Dark Forest Capital Management
Puerto Rico
$7K -$5.91K -297 -46%
First Manhattan
283
First Manhattan
New York
$7K – – –
HR
284
Howe & Rusling
New York
$6K +$6K +301 New
TCWA
285
Ten Capital Wealth Advisors
Washington
$5K -$1.75K -87 -26%
BWA
286
BDO Wealth Advisors
Florida
$5K – – –
WT
287
Whittier Trust
California
$5K – – –
WT
288
Washington Trust
Rhode Island
$5K – – –
BWM
289
BerganKDV Wealth Management
Minnesota
$5K +$40 +2 +0.8%
GAM
290
Gemmer Asset Management
California
$4K – – –
EBA
291
Eagle Bay Advisors
New York
$4K +$4K +194 New
FF
292
FourThought Financial
Florida
$4K +$4K +207 New
WTC
293
WhitTier Trust Company
Nevada
$3K – – –
BIA
294
Bell Investment Advisors
California
$3K +$3K +127 New
VCM
295
Vigilant Capital Management
Maine
$3K +$3K +166 New
CFGS
296
Concourse Financial Group Securities
Alabama
$2K – – –
VCM
297
Versant Capital Management
Arizona
$2K – – –
BAM
298
Bellevue Asset Management
Washington
$2K – – –
CWP
299
Concord Wealth Partners
Virginia
$2K – – –
CFD
300
Creative Financial Designs
Indiana
$2K – – –
10 11
12
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