UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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327 hedge funds and large institutions have $3.34B invested in Umpqua Holdings Corp in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+8
Holders Change %
+2.51%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
110
Reduced
115
Closed
29
Calls
$1.07M
Puts
$304K
Net Calls
+$765K
Net Calls Change
+$238K

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33.6M
2
Millennium Management
Millennium Management
New York
$22.3M
3
Renaissance Technologies
Renaissance Technologies
New York
$17.1M
4
Goldman Sachs
Goldman Sachs
New York
$49.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$17.2M

Top Sellers

1
HAM
HoldCo Asset Management
Florida
$11M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.95M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$121M
4
Principal Financial Group
Principal Financial Group
Iowa
$13.9M
5
Northern Trust
Northern Trust
Illinois
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
Montag & Associates
Georgia
$22K – – –
STCOSD
277
Sageworth Trust Company of South Dakota
South Dakota
$19K – – –
PH
278
Pinnacle Holdings
Oklahoma
$18.9K – – –
Bessemer Group
279
Bessemer Group
New Jersey
$18K -$7.79K -411 -30%
HFS
280
Hantz Financial Services
Michigan
$16K – – –
HFM
281
Harvest Fund Management
China
$16K – – –
UB
282
UMB Bank
Missouri
$14K – – –
TWA
283
TCI Wealth Advisors
Arizona
$14K – – –
FCA
284
FinTrust Capital Advisors
South Carolina
$13K – – –
IA
285
IFP Advisors
Florida
$13K +$13K +661 New
CWA
286
Clearview Wealth Advisors
Oregon
$12K -$20.6K -1,130 -63%
CAL
287
Capital Analysts LLC
Pennsylvania
$11K +$112 +6 +1%
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$10K – – –
PCM
289
Peregrine Capital Management
Minnesota
$10K – – –
BWM
290
Baystate Wealth Management
Massachusetts
$10K +$97 +5 +1%
GWS
291
Glassman Wealth Services
Virginia
$8K – – –
BFEC
292
Benjamin F. Edwards & Company
Missouri
$7K – – –
KFP
293
KB Financial Partners
New Jersey
$7K – – –
WPWM
294
Western Pacific Wealth Management
Illinois
$7K – – –
MFC
295
Mechanics Financial Corp
Ohio
$6K – – –
First Manhattan
296
First Manhattan
New York
$6K – – –
ST
297
Sageworth Trust
Pennsylvania
$6K – – –
WT
298
Washington Trust
Rhode Island
$5K -$56 -3 -1%
BWA
299
BDO Wealth Advisors
Florida
$5K – – –
TCWA
300
Ten Capital Wealth Advisors
Washington
$5K – – –
10 11
12
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