UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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315 hedge funds and large institutions have $4.19B invested in Umpqua Holdings Corp in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+39
Holders Change %
+14.13%
% of All Funds
7.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
63
Increased
113
Reduced
99
Closed
22
Calls
$1.13M
Puts
$164K
Net Calls
+$968K
Net Calls Change
+$815K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$89.1M
2
SI
2
Scout Investments
Missouri
$34M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$30.3M
4
State Street
4
State Street
Massachusetts
$266M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$54.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.34M
2
Millennium Management
2
Millennium Management
New York
$53.1M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$21.1M
4
Bank of America
4
Bank of America
North Carolina
$41.6M
5
NFA
5
Nationwide Fund Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
301
IFP Advisors
Florida
$4K -$13K -571 -76%
CFD
302
Creative Financial Designs
Indiana
$4K – – –
SWP
303
Stratos Wealth Partners
Ohio
$4K +$4K +215 New
PWM
304
Paulson Wealth Management
Illinois
$3K +$3K +135 New
STA
305
Summit Trail Advisors
New York
$2K +$2K +74 New
SWM
306
SeaCrest Wealth Management
New York
$2K +$2K +85 New
GI
307
Gradient Investments
Minnesota
$2K +$2K +110 New
EFSCE
308
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
VDFA
309
Vickerman & Driscoll Financial Advisors
Washington
$1K +$1K +48 New
TA
310
Townsend & Associates
Colorado
$1K +$1K +51 New
PCG
311
Private Capital Group
Connecticut
$64 +$64 +3,070 New
NFA
312
Nationwide Fund Advisors
Ohio
– -$14.2M -727,102 Closed
BCPEM
313
Bain Capital Public Equity Management
Massachusetts
– -$13.5M -693,640 Closed
Balyasny Asset Management
314
Balyasny Asset Management
Illinois
– -$9.78M -501,071 Closed
LG
315
Leuthold Group
Minnesota
– -$3.41M -174,628 Closed
PCM
316
Palouse Capital Management
Washington
– -$3.23M -165,464 Closed
CC
317
Carlson Capital
Texas
– -$2.93M -150,000 Closed
Two Sigma Advisers
318
Two Sigma Advisers
New York
– -$1.76M -90,020 Closed
MC
319
Menta Capital
California
– -$1.46M -74,619 Closed
RJFSA
320
Raymond James Financial Services Advisors
Florida
– -$665K -34,082 Closed
LCM
321
Laurion Capital Management
New York
– -$607K -31,100 Closed
PP
322
Paloma Partners
Connecticut
– -$593K -30,390 Closed
HI
323
HBK Investments
Texas
– -$525K -26,900 Closed
SI
324
SII Investments
Wisconsin
– -$481K -24,545 Closed
PAM
325
Paradigm Asset Management
New York
– -$478K -24,500 Closed
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