UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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352 hedge funds and large institutions have $3.21B invested in Umpqua Holdings Corp in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 112 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
7.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
152
Reduced
112
Closed
50
Calls
–
Puts
$501K
Net Calls
-$501K
Net Calls Change
-$240K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$132M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$26.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$64.7M
4
GLA
Great Lakes Advisors
Illinois
$14.4M
5
ACB
Aristotle Capital Boston
Massachusetts
$24.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$11.4M
2
Capital World Investors
Capital World Investors
California
$29.5M
3
Principal Financial Group
Principal Financial Group
Iowa
$16.1M
4
KCM
Kennedy Capital Management
Missouri
$7.52M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
301
Migdal Insurance & Financial Holdings
Israel
$34K +$2K +122 +6%
GT
302
Glenmede Trust
Pennsylvania
$29.5K +$428 +25,954 +1%
PGA
303
Premia Global Advisors
Florida
$26K +$26K +1,613 New
CTC
304
Central Trust Company
Missouri
$25K – – –
DWA
305
Dougherty Wealth Advisers
Minnesota
$25K – – –
ST
306
Somerset Trust
Pennsylvania
$24K +$14.7K +886 +157%
AssetMark Inc
307
AssetMark Inc
California
$22K +$723 +43 +3%
AF
308
Allworth Financial
California
$20K – – –
IFAM
309
Institutional & Family Asset Management
Colorado
$19K -$5.86K -357 -24%
SCM
310
Shelton Capital Management
Colorado
$17.2K -$1.03M -16,955 -98%
HCM
311
Highlander Capital Management
New Jersey
$17K – – –
PH
312
Pinnacle Holdings
Oklahoma
$16.5K – – –
PFBT
313
Parkside Financial Bank & Trust
Missouri
$15K +$215 +13 +1%
WAM
314
Wealthspire Advisors (Maryland)
Maryland
$14K -$513 -32 -4%
S
315
SignatureFD
Georgia
$12K -$3K -183 -20%
MDCM
316
Morgan Dempsey Capital Management
Wisconsin
$12K – – –
HFM
317
Hartford Financial Management
Connecticut
$12K – – –
JCM
318
Jacobi Capital Management
Pennsylvania
$12K – – –
AIC
319
Ameritas Investment Company
Nebraska
$12K +$12K +715 New
QCG
320
Quadrant Capital Group
Ohio
$11K -$2.64K -177 -19%
TWA
321
TCI Wealth Advisors
Arizona
$11K -$828 -52 -7%
MCA
322
Mercer Capital Advisers
New Jersey
$10K – – –
BCA
323
Berman Capital Advisors
Georgia
$10K +$1.83K +114 +22%
FNC
324
First National Corp
Massachusetts
$9K – – –
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$9K +$102 +6 +1%
11 12
13
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