UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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335 hedge funds and large institutions have $3.19B invested in Umpqua Holdings Corp in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 136 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-17
Holders Change %
-4.83%
% of All Funds
7.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
115
Reduced
136
Closed
54
Calls
$28K
Puts
$170K
Net Calls
-$142K
Net Calls Change
+$359K

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$240M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$154M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$25.2M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$15.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$121M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$20.7M
2
State Street
2
State Street
Massachusetts
$140M
3
MHI
3
Miller Howard Investments
New York
$0
4
PAM
4
Panagora Asset Management
Massachusetts
$8.24M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$8.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$17K +$8.49K +526 +100%
PFBT
302
Parkside Financial Bank & Trust
Missouri
$16K +$1.09K +66 +7%
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$15K -$40.5K -2,477 -73%
MDCM
304
Morgan Dempsey Capital Management
Wisconsin
$12K – – –
HFM
305
Hartford Financial Management
Connecticut
$12K – – –
JCM
306
Jacobi Capital Management
Pennsylvania
$12K – – –
RWA
307
Redhawk Wealth Advisors
Minnesota
$12K +$12K +742 New
MCA
308
Mercer Capital Advisers
New Jersey
$11K – – –
CFB
309
Cullen/Frost Bankers
Texas
$11K +$11K +650 New
GI
310
Gradient Investments
Minnesota
$10K +$8.25K +518 +471%
TWA
311
TCI Wealth Advisors
Arizona
$9K -$2.73K -161 -23%
BCA
312
Berman Capital Advisors
Georgia
$8K -$1.79K -114 -18%
FHA
313
First Horizon Advisors
Tennessee
$8K – – –
SPIA
314
Steward Partners Investment Advisory
New York
$8K +$8K +500 New
AWM
315
Avior Wealth Management
Nebraska
$7K – – –
GAM
316
Gemmer Asset Management
California
$7K – – –
CIA
317
CSat Investment Advisory
Michigan
$7K +$7K +423 New
MAM
318
Meeder Asset Management
Ohio
$6K -$227K -12,769 -97%
LC
319
Lindbrook Capital
California
$6K – – –
NCM
320
Next Capital Management
New York
$6K +$6K +353 New
CIAS
321
Capital Investment Advisory Services
North Carolina
$5K – – –
LWM
322
Liberty Wealth Management
California
$5K +$50 +3 +1%
FCA
323
FinTrust Capital Advisors
South Carolina
$4K – – –
PCP
324
Proficio Capital Partners
Massachusetts
$4K +$3.49K +226 +685%
QCG
325
Quadrant Capital Group
Ohio
$3K -$7.76K -533 -72%
11 12
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