UMPQ

Umpqua Holdings Corp

Delisted

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

336 hedge funds and large institutions have $3.09B invested in Umpqua Holdings Corp in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 142 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
7.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
111
Reduced
142
Closed
36
Calls
$317K
Puts
$59K
Net Calls
+$258K
Net Calls Change
+$400K
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
301
TCI Wealth Advisors
Arizona
$13K +$3.95K +231 +44%
JCM
302
Jacobi Capital Management
Pennsylvania
$12K
HFM
303
Hartford Financial Management
Connecticut
$12K
MDCM
304
Morgan Dempsey Capital Management
Wisconsin
$12K
Simplex Trading
305
Simplex Trading
Illinois
$12K +$12K +752 New
MCA
306
Mercer Capital Advisers
New Jersey
$10K
SFS
307
Sowell Financial Services
Arkansas
$9K +$9K +530 New
SPIA
308
Steward Partners Investment Advisory
New York
$8K
BCA
309
Berman Capital Advisors
Georgia
$8K
CIA
310
CSat Investment Advisory
Michigan
$8K +$1.14K +70 +17%
GAM
311
Gemmer Asset Management
California
$7K
LC
312
Lindbrook Capital
California
$6K
AWM
313
Avior Wealth Management
Nebraska
$6K
CIAS
314
Capital Investment Advisory Services
North Carolina
$5K
LWM
315
Liberty Wealth Management
California
$5K +$65 +4 +1%
FCA
316
FinTrust Capital Advisors
South Carolina
$4K +$424 +28 +12%
QCG
317
Quadrant Capital Group
Ohio
$4K +$993 +68 +33%
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K +$3K +170 New
TCOV
319
Trust Company of Vermont
Vermont
$3K +$3K +200 New
HGWM
320
Harvest Group Wealth Management
Massachusetts
$3K +$3K +206 New
CFGS
321
Concourse Financial Group Securities
Alabama
$2K -$53.3K -2,880 -96%
GI
322
Gradient Investments
Minnesota
$2K -$9.42K -518 -82%
VCM
323
Versant Capital Management
Arizona
$2K -$557 -39 -22%
CFD
324
Creative Financial Designs
Indiana
$2K
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$2K +$1.47K +69 +276%