UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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319 hedge funds and large institutions have $3.39B invested in Umpqua Holdings Corp in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+20
Holders Change %
+6.69%
% of All Funds
5.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
112
Reduced
100
Closed
31
Calls
$1.2M
Puts
$602K
Net Calls
+$593K
Net Calls Change
-$68K

Top Buyers

1
BlackRock
1
BlackRock
New York
$352M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$392M
3
State Street
3
State Street
Massachusetts
$183M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$20.7M
5
KCM
5
Kennedy Capital Management
Missouri
$12.5M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$187M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.93M
3
Charles Schwab
3
Charles Schwab
California
$30.2M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$165M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
301
WhitTier Trust Company
Nevada
$3K – – –
PMFA
302
Plante Moran Financial Advisors
Michigan
$3K +$3K +144 New
NFG
303
Next Financial Group
Texas
$2K -$13.5K -677 -87%
GI
304
Gradient Investments
Minnesota
$2K – – –
CFD
305
Creative Financial Designs
Indiana
$2K – – –
LC
306
Lindbrook Capital
California
$2K – – –
VCM
307
Versant Capital Management
Arizona
$2K – – –
BAM
308
Bellevue Asset Management
Washington
$2K +$20 +1 +1%
EW
309
Evoke Wealth
California
$2K +$2K +87 New
CWP
310
Concord Wealth Partners
Virginia
$2K +$2K +97 New
HI
311
Harbour Investments
Wisconsin
$2K +$2K +109 New
AIC
312
Ameritas Investment Company
Nebraska
$1.97K +$1.97K +112 New
Nisa Investment Advisors
313
Nisa Investment Advisors
Missouri
$1.21K +$134 +7,645 +12%
EI
314
Ellevest Inc
New York
$1K – – –
CFGS
315
Concourse Financial Group Securities
Alabama
$1K +$134 +11 +15%
APWA
316
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +35 New
SWM
317
Spire Wealth Management
Virginia
$1K +$1K +80 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
318
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.92M -193,000 Closed
Bank of Nova Scotia
319
Bank of Nova Scotia
Ontario, Canada
– -$2.85M -187,979 Closed
MSE
320
MUFG Securities EMEA
United Kingdom
– -$1.83M -121,000 Closed
MSA
321
Mason Street Advisors
Wisconsin
– -$1.78M -117,616 Closed
OQS
322
Occudo Quantitative Strategies
Florida
– -$1.6M -105,332 Closed
State of Tennessee, Department of Treasury
323
State of Tennessee, Department of Treasury
Tennessee
– -$1.27M -83,786 Closed
AAMU
324
Amundi Asset Management US
Massachusetts
– -$1.1M -72,340 Closed
Zurich Cantonal Bank
325
Zurich Cantonal Bank
Switzerland
– -$401K -26,506 Closed
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