Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
308 hedge funds and large institutions have $3.91B invested in Umpqua Holdings Corp in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 129 reducing their positions, and 25 closing their positions.
60% more call options, than puts
Call options by funds: $1.69M | Put options by funds: $1.05M
32% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 25
8% more capital invested
Capital invested by funds: $3.61B → $3.91B (+$301M)
1% more funds holding
Funds holding: 305 → 308 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
33% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$25.7M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$24.9M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$15.4M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$13.3M |
| 5 |
Millennium Management
New York
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$20.9M |
| 2 |
State Street
Boston,
Massachusetts
|
-$19.1M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$15.5M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.09M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$8.83M |
UMPQ Hedge Fund Activity: Q3 2021 in Review
308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q3 2021, worth a combined $3.91B — up 8.3% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new UMPQ positions and 25 closed out — a net gain of 8 holders — while 87 added to existing stakes and 129 trimmed.
The largest buyer was Jacobs Levy Equity Management, adding an estimated $25.7M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $20.9M sold.
- 308 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q3 2021, up from 305 in Q2 2021.
- Funds reported $3.91B of Umpqua Holdings Corp stock for Q3 2021, up 8.3% quarter-over-quarter.
- 33 funds opened new Umpqua Holdings Corp positions in Q3 2021 and 25 closed out, a net change of +8 holders.
- The largest Umpqua Holdings Corp buyer in Q3 2021 was Jacobs Levy Equity Management, an estimated $25.7M added.
- The largest Umpqua Holdings Corp seller in Q3 2021 was Balyasny Asset Management, an estimated $20.9M sold.
Based on aggregated 13F filings for Q3 2021.