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 $3.63B invested in Umpqua Holdings Corp in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 80 increasing their positions, 128 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
53
Increased
80
Reduced
128
Closed
38
Calls
$1.16M
Puts
$636K
Net Calls
+$527K
Net Calls Change
-$105K

Top Buyers

1
VI
1
Versor Investments
New York
$78.4M
2
MF
2
Magnetar Financial
Illinois
$29.3M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$206M
4
AA
4
AQR Arbitrage
Connecticut
$14.1M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$12.1M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$397M
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
ACM
3
Atlanta Capital Management
Georgia
$179M
4
KCM
4
Kennedy Capital Management
Missouri
$0
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
301
Ellevest Inc
New York
$3K +$1.98K +112 +193%
VCM
302
Versant Capital Management
Arizona
$2K – – –
LC
303
Lindbrook Capital
California
$2K – – –
BAM
304
Bellevue Asset Management
Washington
$2K – – –
BIA
305
Bell Investment Advisors
California
$2K – – –
CWP
306
Concord Wealth Partners
Virginia
$2K – – –
CFD
307
Creative Financial Designs
Indiana
$2K – – –
Group One Trading
308
Group One Trading
Illinois
$2K +$2K +100 New
CA
309
CoreCap Advisors
Michigan
$2K +$2K +100 New
NFG
310
Next Financial Group
Texas
$1K -$246K -13,793 -100%
EBA
311
Eagle Bay Advisors
New York
$1K -$3.97K -155 -80%
CFGS
312
Concourse Financial Group Securities
Alabama
$1K -$139 -10 -12%
SC
313
Schubert & Co
Texas
$1K +$1K +34 New
JWA
314
JFS Wealth Advisors
Pennsylvania
$1K +$1K +70 New
FGAM
315
Financial Gravity Asset Management
Texas
$27 +$26 +36 +1,800%
Holocene Advisors
316
Holocene Advisors
New York
– -$23.2M -1,145,692 Closed
KCM
317
Kennedy Capital Management
Missouri
– -$15.1M -746,860 Closed
FWIA
318
Fort Washington Investment Advisors
Ohio
– -$14.7M -727,629 Closed
Citadel Advisors
319
Citadel Advisors
Florida
– -$14.3M -705,796 Closed
GC
320
Gillson Capital
Illinois
– -$11.4M -563,793 Closed
PFC
321
Phocas Financial Corp
California
– -$8.6M -424,575 Closed
ACL
322
Azora Capital LP
Florida
– -$6.16M -304,044 Closed
EPCA
323
Elizabeth Park Capital Advisors
Ohio
– -$5.57M -274,689 Closed
Ensign Peak Advisors
324
Ensign Peak Advisors
Utah
– -$5.1M -251,912 Closed
TI
325
tru Independence
Oregon
– -$4.88M -240,855 Closed
11 12
13
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