UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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327 hedge funds and large institutions have $3.34B invested in Umpqua Holdings Corp in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+8
Holders Change %
+2.51%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
110
Reduced
115
Closed
29
Calls
$1.07M
Puts
$304K
Net Calls
+$765K
Net Calls Change
+$238K

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33.6M
2
Millennium Management
Millennium Management
New York
$22.3M
3
Renaissance Technologies
Renaissance Technologies
New York
$17.1M
4
Goldman Sachs
Goldman Sachs
New York
$49.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$17.2M

Top Sellers

1
HAM
HoldCo Asset Management
Florida
$11M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.95M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$121M
4
Principal Financial Group
Principal Financial Group
Iowa
$13.9M
5
Northern Trust
Northern Trust
Illinois
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
301
BDO Wealth Advisors
Florida
$5K – – –
BWM
302
BerganKDV Wealth Management
Minnesota
$5K +$20 +1 +0.4%
MCC
303
Money Concepts Capital
Florida
$5K +$5K +244 New
Loomis, Sayles & Company
304
Loomis, Sayles & Company
Massachusetts
$4K +$4K +221 New
EI
305
Ellevest Inc
New York
$3K – – –
WTC
306
WhitTier Trust Company
Nevada
$3K – – –
GAM
307
Gemmer Asset Management
California
$3K – – –
VCM
308
Vigilant Capital Management
Maine
$3K – – –
LC
309
Lindbrook Capital
California
$3K +$637 +31 +27%
JWA
310
JFS Wealth Advisors
Pennsylvania
$3K +$1.83K +110 +157%
GIA
311
GHP Investment Advisors
Colorado
$3K +$3K +140 New
QC
312
Quent Capital
New York
$3K +$3K +159 New
VCM
313
Versant Capital Management
Arizona
$2K – – –
BAM
314
Bellevue Asset Management
Washington
$2K – – –
CWP
315
Concord Wealth Partners
Virginia
$2K – – –
CFD
316
Creative Financial Designs
Indiana
$2K – – –
CAM
317
CenterStar Asset Management
Illinois
$2K – – –
CI
318
Cordant Inc
Oregon
$2K +$2K +108 New
CFGS
319
Concourse Financial Group Securities
Alabama
$1K – – –
SC
320
Schubert & Co
Texas
$1K +$128 +5 +15%
DI
321
Disciplined Investments
Oklahoma
$1K +$1K +47 New
CTC
322
Central Trust Company
Missouri
$1K +$1K +53 New
T
323
TCWP
Ohio
$1K +$1K +82 New
FGAM
324
Financial Gravity Asset Management
Texas
$4 – – –
FHC
325
Forest Hill Capital
Arkansas
– -$8.85M -460,000 Closed
11 12
13
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