UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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352 hedge funds and large institutions have $3.21B invested in Umpqua Holdings Corp in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 112 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
7.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
152
Reduced
112
Closed
50
Calls
–
Puts
$501K
Net Calls
-$501K
Net Calls Change
-$240K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$132M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$26.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$64.7M
4
GLA
Great Lakes Advisors
Illinois
$14.4M
5
ACB
Aristotle Capital Boston
Massachusetts
$24.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$11.4M
2
Capital World Investors
Capital World Investors
California
$29.5M
3
Principal Financial Group
Principal Financial Group
Iowa
$16.1M
4
KCM
Kennedy Capital Management
Missouri
$7.52M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
326
SeaCrest Wealth Management
New York
$9K +$4.27K +254 +90%
FHA
327
First Horizon Advisors
Tennessee
$8K – – –
AIL
328
AGF Investments LLC
Ontario, Canada
$8K +$8K +468 New
VCM
329
Versant Capital Management
Arizona
$7K -$488 -31 -7%
GAM
330
Gemmer Asset Management
California
$7K – – –
AWM
331
Avior Wealth Management
Nebraska
$6K – – –
LC
332
Lindbrook Capital
California
$6K – – –
CIAS
333
Capital Investment Advisory Services
North Carolina
$5K – – –
CAM
334
Cresset Asset Management
Illinois
$5K +$5K +303 New
LWM
335
Liberty Wealth Management
California
$4K -$1.64K -123 -29%
FCA
336
FinTrust Capital Advisors
South Carolina
$4K – – –
AIA
337
Alera Investment Advisors
Illinois
$3K +$3K +161 New
APA
338
American Portfolios Advisors
New York
$2.03K -$16.9K -1,023 -89%
QT
339
Quantamental Technologies
New York
$2K -$238K -15,970 -99%
GI
340
Gradient Investments
Minnesota
$2K – – –
CFD
341
Creative Financial Designs
Indiana
$2K – – –
PFO
342
Pathstone Family Office
New Jersey
$2K – – –
WCM
343
WealthBridge Capital Management
Ohio
$2K – – –
CHP
344
Cable Hill Partners
Oregon
$2K +$27 +2 +1%
Simplex Trading
345
Simplex Trading
Illinois
$1K -$29.1K -2,500 -97%
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
EFSCE
347
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
CAW
348
Cornerstone Advisors (Washington)
Washington
$1K +$368 +28 +58%
PCP
349
Proficio Capital Partners
Massachusetts
$1K +$1K +33 New
CFA
350
Camarda Financial Advisors
Florida
$1K +$1K +34 New
12 13
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