UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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335 hedge funds and large institutions have $3.19B invested in Umpqua Holdings Corp in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 136 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-17
Holders Change %
-4.83%
% of All Funds
7.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
115
Reduced
136
Closed
54
Calls
$28K
Puts
$170K
Net Calls
-$142K
Net Calls Change
+$359K

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$240M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$154M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$25.2M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$15.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$121M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$20.7M
2
State Street
2
State Street
Massachusetts
$140M
3
MHI
3
Miller Howard Investments
New York
$0
4
PAM
4
Panagora Asset Management
Massachusetts
$8.24M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$8.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
Merriman Wealth Management
Washington
$2.67K – – –
VCM
327
Versant Capital Management
Arizona
$2K -$2.97K -266 -60%
CFD
328
Creative Financial Designs
Indiana
$2K – – –
EFSCE
329
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
ZB
331
Zions Bancorporation
Utah
$1K – – –
CFA
332
Camarda Financial Advisors
Florida
$1K – – –
KCPG
333
Kavar Capital Partners Group
Kansas
$1K +$1K +45 New
MHI
334
Miller Howard Investments
New York
– -$18M -1,092,777 Closed
KCM
335
Kennedy Capital Management
Missouri
– -$7.52M -455,958 Closed
Mackenzie Financial
336
Mackenzie Financial
Ontario, Canada
– -$3.27M -198,319 Closed
Man Group
337
Man Group
United Kingdom
– -$3.17M -192,298 Closed
AIM
338
Assured Investment Management
New York
– -$3.12M -189,085 Closed
SFI
339
Susquehanna Fundamental Investments
Pennsylvania
– -$2.54M -153,828 Closed
TI
340
Trexquant Investment
Connecticut
– -$2.51M -152,210 Closed
Jacobs Levy Equity Management
341
Jacobs Levy Equity Management
New Jersey
– -$1.93M -116,777 Closed
AIMCA
342
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.78M -108,100 Closed
FM
343
Foster & Motley
Ohio
– -$1.63M -98,887 Closed
OAM
344
Oxford Asset Management
United Kingdom
– -$1.05M -63,867 Closed
BCM
345
Bayesian Capital Management
New York
– -$956K -57,928 Closed
AC
346
Arjuna Capital
North Carolina
– -$852K -51,619 Closed
CAM
347
ClariVest Asset Management
California
– -$806K -48,900 Closed
JG
348
Jefferies Group
New York
– -$783K -47,473 Closed
AI
349
Atom Investors
Texas
– -$669K -40,537 Closed
GIP
350
Greatmark Investment Partners
Georgia
– -$640K -38,800 Closed
12 13
14
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