UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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297 hedge funds and large institutions have $2.05B invested in Umpqua Holdings Corp in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-10
Holders Change %
-3.26%
% of All Funds
6.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
107
Reduced
120
Closed
53
Calls
$624K
Puts
$820K
Net Calls
-$196K
Net Calls Change
+$430K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$49.4M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$38.4M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$94.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$33.5M
5
Macquarie Group
5
Macquarie Group
Australia
$115M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$28.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$34.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$234M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.26M
5
NSGL
5
No Street GP LP
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
Merriman Wealth Management
Washington
– -$154K -14,103 Closed
OSIA
327
O'Shares Investment Advisers
Massachusetts
– -$139K -12,714 Closed
WCM
328
Weld Capital Management
New York
– -$132K -12,112 Closed
APP
329
Avantax Planning Partners
Iowa
– -$125K -11,459 Closed
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
– -$122K -11,176 Closed
PM
331
Parametrica Management
Hong Kong
– -$113K -10,370 Closed
AIM
332
Aigen Investment Management
New York
– -$109K -9,983 Closed
PHK
333
Point72 Hong Kong
Hong Kong
– -$57K -5,237 Closed
CIA
334
Cascade Investment Advisors
Oregon
– -$4.81K -4,415 Closed
PI
335
PEAK6 Investments
Illinois
– -$32K -2,932 Closed
ASN
336
Advisory Services Network
Georgia
– -$15K -1,412 Closed
PH
337
Pinnacle Holdings
Oklahoma
– -$10.9K -1,000 Closed
MCA
338
Mercer Capital Advisers
New Jersey
– -$6K -634 Closed
EI
339
Ellevest Inc
New York
– -$3K -247 Closed
SF
340
Synovus Financial
Georgia
– -$2K -164 Closed
ABC
341
Associated Banc-Corp
Wisconsin
– -$2K -160 Closed
CFGS
342
Concourse Financial Group Securities
Alabama
– -$1K -108 Closed
NFG
343
Next Financial Group
Texas
– -$1K -100 Closed
LWA
344
Lenox Wealth Advisors
New York
– -$1K -99 Closed
SFSIG
345
San Francisco Sentry Investment Group
California
– -$1K -67 Closed
WAP
346
Wealthcare Advisory Partners
Pennsylvania
– -$1K -61 Closed
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