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 $3.39B invested in Umpqua Holdings Corp in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+20
Holders Change %
+6.69%
% of All Funds
5.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
112
Reduced
100
Closed
31
Calls
$1.2M
Puts
$602K
Net Calls
+$593K
Net Calls Change
-$68K

Top Buyers

1
BlackRock
1
BlackRock
New York
$352M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$392M
3
State Street
3
State Street
Massachusetts
$183M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$20.7M
5
KCM
5
Kennedy Capital Management
Missouri
$12.5M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$187M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.93M
3
Charles Schwab
3
Charles Schwab
California
$30.2M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$165M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSC
326
Prentiss Smith & Co
Vermont
– -$348K -23,013 Closed
BC
327
Bridgefront Capital
Texas
– -$266K -17,565 Closed
YIH
328
Y-Intercept (HK)
Hong Kong
– -$239K -15,770 Closed
KAS
329
Kestra Advisory Services
Texas
– -$216K -14,294 Closed
DF
330
Donoghue Forlines
Massachusetts
– -$207K -13,665 Closed
TI
331
Trexquant Investment
Connecticut
– -$177K -11,685 Closed
LIA
332
LS Investment Advisors
Michigan
– -$176K -11,612 Closed
PA
333
Procyon Advisors
Connecticut
– -$174K -11,499 Closed
EFS
334
Essex Financial Services
Connecticut
– -$173K -11,413 Closed
BSW
335
Buckingham Strategic Wealth
Missouri
– -$169K -11,150 Closed
JG
336
Jefferies Group
New York
– -$164K -10,860 Closed
PTC
337
Petrus Trust Company
Texas
– -$154K -10,146 Closed
FCH
338
Freestone Capital Holdings
Washington
– -$63.5K -4,192 Closed
CWA
339
Core Wealth Advisors
Florida
– -$30K -2,000 Closed
NG
340
NWK Group
California
– -$21K -1,400 Closed
CWM
341
Cranbrook Wealth Management
Michigan
– -$13K -844 Closed
BWA
342
Burt Wealth Advisors
Maryland
– -$3K -209 Closed
RCA
343
Ranch Capital Advisors
Florida
– -$2K -179 Closed
VCG
344
Vantage Consulting Group
Virginia
– -$3K -177 Closed
IA
345
IFP Advisors
Florida
– -$2K -138 Closed
PWPS
346
Pinnacle Wealth Planning Services
Ohio
– -$1K -92 Closed
TF
347
Tompkins Financial
New York
– -$1K -51 Closed
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