UMPQ

Umpqua Holdings Corp

Delisted

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

347 hedge funds and large institutions have $3.27B invested in Umpqua Holdings Corp in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+16
Holders Change %
+4.83%
% of All Funds
5.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
50
Increased
125
Reduced
114
Closed
24
Calls
$997K
Puts
$437K
Net Calls
+$560K
Net Calls Change
+$92K
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
326
Concord Wealth Partners
Virginia
$1.73K +$1.73K +97 New
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$1.68K
MRCM
328
M&R Capital Management
New Jersey
$1.66K +$1.66K +93 New
VCM
329
Versant Capital Management
Arizona
$1.62K
CFD
330
Creative Financial Designs
Indiana
$1.54K
MFT
331
Moisand Fitzgerald Tamayo
Florida
$1.52K +$571 +32 +60%
BWM
332
BerganKDV Wealth Management
Minnesota
$1.4K -$3.14K -177 -69%
CS
333
Comerica Securities
Michigan
$1.27K +$1.27K +71 New
FCA
334
FinTrust Capital Advisors
South Carolina
$1.23K -$10.9K -613 -90%
CFGS
335
Concourse Financial Group Securities
Alabama
$1.14K -$357 -20 -24%
SIC
336
SJS Investment Consulting
Ohio
$1.14K +$553 +31 +94%
CAM
337
ClariVest Asset Management
California
$1K +$1K +81 New
CTC
338
Central Trust Company
Missouri
$946
WT
339
Washington Trust
Rhode Island
$910 -$2.75K -154 -75%
DI
340
Disciplined Investments
Oklahoma
$803 +$18 +1 +2%
BWA
341
BDO Wealth Advisors
Florida
$482 -$4.61K -258 -91%
ME
342
McIlrath & Eck
Washington
$411
BAAM
343
Baker Avenue Asset Management
California
$411 +$411 +23 New
BFA
344
BBJS Financial Advisors
Washington
$123 +$123 +7 New
TWP
345
TFO Wealth Partners
Ohio
$62 +$62 +1 New
Boston Partners
346
Boston Partners
Massachusetts
-$28.7M -1,633,322 Closed
LSV Asset Management
347
LSV Asset Management
Illinois
-$9.74M -569,626 Closed
Assenagon Asset Management
348
Assenagon Asset Management
Luxembourg
-$8.4M -491,256 Closed
SAM
349
Stansberry Asset Management
Texas
-$5.37M -314,021 Closed
PMAM
350
Picton Mahoney Asset Management
Ontario, Canada
-$4.27M -250,000 Closed