UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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291 hedge funds and large institutions have $3.21B invested in Umpqua Holdings Corp in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 132 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+16
Holders Change %
+5.82%
% of All Funds
7.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
132
Reduced
89
Closed
22
Calls
–
Puts
$176K
Net Calls
-$176K
Net Calls Change
+$283K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$92.5M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$55.2M
3
Millennium Management
3
Millennium Management
New York
$85.6M
4
PIM
4
Perkins Investment Management
Illinois
$62.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$256M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$2.14M
2
KCM
2
Kennedy Capital Management
Missouri
$8.62M
3
SIA
3
Sit Investment Associates
Minnesota
$87K
4
State Street
4
State Street
Massachusetts
$159M
5
VFA
5
Virtus Fund Advisers
Connecticut
$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
26
Cambiar Investors
Colorado
$32.5M -$2.46M -159,122 -7%
Bank of America
27
Bank of America
North Carolina
$30.5M +$2.26M +146,122 +8%
GT
28
Glenmede Trust
Pennsylvania
$29.9M +$10.1M +653,050 +51%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$29.4M +$1.09M +70,774 +4%
Principal Financial Group
30
Principal Financial Group
Iowa
$23.9M +$1.98M +127,705 +9%
CGT
31
Capital Guardian Trust
California
$23.9M -$3.04M -196,612 -11%
SAM
32
Skyline Asset Management
Illinois
$23M – – –
BIM
33
BlackRock Investment Management
Delaware
$22.5M +$1.47M +95,083 +7%
EAM
34
Edge Asset Management
Washington
$22.2M +$3.49M +225,432 +19%
RCAMU
35
Rothschild & Co Asset Management US
Connecticut
$21.5M +$2.03M +131,176 +10%
VLKIM
36
Van Lanschot Kempen Investment Management
Netherlands
$19.9M -$1.7M -109,664 -8%
Goldman Sachs
37
Goldman Sachs
New York
$19.8M -$4.23M -273,411 -18%
William Blair Investment Management
38
William Blair Investment Management
Illinois
$18.8M -$400K -25,882 -2%
Charles Schwab
39
Charles Schwab
California
$17.5M +$517K +33,391 +3%
M&T Bank
40
M&T Bank
New York
$17.3M +$1.41M +91,267 +9%
CAM
41
Cortina Asset Management
Wisconsin
$16.3M +$1.03M +66,459 +7%
TA
42
Teachers Advisors
New York
$15.9M -$5.13M -331,391 -24%
Prudential Financial
43
Prudential Financial
New Jersey
$15.9M +$3.83M +247,520 +32%
SCM
44
Sterling Capital Management
North Carolina
$15.1M -$954K -61,665 -6%
TCIM
45
TIAA CREF Investment Management
New York
$14.5M -$274K -17,712 -2%
CB
46
Cooke & Bieler
Pennsylvania
$13.6M +$73.6K +4,760 +0.5%
Wells Fargo
47
Wells Fargo
California
$12.8M -$6.3M -407,027 -33%
ECA
48
Endeavour Capital Advisors
Connecticut
$12.8M +$931K +60,166 +8%
DADC
49
D.A. Davidson & Co
Montana
$12.6M -$2.3M -148,608 -15%
DIA
50
Denver Investment Advisors
Colorado
$11.7M +$11.7M +754,854 New
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