UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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250 hedge funds and large institutions have $3.29B invested in Umpqua Holdings Corp in 2014 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+11
Holders Change %
+4.6%
% of All Funds
7.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
33
Increased
116
Reduced
63
Closed
20
Calls
$170K
Puts
$144K
Net Calls
+$26K
Net Calls Change
+$38K

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$99.8M
2
Capital International Investors
2
Capital International Investors
California
$36.1M
3
VFA
3
Virtus Fund Advisers
Connecticut
$61.3M
4
CGT
4
Capital Guardian Trust
California
$32.4M
5
Capital World Investors
5
Capital World Investors
California
$150M

Top Sellers

1
THLTP
1
Thomas H. Lee (THL) Partners
Massachusetts
$259M
2
WP
2
Warburg Pincus
New York
$233M
3
Norges Bank
3
Norges Bank
Norway
$25.4M
4
Wells Fargo
4
Wells Fargo
California
$46.8M
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
51
LMCG Investments
Massachusetts
$14.7M -$678K -41,183 -4%
CNB
52
City National Bank
California
$13.4M +$407K +24,730 +3%
CIP
53
Chartwell Investment Partners
Pennsylvania
$13.2M -$612K -37,150 -4%
TCIM
54
TIAA CREF Investment Management
New York
$12.2M -$317K -19,271 -3%
TIM
55
Thornburg Investment Management
New Mexico
$12M – – –
BGIM
56
Brandywine Global Investment Management
Pennsylvania
$12M +$1.57M +95,247 +15%
GKIM
57
GW&K Investment Management
Massachusetts
$11.3M +$9.99M +606,461 +748%
SFM
58
Systematic Financial Management
New Jersey
$11.3M +$1.59M +96,245 +16%
USAA
59
United Services Automobile Association
Texas
$10.2M +$557K +33,800 +6%
Charles Schwab
60
Charles Schwab
California
$10.1M +$697K +42,326 +7%
NFA
61
Nationwide Fund Advisors
Ohio
$9.89M +$1.46M +88,443 +17%
Marshall Wace
62
Marshall Wace
United Kingdom
$8.52M +$8.17M +495,968 +2,351%
BA
63
BlackRock Advisors
Delaware
$8.3M -$2.88M -175,053 -26%
AIG
64
American International Group
New York
$7.94M +$501K +30,426 +7%
U
65
UBS
Switzerland
$7.84M +$1.23M +74,508 +19%
FCM
66
FJ Capital Management
Virginia
$7.44M – – –
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$7.22M -$1.66M -101,045 -19%
CIM
68
Calvert Investment Management
Maryland
$7.19M +$3.37M +204,538 +88%
Citadel Advisors
69
Citadel Advisors
Florida
$7.17M +$4.82M +292,392 +204%
Goldman Sachs
70
Goldman Sachs
New York
$6.85M +$45K +2,731 +0.7%
AllianceBernstein
71
AllianceBernstein
Tennessee
$6.33M -$10.3M -623,574 -62%
PPA
72
Parametric Portfolio Associates
Washington
$6.12M -$634K -38,484 -9%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$6.08M -$115K -7,000 -2%
RFC
74
Russell Frank Company
Washington
$5.52M -$278K -16,864 -5%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$5.38M +$104K +6,331 +2%
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