UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

Back to rankings

352 hedge funds and large institutions have $3.21B invested in Umpqua Holdings Corp in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 112 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
7.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
152
Reduced
112
Closed
50
Calls
–
Puts
$501K
Net Calls
-$501K
Net Calls Change
-$240K

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$132M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$26.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$64.7M
4
GLA
4
Great Lakes Advisors
Illinois
$14.4M
5
ACB
5
Aristotle Capital Boston
Massachusetts
$24.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.4M
2
Capital World Investors
2
Capital World Investors
California
$29.5M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$16.1M
4
KCM
4
Kennedy Capital Management
Missouri
$7.52M
5
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
176
Cozad Asset Management
Illinois
$938K +$6.76K +410 +0.7%
Verition Fund Management
177
Verition Fund Management
Connecticut
$927K +$927K +56,175 New
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$911K +$206K +12,330 +29%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$894K -$25.4K -1,537 -3%
KeyBank National Association
180
KeyBank National Association
Ohio
$891K +$163K +9,875 +22%
SOADOR
181
State of Alaska Department of Revenue
Alaska
$876K +$6.28K +381 +0.7%
AC
182
Arjuna Capital
North Carolina
$852K +$852K +51,619 New
ICM
183
IMS Capital Management
Oregon
$844K -$62.9K -3,808 -7%
MWC
184
MBM Wealth Consultants
Missouri
$831K -$16.5K -1,002 -2%
GHCM
185
Glen Harbor Capital Management
California
$820K +$39.8K +2,414 +5%
ECM
186
ETrade Capital Management
Virginia
$811K +$811K +49,157 New
ANTB
187
AMG National Trust Bank
Colorado
$810K -$4.09K -248 -0.5%
CAM
188
ClariVest Asset Management
California
$806K -$1.26M -76,200 -61%
QIM
189
Quantitative Investment Management
Virginia
$800K -$464K -28,100 -37%
JG
190
Jefferies Group
New York
$783K +$238K +14,439 +44%
ProShare Advisors
191
ProShare Advisors
Maryland
$765K +$70.9K +4,298 +10%
AAM
192
Advisors Asset Management
Colorado
$738K -$142K -8,605 -16%
NMERB
193
New Mexico Educational Retirement Board
New Mexico
$736K – – –
AB
194
Amalgamated Bank
New York
$727K +$15.7K +950 +2%
SAM
195
Shell Asset Management
Netherlands
$726K – – –
TPA
196
Trivium Point Advisory
Connecticut
$726K +$555K +33,645 +325%
NGA
197
Naples Global Advisors
Florida
$710K +$79.7K +4,825 +13%
URS
198
Utah Retirement Systems
Utah
$683K +$9.85K +597 +1%
State of Wisconsin Investment Board
199
State of Wisconsin Investment Board
Wisconsin
$676K -$19.1K -1,160 -3%
MCIM
200
Meadow Creek Investment Management
Georgia
$675K +$32.8K +1,988 +5%
6 7
8
9 10