UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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239 hedge funds and large institutions have $3.57B invested in Umpqua Holdings Corp in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 111 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+31
Holders Change %
+14.9%
% of All Funds
6.87%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
55
Increased
111
Reduced
51
Closed
24
Calls
$36K
Puts
$48K
Net Calls
-$12K
Net Calls Change
-$47K

Top Buyers

1
THLTP
Thomas H. Lee (THL) Partners
Massachusetts
$417M
2
WP
Warburg Pincus
New York
$388M
3
Capital World Investors
Capital World Investors
California
$138M
4
Vanguard Group
Vanguard Group
Pennsylvania
$217M
5
State Street
State Street
Massachusetts
$188M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
Two Sigma Investments
Two Sigma Investments
New York
$0
3
UOC
UBS O'Connor
Illinois
$0
4
Two Sigma Advisers
Two Sigma Advisers
New York
$0
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$116K +$35.3K +1,980 +44%
Teacher Retirement System of Texas
202
Teacher Retirement System of Texas
Texas
$112K +$40.2K +2,240 +56%
JFGIW
203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$100K +$62.1K +3,475 +164%
TRCT
204
Tower Research Capital (TRC)
New York
$99K +$28.1K +1,564 +40%
OA
205
OFI Advisors
Pennsylvania
$95K -$144K -8,020 -60%
AAM
206
Advisors Asset Management
Colorado
$93K +$93K +5,200 New
BlackRock
207
BlackRock
New York
$87K -$81.7K -4,578 -48%
QT
208
Quantbot Technologies
New York
$79K +$15.4K +865 +24%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$63K – – –
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$44K +$11K +610 +33%
MA
211
MUFG Americas
New York
$36K – – –
IPC
212
Independent Portfolio Consultants
Florida
$32K +$32K +1,762 New
SFSIG
213
San Francisco Sentry Investment Group
California
$30K – – –
Creative Planning
214
Creative Planning
Kansas
$27K +$27K +1,516 New
HCM
215
Highlander Capital Management
New Jersey
$23.6K – – –
CCS
216
Crosspoint Capital Strategies
California
$22K -$6.66K -400 -23%
WTB
217
Washington Trust Bank
Washington
$21K +$21K +1,155 New
PH
218
Pinnacle Holdings
Oklahoma
$19.7K – – –
OIA
219
Optimum Investment Advisors
Illinois
$18K – – –
BRWA
220
B. Riley Wealth Advisors
Florida
$13.4K +$13.4K +750 New
TF
221
Tompkins Financial
New York
$12K – – –
LTFS
222
Ladenburg Thalmann Financial Services
Florida
$12K +$12K +696 New
LNB
223
Ledyard National Bank
$10K – – –
WA
224
WFG Advisors
Texas
$9K – – –
GAM
225
Gemmer Asset Management
California
$8K – – –
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