UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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301 hedge funds and large institutions have $2.97B invested in Umpqua Holdings Corp in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 134 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+10
Holders Change %
+3.44%
% of All Funds
8.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
134
Reduced
103
Closed
17
Calls
–
Puts
$721K
Net Calls
-$721K
Net Calls Change
-$545K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$80.2M
2
PIM
Perkins Investment Management
Illinois
$81.6M
3
Two Sigma Investments
Two Sigma Investments
New York
$17.6M
4
DIA
Denver Investment Advisors
Colorado
$24.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$261M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$68.6M
2
Macquarie Group
Macquarie Group
Australia
$49.3M
3
VFA
Virtus Fund Advisers
Connecticut
$0
4
FHC
Forest Hill Capital
Arkansas
$6.16M
5
BIT
BlackRock Institutional Trust
California
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
201
FDx Advisors
Illinois
$413K -$58.3K -3,869 -12%
AB
202
Amalgamated Bank
New York
$413K +$511 +34 +0.1%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$411K +$40.4K +2,691 +11%
CPA
204
Capital Planning Advisors
California
$409K – – –
MIM
205
Montgomery Investment Management
Maryland
$408K +$22.9K +1,520 +6%
SAM
206
Securian Asset Management
Minnesota
$403K +$1.5K +100 +0.4%
SI
207
SII Investments
Wisconsin
$401K +$1.72K +114 +0.4%
SCM
208
Stevens Capital Management
Pennsylvania
$401K +$247K +16,397 +160%
RJFSA
209
Raymond James Financial Services Advisors
Florida
$397K +$78K +5,182 +24%
JHIU
210
Janus Henderson Investors US
Colorado
$381K – – –
CGH
211
Crossmark Global Holdings
Texas
$373K +$373K +19,102 New
NGA
212
Naples Global Advisors
Florida
$361K +$39.1K +2,600 +12%
ARTA
213
A.R.T. Advisors
New York
$361K +$361K +24,000 New
FCBT
214
First Citizens Bank & Trust
North Carolina
$360K +$45.8K +3,036 +15%
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$353K -$112K -7,410 -24%
HSBC Holdings
216
HSBC Holdings
United Kingdom
$345K -$1.64K -109 -0.5%
SCM
217
Shelton Capital Management
Colorado
$337K -$241 -16 -0.1%
Tudor Investment Corp
218
Tudor Investment Corp
Connecticut
$333K +$122K +8,100 +58%
IAM
219
ICM Asset Management
Washington
$330K -$17.4K -1,155 -5%
AG
220
Advisor Group
Arizona
$322K +$63.1K +4,198 +24%
JG
221
Jefferies Group
New York
$304K +$304K +20,206 New
CCM
222
Coldstream Capital Management
Washington
$303K -$1.95M -129,503 -87%
CG
223
Clinton Group
New York
$303K -$1.6M -106,505 -84%
BUB
224
BBVA USA Bancshares
Texas
$299K +$116K +7,697 +63%
Pacer Advisors
225
Pacer Advisors
Pennsylvania
$279K +$23.4K +1,560 +9%
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