We are live on ! Find out more
UMPQ

Umpqua Holdings Corp

Delisted

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

300 hedge funds and large institutions have $2.92B invested in Umpqua Holdings Corp in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 101 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $992K | Put options by funds: $331K

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

44% more capital invested

Capital invested by funds: $2.03B → $2.92B (+$891M)

8% more funds holding

Funds holding: 278300 (+22)

2% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 103

Holders
300
Holders Change
+22
Holders Change %
+7.91%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
101
Reduced
103
Closed
30
Calls
$992K
Puts
$331K
Net Calls
+$661K
Net Calls Change
+$624K
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
201
Teacher Retirement System of Texas
Texas
$306K +$103K +7,534 +60%
Man Group
202
Man Group
United Kingdom
$302K -$111K -8,066 -29%
TRCT
203
Tower Research Capital (TRC)
New York
$302K +$121K +8,804 +79%
PA
204
Profund Advisors
Maryland
$283K +$102K +7,458 +66%
VAS
205
Vestmark Advisory Solutions
Massachusetts
$278K -$24K -1,752 -9%
BC
206
Bridgefront Capital
Texas
$266K +$241K +17,565 New
RA
207
Royce & Associates
New York
$263K -$1.21K -88 -0.5%
CB
208
Commerce Bank
Missouri
$256K -$1.25K -91 -0.5%
PRC
209
Pearl River Capital
Michigan
$246K +$223K +16,259 New
WCM
210
Wedge Capital Management
North Carolina
$240K +$218K +15,883 New
YIH
211
Y-Intercept (HK)
Hong Kong
$239K +$216K +15,770 New
Baird Financial Group
212
Baird Financial Group
Wisconsin
$238K +$15.7K +1,144 +8%
SN
213
Sittner & Nelson
Oregon
$232K +$210K +15,292 New
SCM
214
Shelton Capital Management
Colorado
$226K
WPC
215
White Pine Capital
Minnesota
$223K +$10.3K +750 +5%
KAS
216
Kestra Advisory Services
Texas
$216K +$196K +14,294 New
DF
217
Donoghue Forlines
Massachusetts
$207K +$187K +13,665 New
EVC
218
Eidelman Virant Capital
Missouri
$205K
SFS
219
Sowell Financial Services
Arkansas
$195K +$89.7K +6,548 +104%
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$193K +$15.2K +1,107 +10%
FCBT
221
First Citizens Bank & Trust
North Carolina
$191K -$16.6K -1,209 -9%
CIG
222
Cairn Investment Group
Washington
$186K
PP
223
Paloma Partners
Connecticut
$185K -$87.9K -6,413 -34%
TI
224
Trexquant Investment
Connecticut
$177K +$160K +11,685 New
LIA
225
LS Investment Advisors
Michigan
$176K

UMPQ Hedge Fund Activity: Q4 2020 in Review

300 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q4 2020, worth a combined $2.92B — up 44% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UMPQ positions and 30 closed out — a net gain of 23 holders — while 101 added to existing stakes and 103 trimmed.

The largest buyer was Endeavour Capital Advisors, adding an estimated $16.8M. The largest seller was Goldman Sachs, cutting an estimated $33.2M.

  • 300 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q4 2020, up from 278 in Q3 2020.
  • Funds reported $2.92B of Umpqua Holdings Corp stock for Q4 2020, up 44% quarter-over-quarter.
  • 53 funds opened new Umpqua Holdings Corp positions in Q4 2020 and 30 closed out, a net change of +23 holders.
  • The largest Umpqua Holdings Corp buyer in Q4 2020 was Endeavour Capital Advisors, an estimated $16.8M added.
  • The largest Umpqua Holdings Corp seller in Q4 2020 was Goldman Sachs, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2020.