UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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319 hedge funds and large institutions have $3.39B invested in Umpqua Holdings Corp in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+20
Holders Change %
+6.69%
% of All Funds
5.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
53
Increased
112
Reduced
100
Closed
31
Calls
$1.2M
Puts
$602K
Net Calls
+$593K
Net Calls Change
-$68K

Top Buyers

1
BlackRock
1
BlackRock
New York
$352M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$392M
3
State Street
3
State Street
Massachusetts
$183M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$20.7M
5
KCM
5
Kennedy Capital Management
Missouri
$12.5M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$187M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.93M
3
Charles Schwab
3
Charles Schwab
California
$30.2M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$165M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
201
CIBC World Markets
New York
$415K +$415K +23,666 New
Pacer Advisors
202
Pacer Advisors
Pennsylvania
$412K -$19.5K -1,111 -5%
X
203
Xponance
Pennsylvania
$409K +$2.4K +137 +0.6%
BCI
204
Brinker Capital Investments
Pennsylvania
$400K +$400K +22,784 New
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$399K +$3.89K +221 +1%
IA
206
IndexIQ Advisors
New York
$396K +$396K +22,561 New
SAM
207
Securian Asset Management
Minnesota
$365K -$1.76K -100 -0.5%
TA
208
Teton Advisors
New York
$334K -$283K -16,136 -46%
PA
209
Profund Advisors
Maryland
$322K -$6K -342 -2%
VAS
210
Vestmark Advisory Solutions
Massachusetts
$317K -$6.06K -345 -2%
AC
211
Athanor Capital
New York
$315K -$1.05M -59,676 -77%
RJA
212
Raymond James & Associates
Florida
$312K -$554K -31,594 -64%
RA
213
Royce & Associates
New York
$305K – – –
PAMP
214
Polar Asset Management Partners
Ontario, Canada
$300K -$173K -9,857 -37%
PAMU
215
Pictet Asset Management (UK)
United Kingdom
$298K -$59.6K -3,400 -17%
CB
216
Commerce Bank
Missouri
$297K – – –
PFO
217
Pathstone Family Office
New Jersey
$297K +$297K +16,895 New
MSRPS
218
Maryland State Retirement & Pension System
Maryland
$294K +$294K +16,750 New
Baird Financial Group
219
Baird Financial Group
Wisconsin
$293K +$17.5K +1,000 +6%
Capital Fund Management (CFM)
220
Capital Fund Management (CFM)
France
$291K +$291K +16,604 New
SN
221
Sittner & Nelson
Oregon
$271K +$2.37K +135 +0.9%
TC
222
TwinBeech Capital
New York
$270K +$270K +15,392 New
PP
223
PDT Partners
New York
$264K +$264K +15,027 New
WPC
224
White Pine Capital
Minnesota
$259K – – –
DTL
225
Dynamic Technology Lab
Singapore
$255K +$255K +14,530 New
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