Umpqua Holdings Corp (NASDAQ:UMPQ)

16.35
Data as of Oct 21
 +0.42 / +2.64%
Today’s Change
15.36
Today|||52-Week Range
19.65
-14.58%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 71.47% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Regional Banks industry. Last, during the quarter ended June 2014, these large investors purchased a net $14.4 million shares.
Mutual fund holders46.26%
Other institutional25.21%
Individual stakeholders15.45%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2014EAGLE ASSET MANAGEMENT, INC.  Bought 759.1 Thousand shares of Umpqua Holdings Corp
9/30/2014NORDEA INVESTMENT MANAGEMENT AB ...  Bought 688.9 Thousand shares of Umpqua Holdings Corp
9/30/2014GANNETT WELSH & KOTLER LLC  Bought 606.5 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors5.73%12,450,485205,059,488-282,723-2.22%
The Vanguard Group, Inc.5.59%12,134,963199,862,841+1,333,207+12.34%
SSgA Funds Management, Inc.4.82%10,468,213172,411,468+594,558+6.02%
Dimensional Fund Advisors LP4.04%8,775,465144,531,909-245,683-2.72%
Atlanta Capital Management Co. LL...3.90%8,482,234139,702,394-14,230-0.17%
Capital Research & Management Co....3.55%7,711,321127,005,457+5,063,321+191.21%
Cramer Rosenthal McGlynn LLC1.83%3,980,06965,551,736-34,475-0.86%
Northern Trust Investments, Inc.1.66%3,608,81359,437,150+387,215+12.02%
Heartland Advisors, Inc.1.64%3,558,24458,604,279-50,000-1.39%
JPMorgan Investment Management, I...1.63%3,550,10658,470,246-231,741-6.13%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds Small Cap World Fu...2.83%6,141,041101,142,945+471,000+8.31%
Eaton Vance SMID Cap Portfolio2.39%5,189,48185,470,75200.00%
DFA US Small Cap Value Portfolio1.88%4,077,77267,160,90500.00%
Vanguard Small Cap Index Fund1.73%3,760,28161,931,828+12,353+0.33%
AllianzGI NFJ Small Cap Value Fun...1.68%3,640,20059,954,094+3,640,200--
Vanguard Total Stock Market Index...1.57%3,415,69456,256,480+706,884+26.10%
Heartland Value Plus Fund1.57%3,400,00055,998,000-50,000-1.45%
iShares Core S&P Mid Cap ETF1.31%2,845,19846,860,411+315,271+12.46%
RidgeWorth Mid Cap Value Equity F...1.29%2,800,00046,116,000+525,000+23.08%
SPDR S&P Bank ETF1.19%2,592,78142,703,103+74,491+2.96%

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