Umpqua Holdings Corp (NASDAQ:UMPQ)

BATS BZX Real-Time Price
 +0.23 / +1.48%
Today’s Change
Today|||52-Week Range
Institutional investors hold a majority ownership of UMPQ through the 79.52% 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 September 2014, these large investors purchased a net $16.9 million shares.
Mutual fund holders48.14%
Other institutional31.38%
Individual stakeholders15.42%

Largest Quarterly Institutional

Latest Institutional Activity

12/31/2014NORDEA INVESTMENT MANAGEMENT AB ...  Bought 711.9 Thousand shares of Umpqua Holdings Corp
12/31/2014EAGLE ASSET MANAGEMENT, INC.  Bought 699.7 Thousand shares of Umpqua Holdings Corp
12/31/2014GANNETT WELSH & KOTLER LLC  Bought 138.6 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

Total value ($)Shares
bought / sold
BlackRock Fund Advisors6.00%13,038,160221,779,102+587,675+4.72%
The Vanguard Group, Inc.5.81%12,614,604214,574,414+479,641+3.95%
SSgA Funds Management, Inc.4.96%10,778,052183,334,665+309,839+2.96%
Capital Research & Management Co....4.19%9,102,321154,830,480+1,391,000+18.04%
Atlanta Capital Management Co. LL...3.89%8,444,910143,647,919-37,324-0.44%
Dimensional Fund Advisors LP3.81%8,279,701140,837,714-495,764-5.65%
NFJ Investment Group LLC2.11%4,589,09578,060,506+4,589,095--
Ceredex Value Advisors LLC1.71%3,716,30063,214,263+2,194,100+144.14%
Northern Trust Investments, Inc.1.69%3,679,75962,592,701+70,946+1.97%
Heartland Advisors, Inc.1.64%3,557,24460,508,720-1,000-0.03%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
American Funds Small Cap World Fu...2.83%6,141,041104,459,107+471,000+8.31%
Eaton Vance SMID Cap Portfolio2.39%5,189,48188,273,07200.00%
RidgeWorth Mid Cap Value Equity F...2.30%5,000,00085,050,000+1,330,000+36.24%
AllianzGI NFJ Small Cap Value Fun...1.95%4,238,30072,093,483+220,300+5.48%
DFA US Small Cap Value Portfolio1.88%4,077,77269,362,90200.00%
Vanguard Small Cap Index Fund1.76%3,815,00564,893,235+18,115+0.48%
Vanguard Total Stock Market Index...1.68%3,644,20561,987,927+11,526+0.32%
Heartland Value Plus Fund1.57%3,400,00057,834,00000.00%
iShares Core S&P Mid Cap ETF1.49%3,227,65754,902,446-33,811-1.04%
iShares Russell 2000 ETF1.31%2,854,39148,553,191+175,591+6.55%

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