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Umpqua Holdings Corp (NASDAQ:UMPQ)

16.46
Delayed Data
As of Aug 28
 +0.06 / +0.37%
Today’s Change
14.70
Today|||52-Week Range
18.92
-3.23%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 93.81% 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 2015, these large investors purchased a net $2.1 million shares.
Mutual fund holders53.14%
Other institutional40.67%
Individual stakeholders15.37%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2015PERKINS INVESTMENT MANAGEMENT LL...  Bought 2.9 Million shares of Umpqua Holdings Corp
6/30/2015BLACKROCK FUND ADVISORS  Bought 1.5 Million shares of Umpqua Holdings Corp
6/30/2015SSGA FUNDS MANAGEMENT, INC.  Bought 918.4 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors8.12%17,883,883317,260,084+1,510,308+9.22%
The Vanguard Group, Inc.6.64%14,620,952259,375,688+568,679+4.05%
Capital Research & Management Co....5.96%13,135,821233,029,465+100,000+0.77%
SSgA Funds Management, Inc.5.11%11,262,358199,794,231+918,397+8.88%
Atlanta Capital Management Co. LL...4.34%9,565,206169,686,754+709,484+8.01%
Dimensional Fund Advisors LP4.00%8,816,338156,401,836+354,660+4.19%
Capital Research & Management Co....2.96%6,513,200115,544,168+308,914+4.98%
Ceredex Value Advisors LLC2.81%6,192,400109,853,176-336,700-5.16%
Millennium Management LLC2.14%4,710,99883,573,105-1,166,347-19.84%
Perkins Investment Management LLC2.11%4,644,10782,386,458+2,869,711+161.73%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds Small Cap World Fu...3.18%7,004,541124,260,557+100,000+1.45%
Eaton Vance SMID Cap Portfolio2.80%6,165,947109,383,900+976,466+18.82%
RidgeWorth Mid Cap Value Equity F...2.36%5,200,00092,248,000-800,000-13.33%
Vanguard Small Cap Index Fund1.91%4,206,36874,620,968+27,817+0.67%
DFA US Small Cap Value Portfolio1.85%4,077,77272,339,67500.00%
Vanguard Total Stock Market Index...1.75%3,849,41168,288,551-21,922-0.57%
AllianzGI NFJ Small Cap Value Fun...1.72%3,793,40067,294,916-106,500-2.73%
iShares Core S&P Mid Cap ETF1.67%3,687,64965,418,89300.00%
Nordea 1 - North American All Cap...1.67%3,669,46665,096,32700.00%
iShares Russell 2000 ETF1.48%3,248,50057,628,390+42,952+1.34%