Umpqua Holdings Corp (NASDAQ:UMPQ)

16.54
Delayed Data
As of Feb 27
 -0.20 / -1.19%
Today’s Change
14.70
Today|||52-Week Range
19.60
-2.76%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 90.99% 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 December 2014, these large investors purchased a net $28.9 million shares.
Mutual fund holders48.53%
Other institutional42.46%
Individual stakeholders15.36%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014MILLENNIUM MANAGEMENT LLC  Bought 5.0 Million shares of Umpqua Holdings Corp
12/31/2014CAPITAL RESEARCH & MANAGEMENT CO...  Bought 3.8 Million shares of Umpqua Holdings Corp
12/31/2014CITADEL ADVISORS LLC  Bought 3.0 Million shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors7.07%15,562,101241,368,187+2,523,941+19.36%
The Vanguard Group, Inc.6.01%13,232,532205,236,571+617,928+4.90%
Capital Research & Management Co....5.85%12,871,987199,644,518+3,769,666+41.41%
SSgA Funds Management, Inc.4.86%10,698,272165,930,199-79,780-0.74%
Atlanta Capital Management Co. LL...3.81%8,376,581129,920,771-68,329-0.81%
Dimensional Fund Advisors LP3.71%8,172,159126,750,186-107,542-1.30%
Millennium Management LLC2.93%6,445,22599,965,440+4,955,902+332.76%
Ceredex Value Advisors LLC2.69%5,918,60091,797,486+2,202,300+59.26%
Cramer Rosenthal McGlynn LLC2.61%5,751,59489,207,223+2,599,275+82.46%
NFJ Investment Group LLC2.22%4,891,99575,874,842+302,900+6.60%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds Small Cap World Fu...2.88%6,341,04198,349,546+200,000+3.26%
Eaton Vance SMID Cap Portfolio2.36%5,189,48180,488,85000.00%
RidgeWorth Mid Cap Value Equity F...2.27%5,000,00077,550,00000.00%
AllianzGI NFJ Small Cap Value Fun...1.93%4,238,30065,736,03300.00%
DFA US Small Cap Value Portfolio1.85%4,077,77263,246,24400.00%
Vanguard Small Cap Index Fund1.76%3,867,72659,988,430+69,773+1.84%
Vanguard Total Stock Market Index...1.72%3,795,15558,862,854+150,950+4.14%
Heartland Value Plus Fund1.54%3,400,00052,734,00000.00%
Nordea 1 - North American All Cap...1.52%3,341,79751,831,27100.00%
iShares Core S&P Mid Cap ETF1.49%3,281,84250,901,369+54,185+1.68%

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