Umpqua Holdings Corp (NASDAQ:UMPQ)

During the Trading Day
17.01 +0.03 / +0.18%
Data as of 4:00pm ET
Day’s Change
During After-Hours   Switch to standard view »
17.00 -0.012 / -0.07%
 
Volume: 17.6K
Institutional investors hold a majority ownership of UMPQ through the 79.56% 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 $4.2 million shares.
Mutual fund holders46.10%
Other institutional33.46%
Individual stakeholders12.41%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014FISHER ASSET MANAGEMENT LLC  Bought 2.6 Million shares of Umpqua Holdings Corp
6/30/2014EAGLE ASSET MANAGEMENT, INC.  Bought 669.1 Thousand shares of Umpqua Holdings Corp
6/30/2014NORDEA INVESTMENT MANAGEMENT AB ...  Bought 665.5 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors5.87%12,733,208228,179,087-194,711-1.51%
The Vanguard Group, Inc.4.98%10,801,756193,567,468+327,225+3.12%
SSgA Funds Management, Inc.4.55%9,873,655176,935,898-813,211-7.61%
Dimensional Fund Advisors LP4.16%9,021,148161,658,972-132,941-1.45%
Atlanta Capital Management Co. LL...3.92%8,496,464152,256,635-37,056-0.43%
Water Island Capital LLC2.76%5,985,059107,252,257+1,182,725+24.63%
Cramer Rosenthal McGlynn LLC1.85%4,014,54471,940,628+2,111,093+110.91%
JPMorgan Investment Management, I...1.74%3,781,84767,770,698-123,200-3.15%
Heartland Advisors, Inc.1.66%3,608,24464,659,732-200,173-5.26%
Barclays Capital, Inc.1.50%3,251,41458,265,339+118,732+3.79%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds Small Cap World Fu...2.61%5,670,041101,607,135+2,951,023+108.53%
Eaton Vance SMID Cap Portfolio2.39%5,189,48192,995,50000.00%
Arbitrage Fund (The)2.37%5,133,52191,992,696+2,324,946+82.78%
DFA US Small Cap Value Portfolio1.88%4,077,77273,073,67400.00%
Vanguard Small Cap Index Fund1.73%3,747,92867,162,870+731,823+24.26%
Heartland Value Plus Fund1.68%3,650,00065,408,000-100,000-2.67%
Merger Fund (The)1.28%2,770,59049,648,97300.00%
Vanguard Total Stock Market Index...1.25%2,708,81048,541,875+74,925+2.84%
Lord Abbett Small Cap Value Fund1.18%2,564,70045,959,424+47,800+1.90%
iShares Core S&P Mid Cap ETF1.14%2,475,61244,362,967+234,890+10.48%

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