Umpqua Holdings Corp (NASDAQ:UMPQ)

15.74
BATS BZX Real-Time Price
 +0.23 / +1.48%
Today’s Change
14.70
Today|||52-Week Range
19.60
-7.47%
Year-to-Date
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
Transactions

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

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
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
owned
Total value ($)Shares
bought / sold
Total
change
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%

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2015 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2015. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2015 and/or its affiliates.