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Umpqua Holdings Corp (NASDAQ:UMPQ)

19.18
Delayed Data
As of Dec 09
 +0.02 / +0.10%
Today’s Change
13.46
Today|||52-Week Range
19.26
+20.63%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 90.82% 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 2016, these large investors purchased a net $5.3 million shares.
Mutual fund holders56.49%
Other institutional34.33%
Individual stakeholders15.45%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2016NEUBERGER BERMAN INVESTMENT ADVI...  Bought 1.8 Million shares of Umpqua Holdings Corp
9/30/2016PERKINS INVESTMENT MANAGEMENT LL...  Bought 1.4 Million shares of Umpqua Holdings Corp
9/30/2016TWO SIGMA INVESTMENTS LP  Bought 867.6 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors8.38%18,454,548281,985,493-834,900-4.33%
The Vanguard Group, Inc.7.86%17,309,805264,493,820+771,852+4.67%
Capital Research & Management Co....5.70%12,545,906191,701,44400.00%
SSgA Funds Management, Inc.4.82%10,621,150162,291,172+365,817+3.57%
Atlanta Capital Management Co. LL...4.47%9,846,866150,460,112-106,324-1.07%
Dimensional Fund Advisors LP4.18%9,213,583140,783,548-133,173-1.42%
Perkins Investment Management LLC2.46%5,419,78082,814,238+1,387,407+34.41%
Neuberger Berman Investment Advis...2.42%5,327,62781,406,141+1,758,171+49.26%
Millennium Management LLC2.29%5,042,43677,048,422-490,754-8.87%
Fisher Asset Management LLC2.21%4,875,04174,490,626+75,320+1.57%

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%7,004,541107,029,38600.00%
Eaton Vance SMID Cap Portfolio2.89%6,369,63897,328,06900.00%
Capital Income Builder2.71%5,973,40091,273,552-18,000-0.30%
American Funds Income Fund of Ame...2.52%5,541,36584,672,05700.00%
Vanguard Small Cap Index Fund2.18%4,794,12973,254,291+52,886+1.12%
Vanguard Total Stock Market Index...2.09%4,608,14870,412,501+43,485+0.95%
Janus Perkins Mid Cap Value Fund2.06%4,543,65469,427,033+1,106,679+32.20%
iShares Core S&P Mid Cap ETF1.99%4,387,86267,046,531+5,605+0.13%
iShares Russell 2000 ETF1.63%3,583,60754,757,515-68,469-1.87%
Vanguard Small Cap Value Index Fu...1.32%2,914,11644,527,692+4,444+0.15%