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Umpqua Holdings Corp (NASDAQ:UMPQ)

14.63
Delayed Data
As of Feb 10
 -0.10 / -0.68%
Today’s Change
13.46
Today|||52-Week Range
18.92
-7.99%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 94.14% 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 2015, these large investors purchased a net $1.8 million shares.
Mutual fund holders56.56%
Other institutional37.57%
Individual stakeholders15.49%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2015SIT INVESTMENT ASSOCIATES, INC.  Bought 936.3 Thousand shares of Umpqua Holdings Corp
12/31/2015THE VANGUARD GROUP, INC.  Bought 453.9 Thousand shares of Umpqua Holdings Corp
12/31/2015FIRST TRUST ADVISORS LP  Bought 392.9 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors8.50%18,710,749270,931,646+826,866+4.62%
The Vanguard Group, Inc.6.91%15,212,919220,283,067+453,853+3.08%
Capital Research & Management Co....5.70%12,545,906181,664,719-589,915-4.49%
SSgA Funds Management, Inc.5.15%11,331,443164,079,295+69,085+0.61%
Atlanta Capital Management Co. LL...4.39%9,671,788140,047,490+106,582+1.11%
Dimensional Fund Advisors LP4.00%8,807,127127,527,199-9,211-0.10%
Capital Research & Management Co....2.96%6,522,80094,450,144+9,600+0.15%
Millennium Management LLC2.95%6,482,95993,873,246+1,771,961+37.61%
Perkins Investment Management LLC2.85%6,266,58690,740,165+1,622,479+34.94%
Ceredex Value Advisors LLC2.78%6,108,95088,457,596-83,450-1.35%

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%7,004,541101,425,75400.00%
Eaton Vance SMID Cap Portfolio2.80%6,165,94789,282,91300.00%
American Funds Income Fund of Ame...2.52%5,541,36580,238,96500.00%
American Funds Capital Income Bui...2.30%5,066,40073,361,47200.00%
Vanguard Small Cap Index Fund2.00%4,400,18263,714,635+49,671+1.14%
RidgeWorth Mid Cap Value Equity F...1.93%4,250,00061,540,000-250,000-5.56%
Janus Perkins Mid Cap Value Fund1.83%4,035,58358,435,242+1,492,170+58.67%
Vanguard Total Stock Market Index...1.80%3,951,37257,215,867+12,430+0.32%
iShares Core S&P Mid Cap ETF1.77%3,899,88256,470,291-17,935-0.46%
iShares Russell 2000 ETF1.57%3,450,90849,969,148-3,720-0.11%