Umpqua Holdings Corp (NASDAQ:UMPQ)

BATS BZX Real-Time Price
As of 12:41pm ET
 +0.295 / +1.75%
Today’s Change
Today|||52-Week Range
Institutional investors hold a majority ownership of UMPQ through the 90.79% 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 $28.8 million shares.
Mutual fund holders49.52%
Other institutional41.27%
Individual stakeholders15.35%

Largest Quarterly Institutional

Latest Institutional Activity

12/31/2014MILLENNIUM MANAGEMENT LLC  Bought 5.0 Million shares of Umpqua Holdings Corp
12/31/2014CAPITAL RESEARCH & MANAGEMENT CO...  Bought 3.1 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

Total value ($)Shares
bought / sold
BlackRock Fund Advisors7.06%15,562,101257,397,151+2,523,941+19.36%
The Vanguard Group, Inc.6.00%13,232,532218,866,079+617,928+4.90%
Capital Research & Management Co....5.54%12,212,321201,991,789+3,110,000+34.17%
SSgA Funds Management, Inc.4.85%10,698,272176,949,419-79,780-0.74%
Atlanta Capital Management Co. LL...3.80%8,376,581138,548,650-68,329-0.81%
Dimensional Fund Advisors LP3.71%8,172,159135,167,510-107,542-1.30%
Millennium Management LLC2.93%6,445,225106,604,022+4,955,902+332.76%
Ceredex Value Advisors LLC2.69%5,918,60097,893,644+2,202,300+59.26%
Cramer Rosenthal McGlynn LLC2.61%5,751,59495,131,365+2,599,275+82.46%
NFJ Investment Group LLC2.22%4,891,99580,913,597+302,900+6.60%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
American Funds Small Cap World Fu...2.88%6,341,041104,880,818+200,000+3.26%
RidgeWorth Mid Cap Value Equity F...2.50%5,500,00090,970,000+500,000+10.00%
Eaton Vance SMID Cap Portfolio2.36%5,189,48185,834,01600.00%
AllianzGI NFJ Small Cap Value Fun...1.92%4,238,30070,101,48200.00%
DFA US Small Cap Value Portfolio1.85%4,077,77267,446,34900.00%
Vanguard Small Cap Index Fund1.76%3,867,72663,972,188+69,773+1.84%
Vanguard Total Stock Market Index...1.74%3,823,62163,242,691+28,466+0.75%
Heartland Value Plus Fund1.54%3,400,00056,236,00000.00%
Nordea 1 - North American All Cap...1.52%3,341,79755,273,32200.00%
iShares Core S&P Mid Cap ETF1.49%3,281,84254,281,667+54,185+1.68%

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