Umpqua Holdings Corp (NASDAQ:UMPQ)

Real-Time Quote
 +0.18 / +1.05%
Today’s Change
Today|||52-Week Range
Institutional investors hold a majority ownership of UMPQ through the 78.48% 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 March 2014, these large investors purchased a net $6.2 million shares.
Mutual fund holders45.51%
Other institutional32.98%
Individual stakeholders12.41%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2014EAGLE ASSET MANAGEMENT, INC.  Bought 669.1 Thousand shares of Umpqua Holdings Corp
5/30/2014CREDIT SUISSE AG  Bought 7.5 Thousand shares of Umpqua Holdings Corp
6/30/2014QUANTBOT TECHNOLOGIES LLC  Bought 865.00 shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

Total value ($)Shares
bought / sold
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
Total value ($)Shares
bought / sold
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%
American Funds Small Cap World Fu...1.25%2,719,01848,724,803-106,924-3.78%
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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