Umpqua Holdings Corp (NASDAQ:UMPQ)

17.49
Delayed Data
As of May 22
 -0.14 / -0.79%
Today’s Change
14.70
Today|||52-Week Range
18.39
+2.82%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 92.87% 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 2015, these large investors purchased a net $4.5 million shares.
Mutual fund holders49.98%
Other institutional42.89%
Individual stakeholders15.36%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015CAPITAL RESEARCH & MANAGEMENT CO...  Bought 4.0 Million shares of Umpqua Holdings Corp
3/31/2015QUANTITATIVE MANAGEMENT ASSOCIAT...  Bought 907.8 Thousand shares of Umpqua Holdings Corp
3/31/2015CAPITAL RESEARCH & MANAGEMENT CO...  Bought 823.5 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors7.43%16,373,575278,514,511+811,474+5.21%
The Vanguard Group, Inc.6.37%14,052,273239,029,164+819,741+6.19%
Capital Research & Management Co....5.91%13,035,821221,739,315+823,500+6.74%
SSgA Funds Management, Inc.4.69%10,343,961175,950,777-354,311-3.31%
Atlanta Capital Management Co. LL...4.02%8,855,722150,635,831+479,141+5.72%
Dimensional Fund Advisors LP3.84%8,461,678143,933,143+289,519+3.54%
Ceredex Value Advisors LLC2.96%6,529,100111,059,991+610,500+10.31%
Capital Research & Management Co....2.81%6,204,286105,534,905+4,009,586+182.69%
Millennium Management LLC2.67%5,877,34599,973,638-567,880-8.81%
Cramer Rosenthal McGlynn LLC2.63%5,788,06998,455,054+36,475+0.63%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds Small Cap World Fu...3.13%6,904,541117,446,242+563,500+8.89%
RidgeWorth Mid Cap Value Equity F...2.50%5,500,00093,555,00000.00%
Eaton Vance SMID Cap Portfolio2.35%5,189,48188,273,07200.00%
AllianzGI NFJ Small Cap Value Fun...1.92%4,238,30072,093,48300.00%
DFA US Small Cap Value Portfolio1.85%4,077,77269,362,90200.00%
Vanguard Small Cap Index Fund1.83%4,022,64468,425,174+78,815+2.00%
Vanguard Total Stock Market Index...1.76%3,869,08165,813,068-5,542-0.14%
Nordea 1 - North American All Cap...1.67%3,669,46662,417,617+327,669+9.81%
iShares Core S&P Mid Cap ETF1.58%3,479,21059,181,362+237+0.01%
iShares Russell 2000 ETF1.22%2,697,59645,886,108-148,063-5.20%

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