Umpqua Holdings Corp (NASDAQ:UMPQ)

18.58
Data as of Apr 17
 -0.265 / -1.41%
Today’s Change
11.45
Today|||52-Week Range
19.65
-2.93%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 102.32% 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 2013, these large investors purchased a net $11.7 million shares.
Mutual fund holders54.58%
Other institutional47.74%
Individual stakeholders4.05%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

1/31/2014EACM ADVISORS LLC  Bought 13.3 Thousand shares of Umpqua Holdings Corp
3/31/2014MAZAMA CAPITAL MANAGEMENT, INC.  Bought 3.4 Thousand shares of Umpqua Holdings Corp
3/31/2014FIRST-CITIZENS BANK & TRUST CO. ...  Bought 586.00 shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors8.99%10,086,818188,018,288+736,649+7.88%
Dimensional Fund Advisors LP8.15%9,150,179170,559,337+38,358+0.42%
Atlanta Capital Management Co. LL...7.61%8,533,520159,064,813-61,511-0.72%
SSgA Funds Management, Inc.6.77%7,596,689141,602,283+2,890,072+61.40%
The Vanguard Group, Inc.6.65%7,459,860139,051,790+192,090+2.64%
Heartland Advisors, Inc.3.39%3,808,41770,988,893-100,000-2.56%
JPMorgan Investment Management, I...2.86%3,206,26759,764,817-336,432-9.50%
Columbia Management Investment Ad...2.82%3,158,59458,876,192+628,442+24.84%
Lord, Abbett & Co. LLC2.58%2,895,20053,966,528+179,300+6.60%
Northern Trust Investments, Inc.2.38%2,675,76349,876,222-12,981-0.48%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Eaton Vance SMID Cap Portfolio4.63%5,189,48196,731,92600.00%
DFA US Small Cap Value Portfolio3.63%4,077,77276,009,67000.00%
Heartland Value Plus Fund3.25%3,650,00068,036,000-100,000-2.67%
SPDR S&P Bank ETF2.32%2,604,11248,540,648+60,900+2.39%
Lord Abbett Small Cap Value Fund2.24%2,516,90046,915,016+1,528,983+154.77%
iShares Core S&P Small Cap ETF2.05%2,305,14142,967,828+14,404+0.63%
JPMorgan Small Cap Equity Fund1.99%2,236,43841,687,20400.00%
iShares Russell 2000 ETF1.70%1,908,36635,571,942+112,319+6.25%
SPDR S&P Regional Banking ETF1.70%1,906,44335,536,098+23,831+1.27%
Vanguard Small Cap Index Fund1.68%1,886,79735,169,896+4,320+0.23%

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