Umpqua Holdings Corp (NASDAQ:UMPQ)

17.81
Delayed Data
As of Jul 02
 -0.27 / -1.49%
Today’s Change
14.70
Today|||52-Week Range
18.92
+4.70%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 92.82% 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 $4.4 million shares.
Mutual fund holders50.59%
Other institutional42.23%
Individual stakeholders15.34%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

5/29/2015DANSKE BANK A/S (INVT MGMT)  Bought 11.7 Thousand shares of Umpqua Holdings Corp
5/31/2015VANGUARD INVESTMENTS AUSTRALIA L...  Bought 3.9 Thousand shares of Umpqua Holdings Corp
5/29/2015STATE STREET GLOBAL ADVISORS LTD...  Bought 2.4 Thousand shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors7.42%16,373,575288,011,184+811,474+5.21%
The Vanguard Group, Inc.6.37%14,052,273247,179,482+819,741+6.19%
Capital Research & Management Co....5.91%13,035,821229,300,091+823,500+6.74%
SSgA Funds Management, Inc.4.69%10,343,961181,950,274-354,311-3.31%
Atlanta Capital Management Co. LL...4.01%8,855,722155,772,150+479,141+5.72%
Dimensional Fund Advisors LP3.84%8,461,678148,840,916+289,519+3.54%
Ceredex Value Advisors LLC2.96%6,529,100114,846,869+610,500+10.31%
Capital Research & Management Co....2.81%6,204,286109,133,391+4,009,586+182.69%
Millennium Management LLC2.67%5,877,345103,382,499-567,880-8.81%
Cramer Rosenthal McGlynn LLC2.62%5,788,069101,812,134+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%6,904,541121,450,876+563,500+8.89%
Eaton Vance SMID Cap Portfolio2.80%6,165,947108,459,008+976,466+18.82%
RidgeWorth Mid Cap Value Equity F...2.72%6,000,000105,540,000+500,000+9.09%
AllianzGI NFJ Small Cap Value Fun...1.87%4,124,30072,546,437-114,000-2.69%
Vanguard Small Cap Index Fund1.86%4,104,17972,192,509+30,891+0.76%
DFA US Small Cap Value Portfolio1.85%4,077,77271,728,00900.00%
Vanguard Total Stock Market Index...1.76%3,872,57668,118,612+3,495+0.09%
Nordea 1 - North American All Cap...1.66%3,669,46664,545,90700.00%
iShares Core S&P Mid Cap ETF1.58%3,480,23461,217,316+1,024+0.03%
iShares Russell 2000 ETF1.14%2,516,88144,271,937-180,715-6.70%

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