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UDR
UDR

Overview Fund Activity

316 hedge funds and large institutions have $7.6B invested in UDR in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
316
Holders Change
+14
Holders Change %
+4.64%
% of All Funds
8.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
108
Reduced
107
Closed
22
Calls
$182K
Puts
$278K
Net Calls
-$96K
Net Calls Change
-$151K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$509M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$69.9M
4
JHIU
4
Janus Henderson Investors US
Colorado
$36.4M
5
Northern Trust
5
Northern Trust
Illinois
$126M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$533M
2
Invesco
2
Invesco
Georgia
$402M
3
O
3
OppenheimerFunds
New York
$0
4
Norges Bank
4
Norges Bank
Norway
$37.8M
5
SAMC
5
Shinko Asset Management Company
Japan
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
KS
251
Karpas Strategies
Connecticut
$262K 8,495 – –
CNB
252
City National Bank
California
$260K 8,448 +4 +0%
WAM
253
Wolverine Asset Management
Illinois
$255K 8,288 +8,288 New
OTPPB
254
Ontario Teachers' Pension Plan Board
Ontario, Canada
$250K 8,104 +8,104 New
HIMCH
255
Hartford Investment Management Co (HIMCO)
Connecticut
$246K 7,980 -10,030 -56%
MBTD
256
Mechanics Bank - Trust Department
California
$244K 7,899 -2,518 -24%
B
257
Bailard
California
$237K 7,700 – –
Lazard Asset Management
258
Lazard Asset Management
New York
$237K 7,715 +7,715 New
HC
259
Hourglass Capital
Texas
$233K 7,563 -3,240 -30%
DekaBank Deutsche Girozentrale
260
DekaBank Deutsche Girozentrale
Germany
$228K 7,202 +2,876 +66%
AAM
261
Advisors Asset Management
Colorado
$220K 7,141 -8,178 -53%
Rafferty Asset Management
262
Rafferty Asset Management
New York
$220K 7,151 -1,305 -15%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$219K 7,099 -955 -12%
LPL Financial
264
LPL Financial
California
$218K 7,081 -863 -11%
KIA
265
KCM Investment Advisors
California
$218K 7,080 +7,080 New
AB
266
Amalgamated Bank
New York
$203K 6,593 +6,593 New
LTFS
267
Ladenburg Thalmann Financial Services
Florida
$186K 6,038 +2,146 +55%
DSC
268
Duncker Streett & Co
Missouri
$182K 5,913 – –
EOJOAM
269
E. Ohman J:or Asset Management
Sweden
$167K 5,300 – –
FNBT
270
FineMark National Bank & Trust
Florida
$166K 5,383 +4,303 +398%
VFA
271
Virtus Fund Advisers
Connecticut
$165K 5,353 – –
OA
272
OFI Advisors
Pennsylvania
$155K 5,019 +227 +5%
HDIM
273
Hanson & Doremus Investment Management
Vermont
$146K 4,729 – –
PAM
274
Panagora Asset Management
Massachusetts
$146K 4,734 – –
PIA
275
Peachtree Investment Advisors
Georgia
$135K 4,395 +37 +0.8%
9 10
11
12 13