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UDR
UDR

Overview Fund Activity

457 hedge funds and large institutions have $12.4B invested in UDR in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 172 reducing their positions, and 58 closing their positions.

Holders
457
Holders Change
+11
Holders Change %
+2.47%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
73
Increased
150
Reduced
172
Closed
58
Calls
$6.51M
Puts
$5M
Net Calls
+$1.51M
Net Calls Change
+$4.56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Invesco
2
Invesco
Georgia
$451M
3
Norges Bank
3
Norges Bank
Norway
$1.07B
4
CIM
4
Centersquare Investment Management
Pennsylvania
$311M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$79.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$212M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$366M
3
Deutsche Bank
3
Deutsche Bank
Germany
$132M
4
Northern Trust
4
Northern Trust
Illinois
$137M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$281M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
251
Penserra Capital Management
California
$708K 18,531 +1,851 +11%
LSERS
252
Louisiana State Employees Retirement System
Louisiana
$701K 18,300 -500 -3%
BCM
253
Bayesian Capital Management
New York
$701K 18,300 +2,200 +14%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$693K 18,105 +3,613 +25%
EC
255
Elequin Capital
New York
$664K 17,350 +17,350 New
Citadel Advisors
256
Citadel Advisors
Florida
$662K 17,281 -113,633 -87%
BMSSC
257
B. Metzler seel. Sohn & Co
Germany
$623K 16,275 – –
CGH
258
Crossmark Global Holdings
Texas
$623K 16,280 +35 +0.2%
CSPIA
259
Cary Street Partners Investment Advisory
Virginia
$621K 16,213 +55 +0.3%
NMERB
260
New Mexico Educational Retirement Board
New Mexico
$616K 16,100 – –
VPIM
261
Vanguard Personalized Indexing Management
California
$616K 16,084 +1,767 +12%
HFW
262
Horizon Family Wealth
Illinois
$614K 16,038 +211 +1%
HS
263
Hazelview Securities
Ontario, Canada
$609K 17,130 -3,650 -18%
Stifel Financial
264
Stifel Financial
Missouri
$600K 15,662 +507 +3%
GCM
265
Greenland Capital Management
New York
$574K 15,000 -185,000 -93%
Allspring Global Investments
266
Allspring Global Investments
North Carolina
$572K 14,948 -6,446 -30%
ECM
267
Everence Capital Management
Indiana
$570K 14,880 +6,280 +73%
HSA
268
HBK Sorce Advisory
Pennsylvania
$558K 14,567 -1,856 -11%
NW
269
Naviter Wealth
Arkansas
$531K 13,877 -2,057 -13%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$529K 13,828 -112 -0.8%
HCM
271
Howland Capital Management
Massachusetts
$513K 13,393 – –
VI
272
Versor Investments
New York
$509K 13,300 +2,600 +24%
PIFP
273
Partners in Financial Planning
Virginia
$474K 12,368 – –
MYAM
274
Meiji Yasuda Asset Management
Japan
$459K 11,989 -90,902 -88%
HFAS
275
Hummer Financial Advisory Services
Illinois
$449K 11,722 – –
9 10
11
12 13