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UDR
UDR

Overview Fund Activity

500 hedge funds and large institutions have $13.6B invested in UDR in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 177 increasing their positions, 173 reducing their positions, and 39 closing their positions.

Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.23%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
64
Increased
177
Reduced
173
Closed
39
Calls
$1.42M
Puts
$1.96M
Net Calls
-$538K
Net Calls Change
+$15M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$361M
2
UBS AM
2
UBS AM
Illinois
$140M
3
Prudential Financial
3
Prudential Financial
New Jersey
$109M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$517M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.39B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Invesco
3
Invesco
Georgia
$178M
4
CIM
4
Centersquare Investment Management
Pennsylvania
$421M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
251
Ostrum Asset Management
France
$889K 19,601 +238 +1%
MSU
252
Mizuho Securities USA
New York
$882K 19,462 -3,901 -17%
VWM
253
Venturi Wealth Management
Texas
$880K 19,416 +1,270 +7%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$877K 19,345 -1,835 -9%
HIMCH
255
Hartford Investment Management Co (HIMCO)
Connecticut
$852K 18,783 -604 -3%
MSRPS
256
Maryland State Retirement & Pension System
Maryland
$850K 18,753 -6,292 -25%
SRL
257
Scientech Research LLC
New Jersey
$826K 18,207 +18,207 New
KWA
258
Kingswood Wealth Advisors
California
$824K 18,179 -1,465 -7%
FNFDCM
259
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$820K 18,090 -100 -0.5%
TI
260
Tidal Investments
Wisconsin
$819K 18,053 +3,665 +25%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$795K 18,103 +6,066 +50%
VIM
262
Vinva Investment Management
Australia
$794K 17,657 +5,935 +51%
IF
263
IRON Financial
Illinois
$778K 17,163 +17,163 New
RIM
264
Rakuten Investment Management
Japan
$776K 17,239 +4,204 +32%
LSERS
265
Louisiana State Employees Retirement System
Louisiana
$766K 16,900 -200 -1%
LCOV
266
London Company of Virginia
Virginia
$765K 16,873 – –
SAM
267
Securian Asset Management
Minnesota
$753K 16,600 -768 -4%
HFW
268
Horizon Family Wealth
Illinois
$752K 16,588 +162 +1%
CGH
269
Crossmark Global Holdings
Texas
$738K 16,287 – –
PAM
270
Panagora Asset Management
Massachusetts
$724K 15,962 -8,228 -34%
Creative Planning
271
Creative Planning
Kansas
$713K 15,719 -13 -0.1%
MM
272
MQS Management
New York
$712K 15,710 +15,710 New
PCM
273
Penserra Capital Management
California
$707K 15,605 -410 -3%
KeyBank National Association
274
KeyBank National Association
Ohio
$687K 15,156 +2,890 +24%
ECM
275
Everence Capital Management
Indiana
$675K 14,880 – –
9 10
11
12 13