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UDR
UDR

Overview Fund Activity

442 hedge funds and large institutions have $12.3B invested in UDR in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
442
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.13%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
58
Increased
176
Reduced
141
Closed
51
Calls
$14.5M
Puts
$3.08M
Net Calls
+$11.4M
Net Calls Change
+$6.44M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$405M
2
LPC
2
Long Pond Capital
New York
$73.4M
3
Norges Bank
3
Norges Bank
Norway
$914M
4
Morgan Stanley
4
Morgan Stanley
New York
$201M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$53M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.21B
2
Invesco
2
Invesco
Georgia
$398M
3
ZP
3
Zimmer Partners
New York
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$236M
Name Market Value Shares Shares
Change 		Shares
Change %
VI
276
Versor Investments
New York
$473K 12,200 +12,200 New
VPIM
277
Vanguard Personalized Indexing Management
California
$460K 11,879 -9,153 -44%
HFAS
278
Hummer Financial Advisory Services
Illinois
$454K 11,722 – –
EI
279
Ethic Inc
New York
$449K 11,593 -3,469 -23%
CCM
280
CTC Capital Management
Illinois
$426K 11,000 +11,000 New
KRSITF
281
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$424K 10,946 – –
USAA
282
United Services Automobile Association
Texas
$424K 10,950 – –
NW
283
Naviter Wealth
Arkansas
$408K 9,940 +2,032 +26%
Osaic Holdings
284
Osaic Holdings
Arizona
$400K 10,350 -36,964 -78%
VEA
285
Virtus ETF Advisers
New York
$394K 10,174 -24,203 -70%
ACA
286
Ackerman Capital Advisors
Texas
$389K 10,050 – –
Squarepoint
287
Squarepoint
New York
$379K 9,784 +9,784 New
CAN
288
Cetera Advisor Networks
California
$379K 9,773 +3,929 +67%
IA
289
IFP Advisors
Florida
$373K 10,007 +1,279 +15%
NMIMC
290
Northwestern Mutual Investment Management Company
Wisconsin
$371K 9,592 -1,753 -15%
Cetera Investment Advisers
291
Cetera Investment Advisers
Illinois
$352K 9,092 +9,092 New
National Bank of Canada
292
National Bank of Canada
Quebec, Canada
$346K 8,938 -251,421 -97%
Creative Planning
293
Creative Planning
Kansas
$343K 8,849 +2,244 +34%
KI
294
Kula Investments
Illinois
$330K 8,515 +8,515 New
SPIA
295
Steward Partners Investment Advisory
New York
$328K 8,476 -500 -6%
FWM
296
Finer Wealth Management
Massachusetts
$312K 8,064 – –
Federated Hermes
297
Federated Hermes
Pennsylvania
$310K 7,994 -5,930 -43%
KeyBank National Association
298
KeyBank National Association
Ohio
$306K 7,889 +489 +7%
KA
299
Kintegral Advisory
New York
$304K 7,858 +500 +7%
BMSSC
300
B. Metzler seel. Sohn & Co
Germany
$299K 7,725 +1,611 +26%
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