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UDR
UDR

Overview Fund Activity

446 hedge funds and large institutions have $11.4B invested in UDR in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
7.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
57
Increased
150
Reduced
164
Closed
46
Calls
$1.38M
Puts
$4.43M
Net Calls
-$3.05M
Net Calls Change
-$4.22M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$213M
2
Deutsche Bank
2
Deutsche Bank
Germany
$181M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$45.4M
4
NC
4
Nekton Capital
United Kingdom
$35.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$29.9M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$920M
2
Invesco
2
Invesco
Georgia
$315M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$101M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
276
Stifel Financial
Missouri
$541K -$134K -3,747 -20%
TI
277
Tidal Investments
Wisconsin
$518K +$28.7K +804 +6%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$517K -$17.9K -503 -3%
VPIM
279
Vanguard Personalized Indexing Management
California
$511K -$37.3K -1,047 -7%
Janney Montgomery Scott
280
Janney Montgomery Scott
Pennsylvania
$497K +$749 +21 +0.2%
CAN
281
Cetera Advisor Networks
California
$492K +$131K +3,666 +36%
BFM
282
Boothbay Fund Management
New York
$487K +$487K +13,659 New
HCM
283
Howland Capital Management
Massachusetts
$478K – – –
MNBTD
284
Moody National Bank Trust Division
Texas
$448K – – –
Aviva
285
Aviva
United Kingdom
$443K -$2.07K -58 -0.5%
PIFP
286
Partners in Financial Planning
Virginia
$441K – – –
JSC
287
Jackson Square Capital
California
$432K -$72K -2,018 -14%
HFAS
288
Hummer Financial Advisory Services
Illinois
$418K – – –
BC
289
Bridgefront Capital
Texas
$402K -$199K -5,587 -33%
VWM
290
Venturi Wealth Management
Texas
$399K +$78.5K +2,202 +25%
TRCT
291
Tower Research Capital (TRC)
New York
$398K -$411K -11,530 -51%
KRSITF
292
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$397K +$571 +16 +0.1%
XT
293
XTX Topco
Cayman Islands
$388K +$217K +6,085 +127%
VI
294
Versor Investments
New York
$382K +$148K +4,136 +63%
TMAM
295
Tokio Marine Asset Management
Japan
$376K +$78.4K +2,199 +26%
Neuberger Berman Group
296
Neuberger Berman Group
New York
$373K -$25.5M -714,640 -99%
ACA
297
Ackerman Capital Advisors
Texas
$358K – – –
BA
298
Bridgewater Associates
Connecticut
$352K +$8.56K +240 +2%
NMIMC
299
Northwestern Mutual Investment Management Company
Wisconsin
$341K -$6.81K -191 -2%
Osaic Holdings
300
Osaic Holdings
Arizona
$341K +$65.9K +1,848 +24%
10 11
12
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