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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 %
EI
276
Ethic Inc
New York
$444K 11,587 +4,483 +63%
CAN
277
Cetera Advisor Networks
California
$434K 11,344 -2,457 -18%
TI
278
Tidal Investments
Wisconsin
$428K 11,184 -3,349 -23%
KRSITF
279
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$413K 10,781 -342 -3%
TMAM
280
Tokio Marine Asset Management
Japan
$400K 10,452 -82 -0.8%
BA
281
Bridgewater Associates
Connecticut
$399K 10,410 +532 +5%
APG Asset Management
282
APG Asset Management
Netherlands
$394K 11,379 +3,120 +38%
Osaic Holdings
283
Osaic Holdings
Arizona
$390K 10,185 +638 +7%
ACA
284
Ackerman Capital Advisors
Texas
$385K 10,050 – –
LIM
285
Longfellow Investment Management
Massachusetts
$382K 9,985 +2,048 +26%
MNBTD
286
Moody National Bank Trust Division
Texas
$374K 9,767 -2,794 -22%
JF
287
Jump Financial
Illinois
$373K 9,736 +9,736 New
NMIMC
288
Northwestern Mutual Investment Management Company
Wisconsin
$367K 9,578 +9 +0.1%
CC
289
Cipher Capital
New York
$365K 9,529 +9,529 New
DPAM
290
Degroof Petercam Asset Management
Belgium
$352K 9,200 +9,200 New
TSW
291
Thompson Siegel & Walmsley
Virginia
$352K 9,193 -44,690 -83%
Verition Fund Management
292
Verition Fund Management
Connecticut
$351K 9,164 -252,298 -96%
SP
293
Systematic Portfolios
New York
$349K 9,123 +9,123 New
MYLI
294
Meiji Yasuda Life Insurance
Japan
$348K 9,100 +9,100 New
Creative Planning
295
Creative Planning
Kansas
$329K 8,580 -898 -9%
Credit Agricole
296
Credit Agricole
France
$328K 8,562 +5,710 +200%
EGM
297
Engineers Gate Manager
New York
$323K 8,435 -26,759 -76%
Squarepoint
298
Squarepoint
New York
$314K 8,200 -103,245 -93%
FWM
299
Finer Wealth Management
Massachusetts
$309K 8,064 – –
LCM
300
Landscape Capital Management
New Jersey
$300K 7,838 +7,838 New
10 11
12
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