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UDR
UDR

Overview Fund Activity

399 hedge funds and large institutions have $9.32B invested in UDR in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 142 increasing their positions, 148 reducing their positions, and 46 closing their positions.

Holders
399
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
8.07%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
46
Increased
142
Reduced
148
Closed
46
Calls
$5.01M
Puts
$2.85M
Net Calls
+$2.16M
Net Calls Change
+$1.88M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.2B
2
Barclays
2
Barclays
United Kingdom
$60.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$156M
4
HRES
4
Heitman Real Estate Securities
Illinois
$68.2M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$26.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$437M
2
ZP
2
Zimmer Partners
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$26M
4
Invesco
4
Invesco
Georgia
$288M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$323M
Name Market Value Shares Shares
Change 		Shares
Change %
KS
301
Karpas Strategies
Connecticut
$218K 6,681 – –
Baird Financial Group
302
Baird Financial Group
Wisconsin
$214K 6,562 -16,947 -72%
IG
303
ING Group
Netherlands
$213K 6,530 +6,530 New
MA
304
MANA Advisors
New York
$212K 6,497 +6,497 New
GLLW
305
Graves Light Lenhart Wealth
Virginia
$207K 6,347 -3,121 -33%
LNWWM
306
Laird Norton Wetherby Wealth Management
California
$205K 6,274 -851 -12%
LIA
307
LS Investment Advisors
Michigan
$202K 6,200 -33 -0.5%
NICM
308
Neo Ivy Capital Management
New York
$200K 6,162 -1,478 -19%
SSB
309
Sandy Spring Bank
Maryland
$171K 5,250 – –
ARMT
310
Amica Retiree Medical Trust
Rhode Island
$166K 5,078 – –
O
311
Ossiam
France
$164K 5,016 +5,016 New
AIP
312
Ameritas Investment Partners
Nebraska
$154K 4,724 – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
313
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152K 4,664 +4,664 New
SPIA
314
Steward Partners Investment Advisory
New York
$118K 3,630 +1,550 +75%
ASN
315
Advisory Services Network
Georgia
$106K 3,242 +3,242 New
WT
316
Washington Trust
Rhode Island
$106K 3,242 +3,242 New
US Bancorp
317
US Bancorp
Minnesota
$104K 3,175 +148 +5%
Federated Hermes
318
Federated Hermes
Pennsylvania
$103K 3,163 +3,163 New
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$102K 3,146 -179 -5%
HFRG
320
Houlihan Financial Resource Group
Virginia
$102K 2,647 +2,647 New
LS
321
Livforsakringsbolaget Skandia
Sweden
$90K 2,766 – –
Acadian Asset Management
322
Acadian Asset Management
Massachusetts
$89K 2,717 +2,717 New
TCM
323
Tradewinds Capital Management
Washington
$88K 2,700 – –
DSC
324
Duncker Streett & Co
Missouri
$81K 2,480 – –
CA
325
Clearstead Advisors
Ohio
$78K 2,377 – –
11 12
13
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