UDR icon

UDR
UDR

Overview Fund Activity

420 hedge funds and large institutions have $11.3B invested in UDR in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 143 increasing their positions, 151 reducing their positions, and 40 closing their positions.

Holders
420
Holders Change
+21
Holders Change %
+5.26%
% of All Funds
7.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
65
Increased
143
Reduced
151
Closed
40
Calls
$5.86M
Puts
$4.11M
Net Calls
+$1.75M
Net Calls Change
-$410K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$422M
2
Invesco
2
Invesco
Georgia
$530M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$300M
4
ZP
4
Zimmer Partners
New York
$127M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$56.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$382M
2
BlackRock
2
BlackRock
New York
$1.2B
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$27.1M
5
Barclays
5
Barclays
United Kingdom
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
301
Candriam SCA
Luxembourg
$250K 6,499 +6,499 New
BBVA
302
Banco Bilbao Vizcaya Argentaria
Spain
$247K 6,433 +6,433 New
BMCM
303
Burns Matteson Capital Management
New York
$244K 6,349 +6,349 New
GLLW
304
Graves Light Lenhart Wealth
Virginia
$244K 6,347 – –
LNWWM
305
Laird Norton Wetherby Wealth Management
California
$244K 6,347 +73 +1%
AI
306
Atom Investors
Texas
$244K 6,348 +6,348 New
Baird Financial Group
307
Baird Financial Group
Wisconsin
$240K 6,235 -327 -5%
TC
308
TwinBeech Capital
New York
$234K 6,082 +6,082 New
LIA
309
LS Investment Advisors
Michigan
$233K 6,066 -134 -2%
BOM
310
Bank of Marin
California
$231K 6,000 +6,000 New
KIA
311
KCM Investment Advisors
California
$231K 6,000 +6,000 New
V
312
Veritable
Delaware
$228K 5,928 +5,928 New
CAN
313
Cetera Advisor Networks
California
$223K 5,790 +5,790 New
AIS
314
American Investment Services
Massachusetts
$219K 5,691 +5,691 New
VI
315
Vestcor Inc
New Brunswick, Canada
$216K 5,610 -36,313 -87%
CS
316
Capital Square
Tennessee
$211K 5,512 +5,512 New
TA
317
Tiedemann Advisors
New York
$209K 5,431 +5,431 New
ARMT
318
Amica Retiree Medical Trust
Rhode Island
$195K 5,078 – –
AIP
319
Ameritas Investment Partners
Nebraska
$165K 4,285 -439 -9%
IA
320
IndexIQ Advisors
New York
$157K 4,093 +1,915 +88%
FTDI
321
First Trust Direct Indexing
Massachusetts
$157K 4,079 +4,079 New
US Bancorp
322
US Bancorp
Minnesota
$142K 3,676 +501 +16%
WT
323
Washington Trust
Rhode Island
$125K 3,242 – –
ASN
324
Advisory Services Network
Georgia
$123K 3,194 -48 -1%
Federated Hermes
325
Federated Hermes
Pennsylvania
$122K 3,169 +6 +0.2%
11 12
13
14 15