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UDR
UDR

Overview Fund Activity

441 hedge funds and large institutions have $13.5B invested in UDR in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 173 increasing their positions, 151 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
-13
Holders Change %
-2.86%
% of All Funds
7.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
173
Reduced
151
Closed
47
Calls
$9.66M
Puts
$4.7M
Net Calls
+$4.97M
Net Calls Change
-$4.64M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$934M
2
ZP
2
Zimmer Partners
New York
$82.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.17B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$123M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$36.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$167M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.53B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$10.3M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
301
Naviter Wealth
Arkansas
$330K +$330K +7,908 New
CWM
302
Chesapeake Wealth Management
Virginia
$322K -$14.6K -351 -4%
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$317K -$19.5K -468 -6%
VI
304
Vestcor Inc
New Brunswick, Canada
$313K -$1.24M -29,665 -80%
CM
305
Capital Management
Virginia
$313K – – –
KeyBank National Association
306
KeyBank National Association
Ohio
$309K -$3.63K -87 -1%
KA
307
Kintegral Advisory
New York
$307K – – –
BBVA
308
Banco Bilbao Vizcaya Argentaria
Spain
$304K +$1.5K +36 +0.5%
PP
309
Prudential plc
United Kingdom
$302K +$33.6K +807 +13%
CCA
310
Checchi Capital Advisers
California
$298K +$1.5K +36 +0.5%
BCM
311
Bayesian Capital Management
New York
$292K -$45.1K -1,081 -13%
ACM
312
Ashford Capital Management
Delaware
$284K – – –
IC
313
IEQ Capital
California
$282K -$385K -9,228 -58%
LIM
314
Longfellow Investment Management
Massachusetts
$279K – – –
LNWWM
315
Laird Norton Wetherby Wealth Management
California
$279K +$8.67K +208 +3%
US Bancorp
316
US Bancorp
Minnesota
$278K -$752 -18 -0.3%
Creative Planning
317
Creative Planning
Kansas
$275K +$275K +6,605 New
FTDI
318
First Trust Direct Indexing
Massachusetts
$271K -$9.7K -233 -3%
GLLW
319
Graves Light Lenhart Wealth
Virginia
$265K – – –
TMAM
320
Tokio Marine Asset Management
Japan
$264K +$53K +1,269 +25%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$260K -$75.6K -1,805 -23%
VFP
322
Verus Financial Partners
Virginia
$255K +$320 +8 +0.1%
BMSSC
323
B. Metzler seel. Sohn & Co
Germany
$255K +$11.8K +284 +5%
RJFSA
324
Raymond James Financial Services Advisors
Florida
$253K +$38K +911 +18%
LIM
325
Leavell Investment Management
Alabama
$252K +$37.6K +900 +18%
11 12
13
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