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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 %
FI
301
FJ Investments
Utah
$299K 7,800 +7,800 New
Brown Advisory
302
Brown Advisory
Maryland
$297K 7,768 – –
PSF
303
Pacific Sun Financial
California
$289K 7,557 +1,731 +30%
CM
304
Capital Management
Virginia
$287K 7,506 – –
VU
305
Vanderbilt University
Tennessee
$286K 7,470 +717 +11%
KeyBank National Association
306
KeyBank National Association
Ohio
$280K 7,309 -118 -2%
S
307
SignatureFD
Georgia
$280K 7,304 -1,041 -12%
IMCOOI
308
Investment Management Corp of Ontario (IMCO)
Canada
$279K 7,297 +7,297 New
CWM
309
Chesapeake Wealth Management
Virginia
$274K 7,160 – –
Wealthfront Advisers
310
Wealthfront Advisers
California
$273K 7,135 +9 +0.1%
LNWWM
311
Laird Norton Wetherby Wealth Management
California
$271K 7,066 +697 +11%
GS
312
GTS Securities
New York
$268K 6,987 +6,987 New
AIMCA
313
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$257K 6,700 – –
US Bancorp
314
US Bancorp
Minnesota
$256K 6,692 -1,992 -23%
Robeco Institutional Asset Management
315
Robeco Institutional Asset Management
Netherlands
$255K 6,660 +4,218 +173%
Wealth Enhancement Advisory Services
316
Wealth Enhancement Advisory Services
Minnesota
$252K 6,568 -157 -2%
VFP
317
Verus Financial Partners
Virginia
$246K 6,716 -557 -8%
Neuberger Berman Group
318
Neuberger Berman Group
New York
$246K 6,432 -4,024 -38%
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$245K 6,393 -561 -8%
Envestnet Portfolio Solutions
320
Envestnet Portfolio Solutions
Illinois
$239K 6,255 +6,255 New
ECU
321
Eisler Capital (UK)
United Kingdom
$234K 6,122 +6,122 New
TIAA Trust, National Association
322
TIAA Trust, National Association
North Carolina
$231K 6,033 -3 -0%
BOM
323
Bank of Marin
California
$230K 6,000 – –
IWS
324
Integrity Wealth Solutions
Colorado
$227K 5,925 +5,925 New
HF
325
HRT Financial
New York
$225K 5,881 -65,971 -92%
11 12
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