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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 %
SCM
326
Schnieders Capital Management
California
$223K 5,827 +5,827 New
GLLW
327
Graves Light Lenhart Wealth
Virginia
$220K 5,758 – –
ETC
328
Exchange Traded Concepts
Oklahoma
$219K 5,732 -570 -9%
TTWM
329
TCV Trust & Wealth Management
Virginia
$217K 5,665 +50 +0.9%
VIM
330
Vinva Investment Management
Australia
$216K 5,578 -3,058 -35%
AG
331
AlTi Global
New York
$214K 5,591 +5,591 New
CCA
332
Checchi Capital Advisers
California
$214K 5,581 +5,581 New
ITC
333
Inspire Trust Company
Nevada
$211K 5,500 +5,500 New
DAM
334
Derbend Asset Management
Georgia
$210K 5,491 +5,491 New
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$207K 5,412 -1,073 -17%
PA
336
Profund Advisors
Maryland
$206K 5,390 +5,390 New
KS
337
Karpas Strategies
Connecticut
$205K 5,356 +5,356 New
Corient Private Wealth
338
Corient Private Wealth
Florida
$203K 5,306 -571 -10%
RJFSA
339
Raymond James Financial Services Advisors
Florida
$201K 5,256 -409 -7%
SPIA
340
Steward Partners Investment Advisory
New York
$197K 5,137 -325 -6%
VSQM
341
V-Square Quantitative Management
Illinois
$193K 5,032 – –
MAM
342
Meeder Asset Management
Ohio
$192K 5,008 – –
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$188K 4,904 – –
GI
344
GAMMA Investing
California
$183K 5,091 +5,091 New
HI
345
Horizon Investments
North Carolina
$178K 4,708 +166 +4%
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$149K 3,895 -1,032 -21%
ASN
347
Advisory Services Network
Georgia
$138K 3,592 +3,592 New
WBC
348
Westpac Banking Corp
Australia
$133K 3,480 – –
AIP
349
Ameritas Investment Partners
Nebraska
$129K 3,363 -395 -11%
WTA
350
Washington Trust Advisors
Massachusetts
$124K 3,242 – –
12 13
14
15 16