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UDR
UDR

Overview Fund Activity

500 hedge funds and large institutions have $13.6B invested in UDR in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 177 increasing their positions, 173 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.23%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
64
Increased
177
Reduced
173
Closed
39
Calls
$1.42M
Puts
$1.96M
Net Calls
-$538K
Net Calls Change
+$15M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$361M
2
UBS AM
2
UBS AM
Illinois
$140M
3
Prudential Financial
3
Prudential Financial
New Jersey
$109M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$517M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.39B

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Invesco
2
Invesco
Georgia
$178M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$421M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$18.7M
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
326
United Capital Financial Advisors
Texas
$324K +$181 +4 +0.1%
Envestnet Portfolio Solutions
327
Envestnet Portfolio Solutions
Illinois
$315K -$11.2K -247 -3%
SFA
328
Sequoia Financial Advisors
Ohio
$313K +$313K +6,897 New
AA
329
ALPS Advisors
Colorado
$313K +$21.8K +480 +7%
CC
330
Centiva Capital
New York
$311K -$3.18M -70,048 -91%
VFP
331
Verus Financial Partners
Virginia
$305K +$1.17K +26 +0.4%
NWM
332
Napa Wealth Management
California
$305K +$55.5K +1,225 +22%
LNWWM
333
Laird Norton Wetherby Wealth Management
California
$305K -$1.5K -33 -0.5%
IWS
334
Integrity Wealth Solutions
Colorado
$291K – – –
AAS
335
Avantax Advisory Services
Texas
$290K +$20.2K +445 +7%
Truist Financial
336
Truist Financial
North Carolina
$285K -$2.74M -60,381 -91%
FTDI
337
First Trust Direct Indexing
Massachusetts
$284K -$27.6K -609 -9%
LP
338
LMR Partners
United Kingdom
$274K +$274K +6,036 New
VSQM
339
V-Square Quantitative Management
Illinois
$267K +$10.1K +223 +4%
RJFSA
340
Raymond James Financial Services Advisors
Florida
$266K +$1.18K +26 +0.4%
CWM
341
Chesapeake Wealth Management
Virginia
$266K -$6.12K -135 -2%
FHB
342
First Hawaiian Bank
Hawaii
$264K +$264K +5,823 New
GLLW
343
Graves Light Lenhart Wealth
Virginia
$261K – – –
TTWM
344
TCV Trust & Wealth Management
Virginia
$253K +$19.2K +424 +8%
HFM
345
Harvest Fund Management
China
$249K +$149K +3,292 +150%
US Bancorp
346
US Bancorp
Minnesota
$249K +$2.49K +55 +1%
CTC
347
Cetera Trust Company
Minnesota
$248K -$2.27K -50 -0.9%
AG
348
AlTi Global
New York
$248K -$14.8K -327 -6%
CCA
349
Checchi Capital Advisers
California
$246K -$4.72K -104 -2%
TIAA Trust, National Association
350
TIAA Trust, National Association
North Carolina
$243K -$13.1K -288 -5%
12 13
14
15 16