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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.

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
Norges Bank
1
Norges Bank
Norway
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Invesco
3
Invesco
Georgia
$178M
4
CIM
4
Centersquare Investment Management
Pennsylvania
$421M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
VI
351
Vestcor Inc
New Brunswick, Canada
$241K 5,309 – –
EF
352
Empowered Funds
Pennsylvania
$238K 5,246 +350 +7%
PP
353
Prudential plc
United Kingdom
$238K 5,241 – –
A
354
AlphaQuest
New York
$236K 5,206 +4,295 +471%
RCM
355
RMR Capital Management
California
$234K 5,171 – –
LIM
356
Leavell Investment Management
Alabama
$233K 5,132 – –
OCM
357
One Capital Management
California
$228K 5,025 -400 -7%
NCM
358
Next Capital Management
New York
$227K 5,000 +5,000 New
NP
359
NorthRock Partners
Minnesota
$226K 4,985 +4,985 New
Cambridge Investment Research Advisors
360
Cambridge Investment Research Advisors
Iowa
$226K 4,981 +4,981 New
TC
361
TownSquare Capital
Utah
$224K 4,936 +4,936 New
Capstone Investment Advisors
362
Capstone Investment Advisors
New York
$224K 4,933 -283 -5%
TBA
363
Tower Bridge Advisors
Pennsylvania
$218K 4,800 -300 -6%
SNBOSCI
364
Security National Bank of Sioux City Iowa
Iowa
$216K 4,755 +4,755 New
XT
365
XTX Topco
Cayman Islands
$215K 4,752 -30,412 -86%
BEAM
366
Baker Ellis Asset Management
Washington
$205K 4,520 +4,520 New
WBC
367
Westpac Banking Corp
Australia
$203K 4,470 +4,470 New
JF
368
Jump Financial
Illinois
$202K 4,461 +4,461 New
Mercer Global Advisors
369
Mercer Global Advisors
Colorado
$201K 4,481 +4,481 New
LS
370
Livforsakringsbolaget Skandia
Sweden
$197K 4,335 +3,800 +710%
HI
371
Horizon Investments
North Carolina
$184K 4,097 -1,348 -25%
CFM
372
Catalyst Funds Management
Australia
$181K 4,000 +3,200 +400%
CI Investments Inc
373
CI Investments Inc
Ontario, Canada
$176K 3,883 -302 -7%
SPIA
374
Steward Partners Investment Advisory
New York
$174K 3,835 +34 +0.9%
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$172K 3,802 +347 +10%
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15
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