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UDR
UDR

Overview Fund Activity

399 hedge funds and large institutions have $9.32B invested in UDR in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 142 increasing their positions, 148 reducing their positions, and 46 closing their positions.

Holders
399
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
8.07%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
46
Increased
142
Reduced
148
Closed
46
Calls
$5.01M
Puts
$2.85M
Net Calls
+$2.16M
Net Calls Change
+$1.88M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.2B
2
Barclays
2
Barclays
United Kingdom
$60.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$156M
4
HRES
4
Heitman Real Estate Securities
Illinois
$68.2M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$26.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$437M
2
ZP
2
Zimmer Partners
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$26M
4
Invesco
4
Invesco
Georgia
$288M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$323M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
426
Atlas Capital Advisors
Wyoming
– – -2,622 Closed
PAG
427
Private Advisor Group
New Jersey
– – -2,551 Closed
RIM
428
Rampart Investment Management
Connecticut
– – -2,227 Closed
OPS
429
Orion Portfolio Solutions
Nebraska
– – -1,280 Closed
MCA
430
Mercer Capital Advisers
New Jersey
– – -764 Closed
CWM
431
Campbell Wealth Management
Virginia
– – -461 Closed
PI
432
PEAK6 Investments
Illinois
– – -350 Closed
BL
433
Balentine LLC
Georgia
– – -347 Closed
TAIM
434
TD Ameritrade Investment Management
Nebraska
– – -177 Closed
HIA
435
Harbor Investment Advisory
Maryland
– – -140 Closed
BWM
436
BerganKDV Wealth Management
Minnesota
– – -102 Closed
MIM
437
Macroview Investment Management
Maryland
– – -61 Closed
EW
438
Evoke Wealth
California
$0 4 -53 -93%
KPW
439
Kore Private Wealth
New York
– – -22 Closed
TWA
440
TCI Wealth Advisors
Arizona
$0 3 -7 -70%
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$0 6 – –
TFO
442
Tarbox Family Office
California
$0 12 – –
VCM
443
Versant Capital Management
Arizona
$0 5 – –
Simplex Trading
444
Simplex Trading
Illinois
– – – –
CFGS
445
Concourse Financial Group Securities
Alabama
– – – –
Group One Trading
446
Group One Trading
Illinois
– – – –
Capstone Investment Advisors
447
Capstone Investment Advisors
New York
– – – –
CG
448
Cutler Group
California
– – – –
M
449
MOTCO
Texas
$0 3 – –
PFO
450
Pathstone Family Office
New Jersey
$0 9 – –
14 15 16 17
18