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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 %
IRC
451
Investors Research Corp
Georgia
$5.89K 130 – –
AF
452
Advisornet Financial
Minnesota
$5.12K 113 – –
BGAI
453
Bruce G. Allen Investments
Colorado
$5.03K 111 – –
IA
454
IFP Advisors
Florida
$4.31K 95 – –
MCM
455
MV Capital Management
Maryland
$4.26K 94 – –
OLVIG
456
Oliver Lagore Vanvalin Investment Group
Michigan
$4.08K 90 – –
AIM
457
Aurora Investment Managers
Florida
$3.91K 86,303 +6,319 +8%
AP
458
Aspect Partners
Virginia
$3.36K 74 – –
RCM
459
Raleigh Capital Management
North Carolina
$3.36K 74 +9 +14%
CPA
460
Capital Performance Advisors
California
$3.36K 74 +74 New
KIG
461
Kessler Investment Group
Indiana
$3.08K 68 – –
ST
462
Smithfield Trust
Pennsylvania
$3K 70 – –
FMP
463
Financial Management Professionals
Texas
$3K 66 +15 +29%
LIS
464
Legacy Investment Solutions
Idaho
$2.85K 63 +63 New
LWMI
465
Legacy Wealth Management (Idaho)
Idaho
$2.85K 63 +63 New
S
466
Sachetta
Massachusetts
$2.77K 61 – –
KA
467
Kozak & Associates
Colorado
$2.58K 58 +1 +2%
GFPC
468
Global Financial Private Client
Florida
$2.54K 56 +56 New
CIA
469
Cape Investment Advisory
Georgia
$2.27K 50 – –
FFO
470
Fortitude Family Office
Arizona
$2.04K 45 – –
HI
471
Harbour Investments
Wisconsin
$2.04K 45 +2 +5%
GKIM
472
GW&K Investment Management
Massachusetts
$2K 51 +9 +21%
DF
473
Dunhill Financial
United Kingdom
$2K 44 +20 +83%
LFG
474
Larson Financial Group
Missouri
$1.95K 43 +43 New
HPC
475
HM Payson & Co
Maine
$1.86K 41 +41 New
17 18
19
20 21