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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 %
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$79.9M 2,086,620 +2,086,620 New
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$70.1M 1,830,437 +809,273 +79%
DPIM
28
Duff & Phelps Investment Management
Illinois
$67.5M 1,761,750 -691,770 -28%
HRES
29
Heitman Real Estate Securities
Illinois
$61M 1,591,847 +1,591,847 New
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$60.6M 1,581,379 -461,056 -23%
Goldman Sachs
31
Goldman Sachs
New York
$60.3M 1,574,268 -134,922 -8%
Diamond Hill Capital Management
32
Diamond Hill Capital Management
Ohio
$60.1M 1,569,086 -39,925 -2%
Bank of America
33
Bank of America
North Carolina
$54.7M 1,427,943 -350,283 -20%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$53.1M 1,387,043 -448,354 -24%
SEI Investments
35
SEI Investments
Pennsylvania
$51.8M 1,352,313 +64,012 +5%
AllianceBernstein
36
AllianceBernstein
Tennessee
$51.1M 1,334,092 +156,056 +13%
SCP
37
Soroban Capital Partners
New York
$47.8M 1,248,995 +1,248,995 New
NC
38
Nekton Capital
United Kingdom
$45.6M 1,190,487 +186,284 +19%
Prudential Financial
39
Prudential Financial
New Jersey
$43.4M 1,139,900 -5,087 -0.4%
Pictet Asset Management
40
Pictet Asset Management
Switzerland
$40.5M 1,056,465 -25,622 -2%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$37.7M 983,603 +108,728 +12%
Swiss National Bank
42
Swiss National Bank
Switzerland
$37.5M 978,800 -27,100 -3%
WCP
43
Waterfront Capital Partners
New York
$35M 914,248 +914,248 New
RGREA
44
Ranger Global Real Estate Advisors
Colorado
$34.2M 893,735 -132,302 -13%
BC
45
Brookfield Corp
Ontario, Canada
$34M 887,396 -377,561 -30%
LIMS
46
Lasalle Investment Management Securities
Maryland
$33.7M 879,547 +879,547 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$29.2M 761,659 +44,677 +6%
URS
48
Utah Retirement Systems
Utah
$27.8M 726,817 +300 +0%
Barclays
49
Barclays
United Kingdom
$26.1M 680,550 +7,252 +1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$25.4M 662,240 -6,511 -1%
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