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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 %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$24.4M 443,347 +122,846 +38%
Amundi
52
Amundi
France
$23.3M 610,258 +78,590 +15%
Asset Management One
53
Asset Management One
Japan
$22.9M 589,660 +2,626 +0.4%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$22.8M 595,501 -3,349 -0.6%
Marshall Wace
55
Marshall Wace
United Kingdom
$22.8M 595,231 +595,231 New
Axa
56
Axa
France
$22.4M 584,169 -51,105 -8%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$22.2M 578,850 +3,865 +0.7%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.9M 572,006 +3,397 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
59
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$21.9M 570,862 +570,862 New
Allianz Asset Management
60
Allianz Asset Management
Germany
$21M 547,992 -93,494 -15%
Canada Life
61
Canada Life
Manitoba, Canada
$20.6M 540,332 +39,999 +8%
SO
62
STRS Ohio
Ohio
$19.1M 499,193 +21,900 +5%
CS
63
Credit Suisse
Switzerland
$18.8M 492,120 +34,894 +8%
State of New Jersey Common Pension Fund D
64
State of New Jersey Common Pension Fund D
New Jersey
$18.5M 484,331 – –
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$18.3M 486,168 +28,090 +6%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$18.3M 477,638 +2,414 +0.5%
PS
67
Presima Securities
Quebec, Canada
$18.3M 476,775 +476,775 New
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$18.1M 471,598 -801,961 -63%
GC
69
Gillson Capital
Illinois
$17.9M 467,986 +467,986 New
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$17.2M 449,944 +100,186 +29%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$16.4M 428,001 +95,950 +29%
Nomura Asset Management
72
Nomura Asset Management
Japan
$16.1M 421,051 +5,145 +1%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$16.1M 419,271 -221,673 -35%
IL
74
Investure LLC
Virginia
$15.8M 411,910 – –
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$15.7M 409,537 +10,253 +3%
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