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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 %
Natixis Advisors
101
Natixis Advisors
Massachusetts
$7.34M 191,600 -10,121 -5%
Handelsbanken Fonder
102
Handelsbanken Fonder
Sweden
$7.23M 188,791 +7,924 +4%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$7.23M 188,804 -4,274 -2%
Korea Investment Corp
104
Korea Investment Corp
South Korea
$6.9M 180,173 +75,103 +71%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$6.82M 178,101 +45,692 +35%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$6.5M 169,759 -166,034 -49%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$6.48M 169,192 -1,342 -0.8%
GC
108
Guggenheim Capital
Illinois
$6.11M 159,545 -1,847 -1%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$6.06M 158,202 -37,255 -19%
Calamos Advisors
110
Calamos Advisors
Illinois
$6.03M 157,434 -2,057 -1%
ECM
111
ExodusPoint Capital Management
New York
$6.01M 156,820 +15,883 +11%
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$5.73M 149,716 +1,430 +1%
Capital Fund Management (CFM)
113
Capital Fund Management (CFM)
France
$5.69M 148,476 -83,469 -36%
CWM
114
CIBC World Markets
New York
$5.36M 140,103 +123,373 +737%
Royal London Asset Management
115
Royal London Asset Management
United Kingdom
$5.23M 136,565 +8,123 +6%
EH
116
EMG Holdings
Connecticut
$4.98M 130,000 +130,000 New
VanEck Associates
117
VanEck Associates
New York
$4.93M 128,798 +16,289 +14%
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.82M 125,911 +64,963 +107%
Toronto Dominion Bank
119
Toronto Dominion Bank
Ontario, Canada
$4.8M 125,343 -56,948 -31%
PHAM
120
Pacific Heights Asset Management
California
$4.79M 125,000 – –
Skandinaviska Enskilda Banken (SEB)
121
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.73M 123,573 -23,142 -16%
VAM
122
Vert Asset Management
California
$4.63M 120,803 -6,977 -5%
OCBCO
123
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.61M 120,273 -12,555 -9%
HCM
124
HGI Capital Management
New York
$4.52M 117,992 +24,425 +26%
LM
125
Lincluden Management
Ontario, Canada
$4.51M 117,770 +53,940 +85%
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5
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