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UDR
UDR

Overview Fund Activity

446 hedge funds and large institutions have $11.4B invested in UDR in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
7.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
57
Increased
150
Reduced
164
Closed
46
Calls
$1.38M
Puts
$4.43M
Net Calls
-$3.05M
Net Calls Change
-$4.22M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$213M
2
Deutsche Bank
2
Deutsche Bank
Germany
$181M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$45.4M
4
NC
4
Nekton Capital
United Kingdom
$35.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$29.9M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$920M
2
Invesco
2
Invesco
Georgia
$315M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$101M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
201
Mutual of America Capital Management
New York
$1.51M -$74.2K -2,080 -5%
M&T Bank
202
M&T Bank
New York
$1.5M -$5.31K -149 -0.4%
II
203
Inspire Investing
Idaho
$1.48M -$144K -4,042 -9%
WAM
204
Wolverine Asset Management
Illinois
$1.36M +$1.36M +38,200 New
OTL
205
Oak Thistle LLC
New York
$1.3M +$1.3M +36,435 New
BCM
206
Brookstone Capital Management
Illinois
$1.29M – – –
AI
207
Atria Investments
North Carolina
$1.27M -$55.5K -1,557 -4%
EGM
208
Engineers Gate Manager
New York
$1.26M +$723K +20,283 +136%
Pacer Advisors
209
Pacer Advisors
Pennsylvania
$1.24M +$273K +7,654 +28%
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$1.23M -$106K -2,970 -8%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$1.21M -$230K -6,439 -16%
TCM
212
Telos Capital Management
California
$1.21M +$308K +8,635 +34%
Rafferty Asset Management
213
Rafferty Asset Management
New York
$1.21M +$33.2K +930 +3%
SDIC
214
South Dakota Investment Council
South Dakota
$1.21M – – –
Nordea Investment Management
215
Nordea Investment Management
Sweden
$1.2M -$43.6K -1,207 -3%
HighTower Advisors
216
HighTower Advisors
Illinois
$1.15M -$36K -1,014 -3%
MWM
217
Moran Wealth Management
Florida
$1.14M +$1.14M +31,886 New
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$1.13M +$902K +25,281 +390%
O
219
Ossiam
France
$1.1M -$182K -5,091 -14%
DC
220
Davenport & Co
Virginia
$1.1M -$65K -1,823 -6%
EP
221
Edgestream Partners
New Jersey
$1.1M -$729K -20,451 -40%
AUB
222
Atlantic Union Bankshares
Virginia
$1.09M -$63.1K -1,770 -5%
NICM
223
Neo Ivy Capital Management
New York
$1.09M +$1.09M +30,496 New
MC
224
Machina Capital
France
$1.08M +$1.08M +30,282 New
Mackenzie Financial
225
Mackenzie Financial
Ontario, Canada
$1.06M +$19.1K +550 +2%
7 8
9
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