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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.95B 50,829,739 -549,550 -1%
BlackRock
2
BlackRock
New York
$1.33B 34,676,247 +1,787,410 +5%
Norges Bank
3
Norges Bank
Norway
$1.07B 27,826,628 +2,942,154 +12%
Cohen & Steers
4
Cohen & Steers
New York
$1.03B 26,775,574 +984,807 +4%
State Street
5
State Street
Massachusetts
$862M 22,513,058 +467,128 +2%
Invesco
6
Invesco
Georgia
$451M 11,772,125 +2,954,750 +34%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$366M 9,547,378 -2,533,627 -21%
CIM
8
Centersquare Investment Management
Pennsylvania
$311M 8,117,175 +2,145,242 +36%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$281M 7,350,723 -1,134,773 -13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$280M 7,339,533 +132,722 +2%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$234M 6,108,077 +403,377 +7%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$212M 5,546,460 -6,524,415 -54%
Morgan Stanley
13
Morgan Stanley
New York
$202M 5,280,254 +3,004,434 +132%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$175M 4,574,786 -95,994 -2%
Legal & General Group
15
Legal & General Group
United Kingdom
$164M 4,277,936 -4,525 -0.1%
Charles Schwab
16
Charles Schwab
California
$158M 4,128,230 +81,981 +2%
Northern Trust
17
Northern Trust
Illinois
$137M 3,578,665 -1,165,507 -25%
Deutsche Bank
18
Deutsche Bank
Germany
$132M 3,456,586 -1,609,917 -32%
Millennium Management
19
Millennium Management
New York
$121M 3,149,167 +868,431 +38%
UBS AM
20
UBS AM
Illinois
$109M 2,836,833 +270,977 +11%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$108M 2,830,297 – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$102M 2,651,670 +61,243 +2%
ACM
23
AEW Capital Management
Massachusetts
$99.6M 2,601,811 +6,507 +0.3%
PI
24
PGGM Investments
Netherlands
$89M 2,324,664 +720,423 +45%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$83.2M 2,169,225 -359,631 -14%
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