439 hedge funds and large institutions have $14B invested in UDR in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 136 increasing their positions, 173 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
6.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
48
Increased
136
Reduced
173
Closed
43
Calls
$2.55M
Puts
$1.39M
Net Calls
+$1.17M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
251
Penserra Capital Management
California
$711K +$111K +2,583 +18%
BMSSC
252
B. Metzler seel. Sohn & Co
Germany
$699K +$367K +8,550 +111%
HFW
253
Horizon Family Wealth
Illinois
$672K +$7.43K +173 +1%
PFO
254
Pathstone Family Office
New Jersey
$672K +$66.3K +1,518 +11%
VPIM
255
Vanguard Personalized Indexing Management
California
$660K +$33.2K +772 +5%
CGH
256
Crossmark Global Holdings
Texas
$652K +$6.48K +161 +1%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$644K -$83.1K -1,934 -11%
NMERB
258
New Mexico Educational Retirement Board
New Mexico
$644K +$34.3K +800 +6%
EGM
259
Engineers Gate Manager
New York
$641K -$29.8K -693 -4%
EC
260
Elequin Capital
New York
$630K +$630K +14,655 New
NW
261
Naviter Wealth
Arkansas
$626K +$89.4K +2,081 +17%
JSC
262
Jackson Square Capital
California
$607K -$261K -6,072 -30%
Janney Montgomery Scott
263
Janney Montgomery Scott
Pennsylvania
$598K +$32.6K +758 +6%
TI
264
Tidal Investments
Wisconsin
$590K +$56K +1,304 +10%
HCM
265
Howland Capital Management
Massachusetts
$575K -$7.73K -180 -1%
AAM
266
Advisors Asset Management
Colorado
$550K -$22K -511 -4%
MNBTD
267
Moody National Bank Trust Division
Texas
$540K
Aviva
268
Aviva
United Kingdom
$536K -$642K -14,949 -55%
PIFP
269
Partners in Financial Planning
Virginia
$531K -$192K -4,461 -27%
Squarepoint
270
Squarepoint
New York
$509K +$509K +11,858 New
YIH
271
Y-Intercept (HK)
Hong Kong
$507K -$434K -10,106 -46%
HFAS
272
Hummer Financial Advisory Services
Illinois
$504K
VI
273
Vestcor Inc
New Brunswick, Canada
$496K -$1.09M -25,358 -69%
DCM
274
Dupont Capital Management
Delaware
$487K -$378K -8,809 -44%
Creative Planning
275
Creative Planning
Kansas
$481K +$27.8K +646 +6%