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448 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, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 46

2% more funds holding

Funds holding: 441448 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 165

2.26% less ownership

Funds ownership: 99.39%97.13% (-2.3%)

19% less capital invested

Capital invested by funds: $14.1B → $11.4B (-$2.64B)

69% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $4.43M

Holders
448
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
165
Closed
46
Calls
$1.38M
Puts
$4.43M
Net Calls
-$3.05M
Net Calls Change
-$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
HFW
276
Horizon Family Wealth
Illinois
$565K +$7.37K +185 +1%
Stifel Financial
277
Stifel Financial
Missouri
$541K -$149K -3,747 -20%
TI
278
Tidal Investments
Wisconsin
$518K +$32K +804 +6%
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$517K -$20K -503 -3%
VPIM
280
Vanguard Personalized Indexing Management
California
$511K -$41.7K -1,047 -7%
Janney Montgomery Scott
281
Janney Montgomery Scott
Pennsylvania
$497K +$837 +21 +0.2%
CAN
282
Cetera Advisor Networks
California
$492K +$146K +3,666 +36%
BFM
283
Boothbay Fund Management
New York
$487K +$544K +13,659 New
HCM
284
Howland Capital Management
Massachusetts
$478K
MNBTD
285
Moody National Bank Trust Division
Texas
$448K
Aviva
286
Aviva
United Kingdom
$443K -$2.31K -58 -0.5%
PIFP
287
Partners in Financial Planning
Virginia
$441K
JSC
288
Jackson Square Capital
California
$432K -$80.4K -2,018 -14%
HFAS
289
Hummer Financial Advisory Services
Illinois
$418K
BC
290
Bridgefront Capital
Texas
$402K -$223K -5,587 -33%
VWM
291
Venturi Wealth Management
Texas
$399K +$87.8K +2,202 +25%
TRCT
292
Tower Research Capital (TRC)
New York
$398K -$460K -11,530 -51%
KRSITF
293
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$397K +$638 +16 +0.1%
XT
294
XTX Topco
Cayman Islands
$388K +$243K +6,085 +127%
VI
295
Versor Investments
New York
$382K +$165K +4,136 +63%
TMAM
296
Tokio Marine Asset Management
Japan
$376K +$87.6K +2,199 +26%
Neuberger Berman Group
297
Neuberger Berman Group
New York
$373K -$28.5M -714,640 -99%
ACA
298
Ackerman Capital Advisors
Texas
$358K
BA
299
Bridgewater Associates
Connecticut
$352K +$9.57K +240 +2%
NMIMC
300
Northwestern Mutual Investment Management Company
Wisconsin
$341K -$7.61K -191 -2%