504 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 203 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 203

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
504
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.56M
Puts
$7.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
301
Penserra Capital Management
California
$456K
VF
302
Virtu Financial
New York
$453K
CSP
303
Cary Street Partners
Virginia
$453K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
304
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$445K
Allspring Global Investments
305
Allspring Global Investments
North Carolina
$443K
AV
306
ASR Vermogensbeheer
Netherlands
$439K
HFAS
307
Hummer Financial Advisory Services
Illinois
$437K
Mackenzie Financial
308
Mackenzie Financial
Ontario, Canada
$437K
BFPW
309
BOK Financial Private Wealth
Colorado
$427K
GC
310
Guggenheim Capital
Illinois
$424K
Jane Street
311
Jane Street
New York
$410K
Stifel Financial
312
Stifel Financial
Missouri
$385K
SC
313
SummitTX Capital
Texas
$384K
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$376K
ACA
315
Ackerman Capital Advisors
Texas
$374K
CCM
316
Callodine Capital Management
Massachusetts
$373K
GAM
317
Groupama Asset Management
France
$372K
Wealthfront Advisers
318
Wealthfront Advisers
California
$370K
NMIMC
319
Northwestern Mutual Investment Management Company
Wisconsin
$358K
UBS AM
320
UBS AM
Illinois
$357K
Bessemer Group
321
Bessemer Group
New Jersey
$354K
HSA
322
HBK Sorce Advisory
Pennsylvania
$339K
NP
323
NorthRock Partners
Minnesota
$336K
BBVA
324
Banco Bilbao Vizcaya Argentaria
Spain
$334K
TSW
325
Thompson Siegel & Walmsley
Virginia
$332K