454 hedge funds and large institutions have $14.7B invested in UDR in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 195 increasing their positions, 137 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-45
Holders Change %
-9.02%
% of All Funds
7.68%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
46
Increased
195
Reduced
137
Closed
78
Calls
$18M
Puts
$8.36M
Net Calls
+$9.61M
Net Calls Change
-$5.33M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealthfront Advisers
326
Wealthfront Advisers
California
$295K -$827K -17,973 -74%
IA
327
IFP Advisors
Florida
$294K
GLLW
328
Graves Light Lenhart Wealth
Virginia
$292K
VFP
329
Verus Financial Partners
Virginia
$291K +$366 +8 +0.1%
SCA
330
Snowden Capital Advisors
New York
$290K +$3.4K +74 +1%
TI
331
Tidal Investments
Wisconsin
$283K +$49.7K +1,080 +21%
BOM
332
Bank of Marin
California
$276K
KIA
333
KCM Investment Advisors
California
$276K
KS
334
Karpas Strategies
Connecticut
$274K
SHA
335
Seneca House Advisors
Virginia
$272K +$86.4K +1,874 +47%
BMSSC
336
B. Metzler seel. Sohn & Co
Germany
$268K
TBA
337
Tower Bridge Advisors
Pennsylvania
$267K
RG
338
Renaissance Group
Kentucky
$263K -$14.8K -321 -5%
EI
339
Ellevest Inc
New York
$256K -$1.56K -34 -0.6%
CCP
340
Corient Capital Partners
California
$249K +$28.2K +612 +13%
UCFA
341
United Capital Financial Advisors
Texas
$246K +$6.13K +133 +3%
PAS
342
Park Avenue Securities
New York
$240K +$61.1K +1,327 +34%
RJFSA
343
Raymond James Financial Services Advisors
Florida
$237K +$4.83K +105 +2%
LIM
344
Leavell Investment Management
Alabama
$236K
TMAM
345
Tokio Marine Asset Management
Japan
$233K +$50.6K +1,097 +28%
OPPTF
346
OPSEU Pension Plan Trust Fund
Ontario, Canada
$231K +$231K +5,055 New
BCV
347
Banque Cantonale Vaudoise
Switzerland
$226K -$41.5K -900 -16%
Rockefeller Capital Management
348
Rockefeller Capital Management
New York
$225K +$9.9K +216 +5%
NP
349
Ninepoint Partners
Ontario, Canada
$224K +$224K +4,857 New
IWC
350
Integrated Wealth Concepts
Massachusetts
$220K +$220K +4,773 New