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 %
SPIA
326
Steward Partners Investment Advisory
New York
$241K -$21.5K -500 -8%
RJFSA
327
Raymond James Financial Services Advisors
Florida
$232K +$558 +13 +0.2%
DA
328
Duality Advisers
Florida
$231K +$231K +5,374 New
KS
329
Karpas Strategies
Connecticut
$230K -$4.3K -100 -2%
SCA
330
Snowden Capital Advisors
New York
$221K -$13.1K -304 -6%
LIM
331
Leavell Investment Management
Alabama
$220K
TBA
332
Tower Bridge Advisors
Pennsylvania
$219K
MAM
333
Meeder Asset Management
Ohio
$215K
PCM
334
Prelude Capital Management
New York
$212K +$212K +4,940 New
BCV
335
Banque Cantonale Vaudoise
Switzerland
$211K
V
336
Veritable
Delaware
$211K
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$211K +$45.9K +1,068 +28%
SHA
338
Seneca House Advisors
Virginia
$209K +$209K +4,868 New
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$208K -$1.2K -28 -0.6%
XT
340
XTX Topco
Cayman Islands
$206K +$206K +4,788 New
TSS
341
Two Sigma Securities
New York
$205K +$205K +4,772 New
Simplex Trading
342
Simplex Trading
Illinois
$201K +$10.6K +247 +6%
PA
343
Profund Advisors
Maryland
$201K +$201K +4,678 New
EBA
344
Eagle Bay Advisors
New York
$196K -$15.7K -366 -7%
Federated Hermes
345
Federated Hermes
Pennsylvania
$195K -$146K -3,396 -43%
DGAM
346
Desjardins Global Asset Management
Quebec, Canada
$193K +$104K +2,430 +117%
HI
347
Horizon Investments
North Carolina
$191K +$15K +353 +9%
AIP
348
Ameritas Investment Partners
Nebraska
$161K
QCG
349
Quadrant Capital Group
Ohio
$144K -$15.4K -359 -10%
BAMF
350
BI Asset Management Fondsmaeglerselskab
Denmark
$140K -$17.4K -405 -11%