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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
GCP
326
GSA Capital Partners
United Kingdom
$228K +$255K +6,391 New
LNWWM
327
Laird Norton Wetherby Wealth Management
California
$227K -$49.7K -1,248 -16%
ACP
328
Arcus Capital Partners
Georgia
$226K +$253K +6,346 New
EBA
329
Eagle Bay Advisors
New York
$225K +$69.8K +1,752 +38%
ETC
330
Exchange Traded Concepts
Oklahoma
$225K +$11.9K +299 +5%
Wolverine Trading
331
Wolverine Trading
Illinois
$224K -$505K -12,682 -67%
TIAA Trust, National Association
332
TIAA Trust, National Association
North Carolina
$215K +$241K +6,036 New
BOM
333
Bank of Marin
California
$214K
ACA
334
Aptus Capital Advisors
Alabama
$212K -$39.8K -998 -14%
Corient Private Wealth
335
Corient Private Wealth
Florida
$210K -$49.7K -1,248 -18%
PSF
336
Pacific Sun Financial
California
$208K +$232K +5,826 New
GLLW
337
Graves Light Lenhart Wealth
Virginia
$206K -$23.5K -589 -9%
DS
338
DRW Securities
Illinois
$206K +$230K +5,774 New
RJFSA
339
Raymond James Financial Services Advisors
Florida
$202K +$10.8K +272 +5%
BFG
340
Bleakley Financial Group
New Jersey
$202K -$31.9K -800 -12%
SS
341
Simplicity Solutions
Minnesota
$202K -$30.3K -761 -12%
TTWM
342
TCV Trust & Wealth Management
Virginia
$200K +$224K +5,615 New
SPIA
343
Steward Partners Investment Advisory
New York
$195K -$5.98K -150 -3%
VSQM
344
V-Square Quantitative Management
Illinois
$179K +$201K +5,032 New
MAM
345
Meeder Asset Management
Ohio
$179K
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$176K +$2.95K +74 +2%
BCV
347
Banque Cantonale Vaudoise
Switzerland
$175K
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$175K +$159 +4 +0.1%
Federated Hermes
349
Federated Hermes
Pennsylvania
$162K -$359 -9 -0.2%
HI
350
Horizon Investments
North Carolina
$160K +$2.19K +55 +1%