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 %
WTA
351
Washington Trust Advisors
Massachusetts
$139K
NP
352
Ninepoint Partners
Ontario, Canada
$127K -$45.1K -1,050 -26%
IA
353
IFP Advisors
Florida
$123K -$39K -908 -24%
WBC
354
Westpac Banking Corp
Australia
$123K -$9.3M -216,440 -99%
ACA
355
Atlas Capital Advisors
Wyoming
$113K
Credit Agricole
356
Credit Agricole
France
$112K -$108K -2,507 -49%
CI Investments Inc
357
CI Investments Inc
Ontario, Canada
$110K +$2.06K +48 +2%
CT
358
Clearstead Trust
Maine
$102K
T
359
TOBAM
France
$102K +$34.4K +802 +51%
WT
360
Whittier Trust
California
$93.9K -$42K -977 -31%
SSB
361
Sandy Spring Bank
Maryland
$92.4K
SIM
362
Sentry Investment Management
Wisconsin
$86K
LFA
363
Legend Financial Advisors
Pennsylvania
$85.9K
AF
364
Allworth Financial
California
$70K -$644 -15 -0.9%
Bessemer Group
365
Bessemer Group
New Jersey
$68K +$45K +1,053 +196%
MCM
366
McMillion Capital Management
North Carolina
$63.1K +$63.1K +1,468 New
FDCDDQ
367
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.1K
C
368
Covestor
United Kingdom
$59K -$30.2K -707 -34%
GRP
369
Global Retirement Partners
California
$52.8K +$1.03K +24 +2%
HDIM
370
Hanson & Doremus Investment Management
Vermont
$51K
PTC
371
Private Trust Company
Ohio
$47.5K -$3.61K -84 -7%
DI
372
Disciplined Investments
Oklahoma
$43K +$43K +1,000 New
AA
373
Addison Advisors
Vermont
$42.7K +$5.59K +130 +15%
TPCW
374
TD Private Client Wealth
New York
$35.2K -$32.1K -747 -48%
LS
375
Livforsakringsbolaget Skandia
Sweden
$32.9K