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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
PFBT
376
Parkside Financial Bank & Trust
Missouri
$38.8K +$30.1K +754 +226%
FDCDDQ
377
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.2K -$14.9K -375 -26%
PTC
378
Private Trust Company
Ohio
$38K -$1.55K -39 -4%
QL
379
Quarry LP
New York
$36.3K +$40.5K +1,017 New
SL
380
Salomon & Ludwin
Virginia
$34.7K +$38.7K +972 New
LC
381
Lindbrook Capital
California
$30.5K +$4.34K +109 +15%
PA
382
Parallel Advisors
California
$28.8K +$1.67K +42 +5%
LS
383
Livforsakringsbolaget Skandia
Sweden
$27.3K
MRCM
384
M&R Capital Management
New Jersey
$24.6K
WB
385
Webster Bank
Connecticut
$23.1K +$25.8K +648 New
BONH
386
Bank of New Hampshire
New Hampshire
$21.8K
AGWCA
387
Annis Gardner Whiting Capital Advisors
Florida
$19.3K +$21.5K +540 New
NS
388
NBC Securities
Alabama
$19K +$21.3K +535 New
HL
389
HeadInvest LLC
Maine
$19K +$21.5K +540 New
Bessemer Group
390
Bessemer Group
New Jersey
$18K -$42.4K -1,063 -67%
DSC
391
Duncker Streett & Co
Missouri
$17.8K
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$16.9K +$1.48K +37 +8%
APW
393
Acima Private Wealth
Virginia
$16.2K
First Manhattan
394
First Manhattan
New York
$14.3K
TPCW
395
TD Private Client Wealth
New York
$14K -$17K -427 -52%
UB
396
UMB Bank
Missouri
$13.2K +$3.99K +100 +37%
AFS
397
Annapolis Financial Services
Maryland
$12.8K
IA
398
IFP Advisors
Florida
$12.7K -$100K -2,511 -88%
AF
399
Advisornet Financial
Minnesota
$11.7K -$199 -5 -2%
CFB
400
Cullen/Frost Bankers
Texas
$11.6K +$12.9K +324 New