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 %
WWM
401
Wolff Wiese Magana
California
$7.52K +$7.52K +175 New
HWA
402
HHM Wealth Advisors
Tennessee
$7.39K -$3.01K -70 -29%
PMFA
403
Plante Moran Financial Advisors
Michigan
$7.26K
FCAG
404
First Capital Advisors Group
New Jersey
$6.87K +$6.87K +160 New
CWP
405
Concord Wealth Partners
Virginia
$6.44K
MCM
406
MV Capital Management
Maryland
$6.1K
WTG
407
West Tower Group
Virginia
$5.89K +$5.89K +137 New
TWC
408
TD Waterhouse Canada
Ontario, Canada
$5.72K +$5.72K +99 New
IRC
409
Investors Research Corp
Georgia
$5.59K
EARNEST Partners
410
EARNEST Partners
Georgia
$5.5K
GWM
411
Geneos Wealth Management
Colorado
$4.3K
EWA
412
EverSource Wealth Advisors
Alabama
$3.95K +$1.03K +24 +35%
OLVIG
413
Oliver Lagore Vanvalin Investment Group
Michigan
$3.87K +$2.92K +68 +309%
ZB
414
Zions Bancorporation
Utah
$3.31K +$301 +7 +10%
ST
415
Smithfield Trust
Pennsylvania
$3K
CAL
416
Capital Advisors Ltd
Ohio
$3K +$3K +69 New
FFA
417
Farther Finance Advisors
California
$2.88K +$301 +7 +12%
KA
418
Kozak & Associates
Colorado
$2.38K
YDMI
419
Y.D. More Investments
Israel
$2.15K
CIA
420
Cape Investment Advisory
Georgia
$2.15K
CFO
421
CVA Family Office
Colorado
$2.15K +$1.07K +25 +100%
FMP
422
Financial Management Professionals
Texas
$2K
KFP
423
KB Financial Partners
New Jersey
$2K
BG
424
Bollard Group
Massachusetts
$2K +$2K +40 New
PWMG
425
Prestige Wealth Management Group
New Jersey
$1.72K