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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
QC
401
Quent Capital
New York
$11.5K +$5.9K +148 +85%
RTC
402
Riverview Trust Company
Washington
$11.5K
HNB
403
Huntington National Bank
Ohio
$10.9K +$12.2K +306 New
BAAM
404
Baker Avenue Asset Management
California
$9.56K -$438 -11 -4%
CTC
405
Central Trust Company
Missouri
$8.92K
BTI
406
Blue Trust Inc
Georgia
$8K -$757 -19 -9%
VNA
407
Valley National Advisers
Pennsylvania
$8K -$199 -5 -2%
DIP
408
DT Investment Partners
Pennsylvania
$7.99K
GEA
409
Glen Eagle Advisors
New Jersey
$7.71K -$996 -25 -10%
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$6.81K
MCM
411
Manchester Capital Management
Vermont
$6.6K +$120 +3 +2%
MCM
412
MV Capital Management
Maryland
$6.53K +$1.63K +41 +29%
WWM
413
Wolff Wiese Magana
California
$6.24K
HWA
414
HHM Wealth Advisors
Tennessee
$6.14K
PMFA
415
Plante Moran Financial Advisors
Michigan
$6.03K
SWA
416
Sutton Wealth Advisors
Florida
$6.03K +$6.1K +153 +956%
GWS
417
Glassman Wealth Services
Virginia
$5.78K -$1.95K -49 -23%
CWP
418
Concord Wealth Partners
Virginia
$5.35K
WTG
419
West Tower Group
Virginia
$5.17K +$319 +8 +6%
TWC
420
TD Waterhouse Canada
Ontario, Canada
$4.76K
IRC
421
Investors Research Corp
Georgia
$4.64K
EARNEST Partners
422
EARNEST Partners
Georgia
$4.57K
CAL
423
Capital Advisors Ltd
Ohio
$4K +$1.24K +31 +45%
GWM
424
Geneos Wealth Management
Colorado
$3.57K
OLVIG
425
Oliver Lagore Vanvalin Investment Group
Michigan
$3.21K