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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
ST
426
Smithfield Trust
Pennsylvania
$3K
FMP
427
Financial Management Professionals
Texas
$3K +$1.75K +44 +107%
ZB
428
Zions Bancorporation
Utah
$2.71K -$40 -1 -1%
FFA
429
Farther Finance Advisors
California
$2.39K
BIA
430
Bell Investment Advisors
California
$2.32K +$1.04K +26 +67%
KA
431
Kozak & Associates
Colorado
$1.97K +$40 +1 +2%
IG
432
ING Group
Netherlands
$1.93K +$2.15K +54 New
CIA
433
Cape Investment Advisory
Georgia
$1.78K
NC
434
NewSquare Capital
Pennsylvania
$1.78K +$1.99K +50 New
TCOV
435
Trust Company of Vermont
Vermont
$1.46K +$1.63K +41 New
PWMG
436
Prestige Wealth Management Group
New Jersey
$1.43K
GI
437
Gradient Investments
Minnesota
$1.21K
MA
438
MCF Advisors
Kentucky
$1.11K
GKIM
439
GW&K Investment Management
Massachusetts
$1K +$598 +15 +136%
EWA
440
EverSource Wealth Advisors
Alabama
$927 -$2.63K -66 -72%
AWM
441
Abound Wealth Management
Tennessee
$827 -$159 -4 -15%
AAP
442
Arax Advisory Partners
Colorado
$607 -$359 -9 -35%
UFF
443
USA Financial Formulas
Michigan
$499
VCM
444
Versant Capital Management
Arizona
$428
ECM
445
Everence Capital Management
Indiana
$307
CTA
446
Colonial Trust Advisors
South Carolina
$143 +$159 +4 New
PCTC
447
Perkins Coie Trust Company
Washington
$142 +$159 +4 New
CIMLRA
448
CBRE Investment Management Listed Real Assets
Pennsylvania
-$52.2M -1,215,336 Closed
National Pension Service
449
National Pension Service
South Korea
-$21.6M -502,885 Closed
Tudor Investment Corp
450
Tudor Investment Corp
Connecticut
-$15.1M -352,590 Closed