457 hedge funds and large institutions have $12.4B invested in UDR in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 172 reducing their positions, and 58 closing their positions.

Holders
457
Holders Change
+11
Holders Change %
+2.47%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
73
Increased
150
Reduced
172
Closed
58
Calls
$6.51M
Puts
$5M
Net Calls
+$1.51M
Net Calls Change
+$4.56M
Name Market Value Shares Shares
Change
Shares
Change %
MCM
426
MV Capital Management
Maryland
$3.18K 83 -100 -55%
ST
427
Smithfield Trust
Pennsylvania
$3K 70
FMP
428
Financial Management Professionals
Texas
$3K 85
EC
429
EntryPoint Capital
New York
$2.99K 78 +78 New
AP
430
Aspect Partners
Virginia
$2.68K 70 +70 New
FFA
431
Farther Finance Advisors
California
$2.41K 63 -4 -6%
KA
432
Kozak & Associates
Colorado
$2.14K 56 +1 +2%
CIA
433
Cape Investment Advisory
Georgia
$1.92K 50
EWA
434
EverSource Wealth Advisors
Alabama
$1.61K 42 +16 +62%
VCM
435
Versant Capital Management
Arizona
$1.57K 41 +29 +242%
PWMG
436
Prestige Wealth Management Group
New Jersey
$1.53K 40
SWM
437
Spire Wealth Management
Virginia
$1.43K 38 +38 New
T
438
Tidemark
California
$1.42K 37 +37 New
TFM
439
TFC Financial Management
Massachusetts
$1.38K 36 +36 New
ZB
440
Zions Bancorporation
Utah
$1.38K 36 -40 -53%
GI
441
Gradient Investments
Minnesota
$1.3K 34
AAP
442
Arax Advisory Partners
Colorado
$1.19K 31 +14 +82%
AssetMark Inc
443
AssetMark Inc
California
$1.11K 29 +29 New
GKIM
444
GW&K Investment Management
Massachusetts
$1K 31 +5 +19%
AWM
445
Abound Wealth Management
Tennessee
$888 23
MA
446
MCF Advisors
Kentucky
$805 21 -10 -32%
RCM
447
Raleigh Capital Management
North Carolina
$766 20 +20 New
DF
448
Dunhill Financial
United Kingdom
$749 20 +20 New
JWA
449
JFS Wealth Advisors
Pennsylvania
$613 16 +16 New
S
450
Sachetta
Massachusetts
$575 15 +15 New