450 hedge funds and large institutions have $12.2B invested in UDR in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 180 increasing their positions, 153 reducing their positions, and 52 closing their positions.

Holders
450
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
47
Increased
180
Reduced
153
Closed
52
Calls
$6.48M
Puts
$19.2M
Net Calls
-$12.8M
Net Calls Change
-$14.3M
Name Market Value Shares Shares
Change
Shares
Change %
AWM
426
Avior Wealth Management
Nebraska
$1.61K 43 +43 New
PWMG
427
Prestige Wealth Management Group
New Jersey
$1.5K 40
VCM
428
Versant Capital Management
Arizona
$1.35K 36 -5 -12%
ZB
429
Zions Bancorporation
Utah
$1.35K 36
TFM
430
TFC Financial Management
Massachusetts
$1.35K 36
HI
431
Harbour Investments
Wisconsin
$1.31K 35 +25 +250%
MA
432
MCF Advisors
Kentucky
$1.05K 28 +7 +33%
GKIM
433
GW&K Investment Management
Massachusetts
$1K 31
CAL
434
Capital Advisors Ltd
Ohio
$1K 17 +17 New
DF
435
Dunhill Financial
United Kingdom
$877 23 +3 +15%
AWM
436
Abound Wealth Management
Tennessee
$868 23
IA
437
IFP Advisors
Florida
$860 23 +23 New
CA
438
Continuum Advisory
Idaho
$664 17 +17 New
AIM
439
Anchor Investment Management
South Carolina
$636 17 +17 New
S
440
Sachetta
Massachusetts
$575 15
ECM
441
Everence Capital Management
Indiana
$557 14,880
BIA
442
Bell Investment Advisors
California
$524 14
CA
443
Clearstead Advisors
Ohio
$431 11 +11 New
NA
444
NewEdge Advisors
Louisiana
$378 10
WPA
445
West Paces Advisors
Georgia
$374 10
CTA
446
Colonial Trust Advisors
South Carolina
$299 8
CWC
447
Carolinas Wealth Consulting
North Carolina
$187 5 +5 New
VWA
448
Valued Wealth Advisors
Utah
$150 4
JWA
449
JFS Wealth Advisors
Pennsylvania
$113 3 -13 -81%
CFGS
450
Concourse Financial Group Securities
Alabama
$74 2 +2 New