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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
Swedbank
201
Swedbank
Sweden
$1.53M
MOACM
202
Mutual of America Capital Management
New York
$1.51M -$82.9K -2,080 -5%
M&T Bank
203
M&T Bank
New York
$1.5M -$5.94K -149 -0.4%
II
204
Inspire Investing
Idaho
$1.48M -$161K -4,042 -9%
WAM
205
Wolverine Asset Management
Illinois
$1.36M +$1.52M +38,200 New
OTL
206
Oak Thistle LLC
New York
$1.3M +$1.45M +36,435 New
BCM
207
Brookstone Capital Management
Illinois
$1.29M
AI
208
Atria Investments
North Carolina
$1.27M -$62.1K -1,557 -4%
EGM
209
Engineers Gate Manager
New York
$1.26M +$808K +20,283 +136%
Pacer Advisors
210
Pacer Advisors
Pennsylvania
$1.24M +$305K +7,654 +28%
Commonwealth Equity Services
211
Commonwealth Equity Services
Massachusetts
$1.23M -$118K -2,970 -8%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$1.21M -$257K -6,439 -16%
TCM
213
Telos Capital Management
California
$1.21M +$344K +8,635 +34%
Rafferty Asset Management
214
Rafferty Asset Management
New York
$1.21M +$37.1K +930 +3%
SDIC
215
South Dakota Investment Council
South Dakota
$1.21M
Nordea Investment Management
216
Nordea Investment Management
Sweden
$1.2M -$48.1K -1,207 -3%
HighTower Advisors
217
HighTower Advisors
Illinois
$1.15M -$40.4K -1,014 -3%
MWM
218
Moran Wealth Management
Florida
$1.14M +$1.27M +31,886 New
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$1.13M +$1.01M +25,281 +390%
O
220
Ossiam
France
$1.1M -$203K -5,091 -14%
DC
221
Davenport & Co
Virginia
$1.1M -$72.7K -1,823 -6%
EP
222
Edgestream Partners
New Jersey
$1.1M -$815K -20,451 -40%
AUB
223
Atlantic Union Bankshares
Virginia
$1.09M -$70.5K -1,770 -5%
NICM
224
Neo Ivy Capital Management
New York
$1.09M +$1.22M +30,496 New
MC
225
Machina Capital
France
$1.08M +$1.21M +30,282 New