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Universal Display
OLED

Overview Fund Activity

397 hedge funds and large institutions have $5.25B invested in Universal Display in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 127 increasing their positions, 136 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+9
Holders Change %
+2.32%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
54
Increased
127
Reduced
136
Closed
44
Calls
$128M
Puts
$76.8M
Net Calls
+$51.4M
Net Calls Change
-$14.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$647M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$182M
3
Jennison Associates
Jennison Associates
New York
$119M
4
AllianceBernstein
AllianceBernstein
Tennessee
$207M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$10.4M

Top Sellers

1
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.24M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$16.5M
3
2
2Xideas
Switzerland
$0
4
LCP
LGT Capital Partners
Switzerland
$47.6M
5
Holocene Advisors
Holocene Advisors
New York
$7.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
251
Cetera Advisor Networks
California
$397K +$397K +2,751 New
AT
252
American Trust
Kentucky
$393K -$46.3K -321 -11%
CWM
253
Connecticut Wealth Management
Connecticut
$388K – – –
QT
254
Quantamental Technologies
New York
$388K +$388K +2,694 New
MML Investors Services
255
MML Investors Services
Massachusetts
$388K +$388K +2,689 New
PAG
256
Private Advisor Group
New Jersey
$383K +$182K +1,261 +90%
FHC
257
First Heartland Consultants
Missouri
$381K -$118K -820 -24%
KTC
258
Kistler-Tiffany Companies
Pennsylvania
$378K -$46K -319 -11%
XF
259
XML Financial
Maryland
$373K – – –
William Blair & Company
260
William Blair & Company
Illinois
$365K -$36K -250 -9%
OTPPB
261
Ontario Teachers' Pension Plan Board
Ontario, Canada
$363K +$363K +2,516 New
BMSSC
262
B. Metzler seel. Sohn & Co
Germany
$352K -$43.2K -300 -11%
ETC
263
Exchange Traded Concepts
Oklahoma
$340K +$256K +1,774 +303%
RWB
264
RMR Wealth Builders
New Jersey
$336K – – –
Truist Financial
265
Truist Financial
North Carolina
$335K -$753K -5,226 -69%
PCS
266
Personal CFO Solutions
New Jersey
$332K +$2.6K +18 +0.8%
SCM
267
Shelton Capital Management
Colorado
$329K – – –
Group One Trading
268
Group One Trading
Illinois
$327K +$261K +1,809 +395%
PWM
269
Perigon Wealth Management
California
$316K +$1.01K +7 +0.3%
NYLIM
270
New York Life Investment Management
New York
$316K +$316K +2,192 New
II
271
Inspire Investing
Idaho
$315K +$62.3K +432 +25%
AIP
272
ARS Investment Partners
New York
$314K – – –
CF
273
Cantor Fitzgerald
New York
$306K +$306K +2,123 New
AWM
274
Angeles Wealth Management
California
$305K +$305K +2,119 New
V
275
Veritable
Delaware
$304K -$55.5K -385 -15%
9 10
11
12 13