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Universal Display

399 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, 129 increasing their positions, 136 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $128M | Put options by funds: $76.8M

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

2% more funds holding

Funds holding: 390399 (+9)

1.03% more ownership

Funds ownership: 75.89%76.92% (+1%)

5% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 136

5% less capital invested

Capital invested by funds: $5.56B → $5.25B (-$302M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
399
Holders Change
+9
Holders Change %
+2.31%
% 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
129
Reduced
136
Closed
44
Calls
$128M
Puts
$76.8M
Net Calls
+$51.4M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
251
Cetera Advisor Networks
California
$397K +$394K +2,751 New
AT
252
American Trust
Kentucky
$393K -$46K -321 -11%
CWM
253
Connecticut Wealth Management
Connecticut
$388K
QT
254
Quantamental Technologies
New York
$388K +$386K +2,694 New
MML Investors Services
255
MML Investors Services
Massachusetts
$388K +$385K +2,689 New
PAG
256
Private Advisor Group
New Jersey
$383K +$181K +1,261 +90%
FHC
257
First Heartland Consultants
Missouri
$381K -$118K -820 -24%
MG
258
Marex Group
$380K +$185K +1,290 +96%
KTC
259
Kistler-Tiffany Companies
Pennsylvania
$378K -$45.7K -319 -11%
XF
260
XML Financial
Maryland
$373K
William Blair & Company
261
William Blair & Company
Illinois
$365K -$35.8K -250 -9%
OTPPB
262
Ontario Teachers' Pension Plan Board
Ontario, Canada
$363K +$361K +2,516 New
BMSSC
263
B. Metzler seel. Sohn & Co
Germany
$352K -$43K -300 -11%
ETC
264
Exchange Traded Concepts
Oklahoma
$340K +$254K +1,774 +303%
RWB
265
RMR Wealth Builders
New Jersey
$336K
Truist Financial
266
Truist Financial
North Carolina
$335K -$749K -5,226 -69%
PCS
267
Personal CFO Solutions
New Jersey
$332K +$2.58K +18 +0.8%
SCM
268
Shelton Capital Management
Colorado
$329K
Group One Trading
269
Group One Trading
Illinois
$327K +$259K +1,809 +395%
PWM
270
Perigon Wealth Management
California
$316K +$1K +7 +0.3%
NYLIM
271
New York Life Investment Management
New York
$316K +$314K +2,192 New
II
272
Inspire Investing
Idaho
$315K +$61.9K +432 +25%
AIP
273
ARS Investment Partners
New York
$314K
CF
274
Cantor Fitzgerald
New York
$306K +$304K +2,123 New
AWM
275
Angeles Wealth Management
California
$305K +$304K +2,119 New

OLED Hedge Fund Activity: Q2 2023 in Review

399 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2023, worth a combined $5.25B — down 5.4% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new OLED positions and 44 closed out — a net gain of 10 holders — while 129 added to existing stakes and 136 trimmed.

The largest buyer was Vanguard Group, adding an estimated $40.7M. The largest seller was Los Angeles Capital Management, cutting an estimated $16.1M.

  • 399 institutional investors held Universal Display (OLED) as of Q2 2023, up from 390 in Q1 2023.
  • Funds reported $5.25B of Universal Display stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 54 funds opened new Universal Display positions in Q2 2023 and 44 closed out, a net change of +10 holders.
  • The largest Universal Display buyer in Q2 2023 was Vanguard Group, an estimated $40.7M added.
  • The largest Universal Display seller in Q2 2023 was Los Angeles Capital Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2023.