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Universal Display
OLED

Overview Fund Activity

397 hedge funds and large institutions have $5.74B invested in Universal Display in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 147 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
–
Holders Change %
0%
% of All Funds
6.33%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
50
Increased
118
Reduced
147
Closed
45
Calls
$113M
Puts
$97.2M
Net Calls
+$16M
Net Calls Change
-$35.5M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$57.5M
2
Millennium Management
Millennium Management
New York
$34.6M
3
Macquarie Group
Macquarie Group
Australia
$198M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$151M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$28M

Top Sellers

1
UBS AM
UBS AM
Illinois
$247M
2
AllianceBernstein
AllianceBernstein
Tennessee
$195M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$39.9M
4
First Trust Advisors
First Trust Advisors
Illinois
$58.5M
5
Comerica Bank
Comerica Bank
Texas
$3.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
251
Connacht Asset Management
New York
$428K -$279K -1,775 -39%
CWM
252
Connecticut Wealth Management
Connecticut
$424K +$785 +5 +0.2%
QT
253
Quantamental Technologies
New York
$412K -$11.3K -72 -3%
CFMC
254
Curbstone Financial Management Corp
New Hampshire
$410K +$410K +2,610 New
XF
255
XML Financial
Maryland
$406K – – –
AC
256
AXQ Capital
New Jersey
$402K -$110K -700 -21%
William Blair & Company
257
William Blair & Company
Illinois
$397K – – –
BMSSC
258
B. Metzler seel. Sohn & Co
Germany
$383K – – –
PCS
259
Personal CFO Solutions
New Jersey
$368K +$5.81K +37 +2%
RWB
260
RMR Wealth Builders
New Jersey
$366K – – –
AT
261
American Trust
Kentucky
$356K -$72.8K -464 -17%
OTL
262
Oak Thistle LLC
New York
$355K -$201K -1,282 -36%
PWM
263
Perigon Wealth Management
California
$354K +$9.73K +62 +3%
HT
264
Headlands Technologies
Illinois
$352K -$227K -1,449 -39%
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$350K +$50.4K +321 +17%
SCM
266
Shelton Capital Management
Colorado
$344K -$14.4K -92 -4%
Truist Financial
267
Truist Financial
North Carolina
$343K -$21.8K -139 -6%
AIP
268
ARS Investment Partners
New York
$342K – – –
SWP
269
Stratos Wealth Partners
Ohio
$340K +$340K +2,163 New
EWS
270
Evergreen Wealth Solutions
Pennsylvania
$330K +$628 +4 +0.2%
M&T Bank
271
M&T Bank
New York
$320K +$1.26K +8 +0.4%
Los Angeles Capital Management
272
Los Angeles Capital Management
California
$319K -$1.03M -6,578 -76%
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$317K +$1.57K +10 +0.5%
US Bancorp
274
US Bancorp
Minnesota
$316K +$15.9K +101 +5%
SAF
275
Smith Anglin Financial
Texas
$314K +$628 +4 +0.2%
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