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Universal Display
OLED

Overview Fund Activity

451 hedge funds and large institutions have $7.12B invested in Universal Display in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 116 increasing their positions, 161 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+54
Holders Change %
+13.6%
% of All Funds
6.61%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
90
Increased
116
Reduced
161
Closed
28
Calls
$152M
Puts
$145M
Net Calls
+$7.08M
Net Calls Change
-$8.88M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$394M
2
Morgan Stanley
Morgan Stanley
New York
$126M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$238M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$117M
5
Korea Investment Corp
Korea Investment Corp
South Korea
$42M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
$11.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
$197M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
LCP
LGT Capital Partners
Switzerland
$25.7M
5
EIP
Epoch Investment Partners
New York
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
251
Winton Group
United Kingdom
$532K -$72.9K -381 -12%
CWM
252
Connecticut Wealth Management
Connecticut
$518K +$1.15K +6 +0.2%
TSS
253
Two Sigma Securities
New York
$500K +$500K +2,616 New
CFMC
254
Curbstone Financial Management Corp
New Hampshire
$499K – – –
XF
255
XML Financial
Maryland
$495K – – –
William Blair & Company
256
William Blair & Company
Illinois
$489K +$5.36K +28 +1%
PFS
257
Prospera Financial Services
Texas
$487K -$185K -968 -28%
VA
258
Vident Advisory
Georgia
$486K +$486K +2,539 New
AIP
259
ARS Investment Partners
New York
$474K +$57.4K +300 +14%
BMSSC
260
B. Metzler seel. Sohn & Co
Germany
$461K -$5.55K -29 -1%
JFG
261
Jefferies Financial Group
New York
$458K +$458K +2,395 New
PCS
262
Personal CFO Solutions
New Jersey
$456K +$7.46K +39 +2%
OAM
263
Oppenheimer Asset Management
New York
$453K -$262K -1,368 -37%
PAG
264
Private Advisor Group
New Jersey
$452K -$293K -1,530 -39%
RWB
265
RMR Wealth Builders
New Jersey
$449K +$2.68K +14 +0.6%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$448K +$21.2K +111 +5%
TI
267
Tidal Investments
Wisconsin
$439K +$439K +2,296 New
PWM
268
Perigon Wealth Management
California
$433K +$1.72K +9 +0.4%
Truist Financial
269
Truist Financial
North Carolina
$411K -$6.89K -36 -2%
EWS
270
Evergreen Wealth Solutions
Pennsylvania
$403K +$765 +4 +0.2%
NRD
271
Nebula Research & Development
New York
$403K +$403K +2,105 New
Los Angeles Capital Management
272
Los Angeles Capital Management
California
$396K +$6.5K +34 +2%
SCM
273
Shelton Capital Management
Colorado
$394K -$25.1K -131 -6%
MM
274
MQS Management
New York
$392K +$392K +2,051 New
CA
275
Calton & Associates
Florida
$392K +$392K +2,051 New
9 10
11
12 13