OLED icon

Universal Display
OLED

Overview Fund Activity

459 hedge funds and large institutions have $7.76B invested in Universal Display in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 151 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+29
Holders Change %
+6.74%
% of All Funds
6.68%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
74
Increased
151
Reduced
157
Closed
42
Calls
$140M
Puts
$72.4M
Net Calls
+$67.3M
Net Calls Change
+$79.2M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$128M
2
SCA
Southpoint Capital Advisors
New York
$52.6M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
$51.7M
4
Ameriprise
Ameriprise
Minnesota
$56M
5
CCM
CloudAlpha Capital Management
Hong Kong
$34.6M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$128M
2
Jennison Associates
Jennison Associates
New York
$116M
3
Citadel Advisors
Citadel Advisors
Florida
$6.27M
4
RS
Robeco Schweiz
Switzerland
$2.9M
5
PHK
Point72 Hong Kong
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
251
Strid Group
Pennsylvania
$664K – – –
FFA
252
Founders Financial Alliance
North Carolina
$641K – – –
EM
253
ELCO Management
New York
$631K – – –
CTA
254
Chesley Taft & Associates
Illinois
$631K – – –
LWAM
255
Legacy Wealth Asset Management
Minnesota
$624K – – –
CGH
256
Crossmark Global Holdings
Texas
$620K -$78.2K -372 -11%
SCM
257
Semanteon Capital Management
Massachusetts
$617K +$266K +1,267 +76%
PP
258
Prudential plc
United Kingdom
$609K -$103K -491 -14%
AIP
259
ARS Investment Partners
New York
$606K +$84.1K +400 +16%
SCA
260
Snowden Capital Advisors
New York
$586K +$21.4K +102 +4%
N
261
Natixis
France
$568K +$568K +2,700 New
CCFM
262
Clear Creek Financial Management
Washington
$554K +$63.7K +303 +13%
FFA
263
Fortune Financial Advisors
Kansas
$554K -$31.3K -149 -5%
CFMC
264
Curbstone Financial Management Corp
New Hampshire
$549K – – –
XF
265
XML Financial
Maryland
$544K – – –
CWM
266
Circle Wealth Management
New Jersey
$544K +$544K +2,586 New
William Blair & Company
267
William Blair & Company
Illinois
$528K -$6.31K -30 -1%
PFS
268
Prospera Financial Services
Texas
$520K +$9.06K +43 +2%
BMSSC
269
B. Metzler seel. Sohn & Co
Germany
$507K – – –
Bessemer Group
270
Bessemer Group
New Jersey
$500K -$29.4K -140 -6%
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$497K +$92.9K +442 +23%
RWB
272
RMR Wealth Builders
New Jersey
$490K – – –
CWM
273
Connecticut Wealth Management
Connecticut
$485K -$83.7K -398 -15%
PWM
274
Perigon Wealth Management
California
$450K -$22.9K -109 -5%
EWS
275
Evergreen Wealth Solutions
Pennsylvania
$445K +$631 +3 +0.1%
9 10
11
12 13