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Universal Display
OLED

Overview Fund Activity

478 hedge funds and large institutions have $8.12B invested in Universal Display in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
6.91%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.12%
New
72
Increased
173
Reduced
149
Closed
52
Calls
$141M
Puts
$126M
Net Calls
+$15.6M
Net Calls Change
-$51.7M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$518M
2
BlackRock
BlackRock
New York
$1.02B
3
Wells Fargo
Wells Fargo
California
$92.7M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$80.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$317M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$295M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
$0
4
UBS AM
UBS AM
Illinois
$267M
5
Macquarie Group
Macquarie Group
Australia
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
251
Savant Capital
Illinois
$664K +$664K +3,163 New
SG
252
Strid Group
Pennsylvania
$663K – – –
FFA
253
Founders Financial Alliance
North Carolina
$640K – – –
Westfield Capital Management
254
Westfield Capital Management
Massachusetts
$634K -$34.1M -162,463 -98%
EM
255
ELCO Management
New York
$630K – – –
CTA
256
Chesley Taft & Associates
Illinois
$630K – – –
LWAM
257
Legacy Wealth Asset Management
Minnesota
$619K -$3.78K -18 -0.6%
BWP
258
Bernardo Wealth Planning
Pennsylvania
$616K +$616K +3,003 New
IWC
259
Integrated Wealth Concepts
Massachusetts
$607K +$607K +2,889 New
AIP
260
ARS Investment Partners
New York
$605K – – –
P
261
&Partners
Tennessee
$597K +$597K +1,979 New
PP
262
Prudential plc
United Kingdom
$593K -$14.9K -71 -2%
SAF
263
Smith Anglin Financial
Texas
$591K +$169K +804 +40%
CFMC
264
Curbstone Financial Management Corp
New Hampshire
$590K +$42K +200 +8%
SCA
265
Snowden Capital Advisors
New York
$565K -$19.9K -95 -3%
MSRPS
266
Maryland State Retirement & Pension System
Maryland
$558K -$217K -1,032 -28%
FFA
267
Fortune Financial Advisors
Kansas
$556K +$2.73K +13 +0.5%
XF
268
XML Financial
Maryland
$543K – – –
PFS
269
Prospera Financial Services
Texas
$542K +$22.7K +108 +4%
PCM
270
Prelude Capital Management
New York
$540K -$425K -2,024 -44%
OR
271
Olympiad Research
Connecticut
$540K +$136K +650 +34%
CCFM
272
Clear Creek Financial Management
Washington
$535K -$18.5K -88 -3%
AO
273
Advisor OS
Illinois
$534K +$534K +2,543 New
William Blair & Company
274
William Blair & Company
Illinois
$526K -$1.68K -8 -0.3%
FCM
275
Firestone Capital Management
Florida
$524K +$524K +2,498 New
9 10
11
12 13