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Universal Display

481 hedge funds and large institutions have $8.26B invested in Universal Display in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 176 increasing their positions, 149 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

18% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 149

12% more call options, than puts

Call options by funds: $141M | Put options by funds: $126M

6% more capital invested

Capital invested by funds: $7.76B → $8.26B (+$503M)

4.88% more ownership

Funds ownership: 78.17%83.05% (+4.9%)

5% more funds holding

Funds holding: 460481 (+21)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
481
Holders Change
+21
Holders Change %
+4.57%
% 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
0.11%
New
72
Increased
176
Reduced
149
Closed
50
Calls
$141M
Puts
$126M
Net Calls
+$15.6M
Net Calls Change
-$51.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
251
Aviva
United Kingdom
$684K -$23.5K -116 -3%
VC
252
Vestor Capital
Illinois
$683K
SC
253
Savant Capital
Illinois
$664K +$641K +3,163 New
SG
254
Strid Group
Pennsylvania
$663K
FFA
255
Founders Financial Alliance
North Carolina
$640K
Westfield Capital Management
256
Westfield Capital Management
Massachusetts
$634K -$32.9M -162,463 -98%
CTA
257
Chesley Taft & Associates
Illinois
$630K
EM
258
ELCO Management
New York
$630K
LWAM
259
Legacy Wealth Asset Management
Minnesota
$619K -$3.65K -18 -0.6%
BWP
260
Bernardo Wealth Planning
Pennsylvania
$616K +$608K +3,003 New
IWC
261
Integrated Wealth Concepts
Massachusetts
$607K +$585K +2,889 New
AIP
262
ARS Investment Partners
New York
$605K
P
263
&Partners
Tennessee
$597K +$401K +1,979 New
PP
264
Prudential plc
United Kingdom
$593K -$14.4K -71 -2%
SAF
265
Smith Anglin Financial
Texas
$591K +$163K +804 +40%
CFMC
266
Curbstone Financial Management Corp
New Hampshire
$590K +$40.5K +200 +8%
SCA
267
Snowden Capital Advisors
New York
$565K -$19.2K -95 -3%
MSRPS
268
Maryland State Retirement & Pension System
Maryland
$558K -$209K -1,032 -28%
FFA
269
Fortune Financial Advisors
Kansas
$556K +$2.63K +13 +0.5%
XF
270
XML Financial
Maryland
$543K
PFS
271
Prospera Financial Services
Texas
$542K +$21.9K +108 +4%
PCM
272
Prelude Capital Management
New York
$540K -$410K -2,024 -44%
OR
273
Olympiad Research
Connecticut
$540K +$132K +650 +34%
CCFM
274
Clear Creek Financial Management
Washington
$535K -$17.8K -88 -3%
AO
275
Advisor OS
Illinois
$534K +$515K +2,543 New

OLED Hedge Fund Activity: Q3 2024 in Review

481 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2024, worth a combined $8.26B — up 6.5% from $7.76B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new OLED positions and 50 closed out — a net gain of 22 holders — while 176 added to existing stakes and 149 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $377M. The largest seller was Fidelity Investments, cutting an estimated $148M.

  • 481 institutional investors held Universal Display (OLED) as of Q3 2024, up from 460 in Q2 2024.
  • Funds reported $8.26B of Universal Display stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 72 funds opened new Universal Display positions in Q3 2024 and 50 closed out, a net change of +22 holders.
  • The largest Universal Display buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $377M added.
  • The largest Universal Display seller in Q3 2024 was Fidelity Investments, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2024.