OLED icon

Universal Display
OLED

Overview Fund Activity

473 hedge funds and large institutions have $5.4B invested in Universal Display in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 190 increasing their positions, 144 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
6.42%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
75
Increased
190
Reduced
144
Closed
82
Calls
$49.2M
Puts
$58.1M
Net Calls
-$8.94M
Net Calls Change
-$35.9M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$261M
2
Brown Advisory
Brown Advisory
Maryland
+$72.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$56.2M
4
FFM
FengHe Fund Management
Singapore
+$41.1M
5
Wells Fargo
Wells Fargo
California
+$40.4M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$81.9M
2
UBS AM
UBS AM
Illinois
-$61.9M
3
Ameriprise
Ameriprise
Minnesota
-$52.8M
4
Jennison Associates
Jennison Associates
New York
-$34M
5
Invesco
Invesco
Georgia
-$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
251
Strid Group
Pennsylvania
$440K – – –
PA
252
Profund Advisors
Maryland
$438K -$51.9K -372 -11%
VC
253
Vestor Capital
Illinois
$425K -$29.3K -210 -6%
USAA
254
United Services Automobile Association
Texas
$422K +$422K +2,908 New
EM
255
ELCO Management
New York
$418K – – –
CCFM
256
Clear Creek Financial Management
Washington
$418K +$32.1K +230 +8%
BWP
257
Bernardo Wealth Planning
Pennsylvania
$408K +$2.79K +20 +0.7%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$404K +$14.9K +107 +4%
PGFC
259
Peapack-Gladstone Financial Corp
New Jersey
$403K -$124K -887 -23%
CFMC
260
Curbstone Financial Management Corp
New Hampshire
$402K +$9.76K +70 +2%
SCA
261
Snowden Capital Advisors
New York
$401K -$1.12K -8 -0.3%
CGH
262
Crossmark Global Holdings
Texas
$397K -$14.5K -104 -4%
SAF
263
Smith Anglin Financial
Texas
$396K -$1.12K -8 -0.3%
LWAM
264
Legacy Wealth Asset Management
Minnesota
$395K -$2.51K -18 -0.6%
TWM
265
Thrive Wealth Management
Pennsylvania
$392K +$392K +2,810 New
PWM
266
Perigon Wealth Management
California
$378K +$17.7K +127 +5%
DC
267
Davenport & Co
Virginia
$377K +$377K +2,700 New
VWM
268
Venturi Wealth Management
Texas
$372K +$150K +1,075 +68%
EWA
269
EverSource Wealth Advisors
Alabama
$369K +$144K +1,033 +64%
Bessemer Group
270
Bessemer Group
New Jersey
$363K +$13.2K +95 +4%
XF
271
XML Financial
Maryland
$361K – – –
EA
272
Everpar Advisors
Oklahoma
$355K +$355K +2,545 New
PAS
273
Park Avenue Securities
New York
$352K +$111K +799 +46%
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$349K +$154K +1,104 +79%
PFS
275
Prospera Financial Services
Texas
$344K -$25K -179 -7%
9 10
11
12 13