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Universal Display

399 hedge funds and large institutions have $5.25B invested in Universal Display in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 129 increasing their positions, 136 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $128M | Put options by funds: $76.8M

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

2% more funds holding

Funds holding: 390399 (+9)

1.03% more ownership

Funds ownership: 75.89%76.92% (+1%)

5% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 136

5% less capital invested

Capital invested by funds: $5.56B → $5.25B (-$302M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
399
Holders Change
+9
Holders Change %
+2.31%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
54
Increased
129
Reduced
136
Closed
44
Calls
$128M
Puts
$76.8M
Net Calls
+$51.4M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
V
276
Veritable
Delaware
$304K -$55.2K -385 -15%
EWS
277
Evergreen Wealth Solutions
Pennsylvania
$303K +$860 +6 +0.3%
MS
278
Maven Securities
Jersey
$298K +$297K +2,071 New
CA
279
Calton & Associates
Florida
$295K +$430 +3 +0.1%
M&T Bank
280
M&T Bank
New York
$292K +$16.6K +116 +6%
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$289K +$287K +2,006 New
HWA
282
HCR Wealth Advisors
California
$288K
SAF
283
Smith Anglin Financial
Texas
$288K +$716 +5 +0.3%
KeyBank National Association
284
KeyBank National Association
Ohio
$281K +$2.87K +20 +1%
US Bancorp
285
US Bancorp
Minnesota
$276K +$24.4K +170 +10%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$275K +$51.2K +357 +23%
Walleye Capital
287
Walleye Capital
New York
$272K +$271K +1,888 New
KA
288
Kozak & Associates
Colorado
$270K
BCM
289
Bayesian Capital Management
New York
$266K -$272K -1,900 -51%
TD Asset Management
290
TD Asset Management
Ontario, Canada
$254K -$3.15K -22 -1%
GCIA
291
Gabelli & Co Investment Advisers
New York
$251K
Parallax Volatility Advisers
292
Parallax Volatility Advisers
California
$248K +$190K +1,329 +342%
Brown Advisory
293
Brown Advisory
Maryland
$245K -$14.8K -103 -6%
CTC
294
Central Trust Company
Missouri
$245K -$860 -6 -0.4%
OLA
295
Oliver Luxxe Assets
New Jersey
$238K
SBIA
296
Sheaff Brock Investment Advisors
Indiana
$238K +$14.3K +100 +6%
CC
297
Centiva Capital
New York
$221K +$21.8K +152 +11%
ATPW
298
Ashton Thomas Private Wealth
Arizona
$216K -$1.29K -9 -0.6%
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$215K
DFCM
300
Dark Forest Capital Management
Puerto Rico
$208K +$207K +1,446 New

OLED Hedge Fund Activity: Q2 2023 in Review

399 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q2 2023, worth a combined $5.25B — down 5.4% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new OLED positions and 44 closed out — a net gain of 10 holders — while 129 added to existing stakes and 136 trimmed.

The largest buyer was Vanguard Group, adding an estimated $40.7M. The largest seller was Los Angeles Capital Management, cutting an estimated $16.1M.

  • 399 institutional investors held Universal Display (OLED) as of Q2 2023, up from 390 in Q1 2023.
  • Funds reported $5.25B of Universal Display stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 54 funds opened new Universal Display positions in Q2 2023 and 44 closed out, a net change of +10 holders.
  • The largest Universal Display buyer in Q2 2023 was Vanguard Group, an estimated $40.7M added.
  • The largest Universal Display seller in Q2 2023 was Los Angeles Capital Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2023.