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Universal Display

398 hedge funds and large institutions have $5.74B invested in Universal Display in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 147 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more call options, than puts

Call options by funds: $113M | Put options by funds: $97.2M

9% more capital invested

Capital invested by funds: $5.25B → $5.74B (+$484M)

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0.25% more ownership

Funds ownership: 76.92%77.17% (+0.25%)

0% less funds holding

Funds holding: 399398 (-1)

19% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 147

Holders
398
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
6.32%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
50
Increased
119
Reduced
147
Closed
46
Calls
$113M
Puts
$97.2M
Net Calls
+$16M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
276
HCR Wealth Advisors
California
$314K
KeyBank National Association
277
KeyBank National Association
Ohio
$306K
II
278
Inspire Investing
Idaho
$305K -$36.3K -239 -11%
YMRC
279
Yorktown Management & Research Company
Virginia
$298K +$289K +1,900 New
KA
280
Kozak & Associates
Colorado
$298K
ETC
281
Exchange Traded Concepts
Oklahoma
$297K -$71.2K -469 -20%
AG
282
Appleton Group
Wisconsin
$285K +$276K +1,816 New
GCIA
283
Gabelli & Co Investment Advisers
New York
$273K
OLA
284
Oliver Luxxe Assets
New Jersey
$259K
SBIA
285
Sheaff Brock Investment Advisors
Indiana
$259K
MML Investors Services
286
MML Investors Services
Massachusetts
$259K -$158K -1,038 -39%
Brown Advisory
287
Brown Advisory
Maryland
$255K -$11.8K -78 -5%
QCM
288
Quantinno Capital Management
New York
$250K +$242K +1,594 New
SM
289
Sciencast Management
New Jersey
$247K +$239K +1,572 New
CI Investments Inc
290
CI Investments Inc
Ontario, Canada
$240K +$153K +1,006 +192%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$238K +$3.65K +24 +2%
JF
292
Jump Financial
Illinois
$237K -$1.08M -7,120 -82%
ATPW
293
Ashton Thomas Private Wealth
Arizona
$237K +$1.67K +11 +0.7%
CM
294
Capula Management
Cayman Islands
$229K +$222K +1,460 New
Envestnet Portfolio Solutions
295
Envestnet Portfolio Solutions
Illinois
$227K +$220K +1,448 New
CIM
296
Contravisory Investment Management
Massachusetts
$225K +$218K +1,434 New
SAM
297
Shell Asset Management
Netherlands
$223K -$3.19K -21 -1%
PFA
298
Pettinga Financial Advisors
Indiana
$221K
S
299
SignatureFD
Georgia
$218K +$158K +1,037 +294%
CTC
300
Central Trust Company
Missouri
$217K -$48.1K -317 -19%

OLED Hedge Fund Activity: Q3 2023 in Review

398 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q3 2023, worth a combined $5.74B — up 9.2% from $5.25B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new OLED positions and 46 closed out — a net gain of 4 holders — while 119 added to existing stakes and 147 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $38.2M. The largest seller was UBS AM, cutting an estimated $53.5M.

  • 398 institutional investors held Universal Display (OLED) as of Q3 2023, down from 399 in Q2 2023.
  • Funds reported $5.74B of Universal Display stock for Q3 2023, up 9.2% quarter-over-quarter.
  • 50 funds opened new Universal Display positions in Q3 2023 and 46 closed out, a net change of +4 holders.
  • The largest Universal Display buyer in Q3 2023 was Point72 Asset Management, an estimated $38.2M added.
  • The largest Universal Display seller in Q3 2023 was UBS AM, an estimated $53.5M sold.

Based on aggregated 13F filings for Q3 2023.