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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 %
CCC
276
Chesapeake Capital Corp
Florida
$514K +$112K +545 +28%
ONB
277
Old National Bancorp
Indiana
$509K +$509K +2,423 New
RWB
278
RMR Wealth Builders
New Jersey
$489K – – –
CWM
279
Connecticut Wealth Management
Connecticut
$484K – – –
EC
280
EntryPoint Capital
New York
$471K +$471K +2,246 New
TRCT
281
Tower Research Capital (TRC)
New York
$462K +$310K +1,476 +203%
PWM
282
Perigon Wealth Management
California
$458K +$9.45K +45 +2%
Bessemer Group
283
Bessemer Group
New Jersey
$453K -$47.1K -224 -9%
EWS
284
Evergreen Wealth Solutions
Pennsylvania
$445K +$840 +4 +0.2%
SIA
285
Schechter Investment Advisors
Michigan
$444K +$2.1K +10 +0.5%
M&T Bank
286
M&T Bank
New York
$438K +$46.8K +223 +12%
CA
287
Calton & Associates
Florida
$431K +$210 +1 +0%
BNP Paribas Asset Management
288
BNP Paribas Asset Management
France
$420K – – –
HWA
289
HCR Wealth Advisors
California
$420K – – –
BMSSC
290
B. Metzler seel. Sohn & Co
Germany
$420K -$86.5K -412 -17%
Koshinski Asset Management
291
Koshinski Asset Management
Illinois
$409K +$160K +760 +64%
HFO
292
Heritage Family Offices
Arizona
$408K +$408K +1,942 New
RS
293
Robeco Schweiz
Switzerland
$399K -$2.5M -11,900 -86%
EF
294
Empowered Funds
Pennsylvania
$385K +$67.2K +320 +21%
KA
295
Kozak & Associates
Colorado
$381K – – –
EA
296
Everpar Advisors
Oklahoma
$374K +$374K +1,782 New
GLA
297
Great Lakes Advisors
Illinois
$374K -$6.77M -32,241 -95%
BRWA
298
B. Riley Wealth Advisors
Florida
$369K +$96.6K +461 +36%
GCIA
299
Gabelli & Co Investment Advisers
New York
$365K – – –
VWM
300
Venturi Wealth Management
Texas
$365K +$277K +1,321 +316%
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