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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
William Blair & Company
276
William Blair & Company
Illinois
$526K -$1.62K -8 -0.3%
FCM
277
Firestone Capital Management
Florida
$524K +$506K +2,498 New
CCC
278
Chesapeake Capital Corp
Florida
$514K +$110K +545 +28%
ONB
279
Old National Bancorp
Indiana
$509K +$491K +2,423 New
RWB
280
RMR Wealth Builders
New Jersey
$489K
CWM
281
Connecticut Wealth Management
Connecticut
$484K
EC
282
EntryPoint Capital
New York
$471K +$455K +2,246 New
TRCT
283
Tower Research Capital (TRC)
New York
$462K +$299K +1,476 +203%
PWM
284
Perigon Wealth Management
California
$458K +$9.12K +45 +2%
Bessemer Group
285
Bessemer Group
New Jersey
$453K -$45.4K -224 -9%
EWS
286
Evergreen Wealth Solutions
Pennsylvania
$445K +$810 +4 +0.2%
SIA
287
Schechter Investment Advisors
Michigan
$444K +$2.03K +10 +0.5%
M&T Bank
288
M&T Bank
New York
$438K +$45.2K +223 +12%
CA
289
Calton & Associates
Florida
$431K +$203 +1 +0%
BNP Paribas Asset Management
290
BNP Paribas Asset Management
France
$420K
HWA
291
HCR Wealth Advisors
California
$420K
BMSSC
292
B. Metzler seel. Sohn & Co
Germany
$420K -$83.5K -412 -17%
Koshinski Asset Management
293
Koshinski Asset Management
Illinois
$409K +$154K +760 +64%
HFO
294
Heritage Family Offices
Arizona
$408K +$393K +1,942 New
RS
295
Robeco Schweiz
Switzerland
$399K -$2.41M -11,900 -86%
EF
296
Empowered Funds
Pennsylvania
$385K +$64.8K +320 +21%
KA
297
Kozak & Associates
Colorado
$381K
EA
298
Everpar Advisors
Oklahoma
$374K +$361K +1,782 New
GLA
299
Great Lakes Advisors
Illinois
$374K -$6.53M -32,241 -95%
BRWA
300
B. Riley Wealth Advisors
Florida
$369K +$93.4K +461 +36%

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.