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Universal Display
OLED

Overview Fund Activity

438 hedge funds and large institutions have $7.45B invested in Universal Display in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 151 increasing their positions, 141 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
-12
Holders Change %
-2.67%
% of All Funds
7.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
43
Increased
151
Reduced
141
Closed
52
Calls
$187M
Puts
$161M
Net Calls
+$25.8M
Net Calls Change
-$63.5M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$520M
2
BlackRock
2
BlackRock
New York
$909M
3
LCP
3
LGT Capital Partners
Switzerland
$33M
4
Norges Bank
4
Norges Bank
Norway
$214M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$105M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$97M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$162M
3
UBS AM
3
UBS AM
Illinois
$168M
4
FAM
4
Fred Alger Management
New York
$74.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
301
Kestra Advisory Services
Texas
$295K +$295K +1,329 New
EGM
302
Engineers Gate Manager
New York
$293K +$293K +1,319 New
M&T Bank
303
M&T Bank
New York
$291K -$2.32M -10,378 -89%
MFG
304
Magnus Financial Group
New York
$290K -$4.45K -20 -2%
NA
305
NewEdge Advisors
Louisiana
$289K -$7.11K -32 -2%
SWM
306
Spire Wealth Management
Virginia
$289K +$7.33K +33 +3%
Koshinski Asset Management
307
Koshinski Asset Management
Illinois
$288K -$255K -1,147 -47%
Impax Asset Management Group
308
Impax Asset Management Group
United Kingdom
$275K – – –
IRF
309
IBM Retirement Fund
New York
$271K -$52K -234 -16%
RIG
310
Roosevelt Investment Group
New York
$270K -$5.51M -24,801 -95%
GF
311
Gabelli Funds
New York
$267K +$267K +1,200 New
SG
312
StoneX Group
New York
$261K – – –
SSWM
313
Sheets Smith Wealth Management
North Carolina
$259K +$259K +1,163 New
PHK
314
Point72 Hong Kong
Hong Kong
$256K +$256K +1,152 New
CAN
315
Cetera Advisor Networks
California
$253K +$18.9K +85 +8%
FMT
316
First Mercantile Trust
Tennessee
$249K -$13.8K -62 -5%
SBL
317
Sargent Bickham Lagudis
Colorado
$246K -$11.1K -50 -4%
FP
318
Foundry Partners
Minnesota
$245K – – –
HSBC Holdings
319
HSBC Holdings
United Kingdom
$241K -$14.8K -67 -6%
WA
320
WealthTrust Axiom
Pennsylvania
$239K – – –
RJT
321
Raymond James Trust
Florida
$238K – – –
ESCM
322
Echo Street Capital Management
New York
$228K +$228K +1,026 New
AAS
323
Avantax Advisory Services
Texas
$226K – – –
FFA
324
Founders Financial Alliance
North Carolina
$226K – – –
SFI
325
Susquehanna Fundamental Investments
Pennsylvania
$225K +$225K +1,010 New
11 12
13
14 15