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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
SAM
301
Shell Asset Management
Netherlands
$208K -$1.15K -8 -0.6%
E
302
Ergoteles
New York
$206K +$205K +1,429 New
PMEF
303
Point72 Middle East FZE
United Arab Emirates
$206K +$205K +1,429 New
PFA
304
Pettinga Financial Advisors
Indiana
$203K
CT
305
Clearstead Trust
Maine
$202K
ACM
306
Aquatic Capital Management
Illinois
$202K +$201K +1,400 New
AAM
307
Advisors Asset Management
Colorado
$201K -$119K -831 -37%
CAM
308
Columbia Asset Management
Michigan
$192K
ST
309
Smithfield Trust
Pennsylvania
$187K
DSC
310
Duncker Streett & Co
Missouri
$170K
SWM
311
Spire Wealth Management
Virginia
$148K -$1.15K -8 -0.8%
SFG
312
Steward Financial Group
Texas
$137K -$22.6K -158 -14%
SSB
313
Sandy Spring Bank
Maryland
$111K
C
314
Covestor
United Kingdom
$108K -$143 -1 -0.1%
TC
315
Truvestments Capital
Florida
$94.8K
Nisa Investment Advisors
316
Nisa Investment Advisors
Missouri
$91.2K -$203K -1,420 -69%
MIFH
317
Migdal Insurance & Financial Holdings
Israel
$91K -$116K -807 -56%
PA
318
Parallel Advisors
California
$88.6K +$3.15K +22 +4%
SPIA
319
Steward Partners Investment Advisory
New York
$86.8K -$430 -3 -0.5%
HCA
320
Harbor Capital Advisors
Illinois
$84K +$83.5K +583 New
AT
321
Avalon Trust
New Mexico
$81.4K
NA
322
NewEdge Advisors
Louisiana
$75.7K
CI Investments Inc
323
CI Investments Inc
Ontario, Canada
$75K +$7.74K +54 +12%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$70.6K +$20.1K +140 +40%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$69.8K +$9.31K +65 +16%

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.