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Universal Display
OLED

Overview Fund Activity

451 hedge funds and large institutions have $7.12B invested in Universal Display in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 116 increasing their positions, 161 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+54
Holders Change %
+13.6%
% of All Funds
6.61%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
90
Increased
116
Reduced
161
Closed
28
Calls
$152M
Puts
$145M
Net Calls
+$7.08M
Net Calls Change
-$8.88M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$394M
2
Morgan Stanley
Morgan Stanley
New York
$126M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$238M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$117M
5
Korea Investment Corp
Korea Investment Corp
South Korea
$42M

Top Sellers

1
FCM
Frontier Capital Management
Massachusetts
$11.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
$197M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
LCP
LGT Capital Partners
Switzerland
$25.7M
5
EIP
Epoch Investment Partners
New York
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
301
Contravisory Investment Management
Massachusetts
$307K +$32.7K +171 +12%
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$299K +$22.4K +117 +8%
Verition Fund Management
303
Verition Fund Management
Connecticut
$293K -$739K -3,864 -72%
IFU
304
iSAM Funds (UK)
United Kingdom
$293K +$293K +1,530 New
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$290K – – –
ATPW
306
Ashton Thomas Private Wealth
Arizona
$288K -$765 -4 -0.3%
HI
307
Handelsinvest Investeringsforvaltning
Denmark
$284K +$284K +1,487 New
Wolverine Trading
308
Wolverine Trading
Illinois
$280K -$654K -3,419 -70%
BWP
309
Balboa Wealth Partners
Arizona
$269K -$348K -1,817 -56%
SBIA
310
Sheaff Brock Investment Advisors
Indiana
$268K -$47.8K -250 -15%
PFA
311
Pettinga Financial Advisors
Indiana
$267K -$2.87K -15 -1%
SSA
312
Schonfeld Strategic Advisors
New York
$266K -$2.21M -11,559 -89%
S
313
SignatureFD
Georgia
$264K -$2.3K -12 -0.9%
VF
314
Vest Financial
Virginia
$257K +$257K +1,345 New
CI Investments Inc
315
CI Investments Inc
Ontario, Canada
$252K -$40.1K -210 -14%
CAM
316
Columbia Asset Management
Michigan
$250K – – –
BBI
317
Baxter Bros Inc
Connecticut
$249K – – –
ST
318
Smithfield Trust
Pennsylvania
$248K – – –
IFWM
319
Institute for Wealth Management
Colorado
$245K – – –
CSPIA
320
Cary Street Partners Investment Advisory
Virginia
$245K +$245K +1,279 New
IC
321
IEQ Capital
California
$244K -$5.74K -30 -2%
CTC
322
Central Trust Company
Missouri
$244K -$20.3K -106 -8%
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$240K +$240K +1,255 New
WLG
324
Williamson Legacy Group
Indiana
$234K +$234K +1,222 New
ML
325
McAdam LLC
Pennsylvania
$234K +$234K +1,221 New
11 12
13
14 15