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Universal Display

430 hedge funds and large institutions have $6.14B invested in Universal Display in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-21
Holders Change %
-4.66%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
49
Increased
131
Reduced
161
Closed
69
Calls
$92.7M
Puts
$105M
Net Calls
-$11.9M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Shares
Change %
OLA
301
Oliver Luxxe Assets
New Jersey
$278K
PRC
302
Pearl River Capital
Michigan
$271K +$271K +1,611 New
CIM
303
Contravisory Investment Management
Massachusetts
$270K
EC
304
EntryPoint Capital
New York
$269K +$269K +1,596 New
Franklin Resources
305
Franklin Resources
California
$261K +$261K +1,548 New
SAG
306
SageView Advisory Group
California
$256K +$256K +7,000 New
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$255K +$2.66K +16 +1%
ATPW
308
Ashton Thomas Private Wealth
Arizona
$253K
MML Investors Services
309
MML Investors Services
Massachusetts
$250K -$20.9K -124 -8%
CAM
310
Columbia Asset Management
Michigan
$250K
MM
311
MQS Management
New York
$240K -$105K -625 -30%
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$239K +$39.7K +234 +20%
SBIA
313
Sheaff Brock Investment Advisors
Indiana
$236K
GCM
314
Genus Capital Management
British Columbia, Canada
$236K +$236K +1,400 New
PFA
315
Pettinga Financial Advisors
Indiana
$235K
S
316
SignatureFD
Georgia
$231K -$843 -5 -0.4%
Envestnet Portfolio Solutions
317
Envestnet Portfolio Solutions
Illinois
$230K -$34K -202 -13%
CTC
318
Central Trust Company
Missouri
$223K +$8.59K +51 +4%
LNWWM
319
Laird Norton Wetherby Wealth Management
California
$221K +$19.7K +117 +10%
IC
320
IEQ Capital
California
$221K +$5.39K +32 +3%
BBI
321
Baxter Bros Inc
Connecticut
$219K
ST
322
Smithfield Trust
Pennsylvania
$218K
Koshinski Asset Management
323
Koshinski Asset Management
Illinois
$216K -$79.5K -472 -27%
IFWM
324
Institute for Wealth Management
Colorado
$216K
CSPIA
325
Cary Street Partners Investment Advisory
Virginia
$215K