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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
GCIA
301
Gabelli & Co Investment Advisers
New York
$365K
VWM
302
Venturi Wealth Management
Texas
$365K +$268K +1,321 +316%
SCM
303
Shelton Capital Management
Colorado
$364K -$4.66K -23 -1%
TWM
304
Thrive Wealth Management
Pennsylvania
$361K +$348K +1,719 New
Citadel Advisors
305
Citadel Advisors
Florida
$353K -$5.7M -28,120 -94%
OLA
306
Oliver Luxxe Assets
New Jersey
$346K
EWA
307
EverSource Wealth Advisors
Alabama
$336K +$319K +1,574 +5,830%
C
308
Certuity
Florida
$334K -$104K -514 -24%
PCA
309
Pallas Capital Advisors
Massachusetts
$333K +$335K +1,654 New
PCS
310
Personal CFO Solutions
New Jersey
$331K -$65.2K -322 -17%
CCM
311
Coldstream Capital Management
Washington
$330K +$353K +1,740 New
CL
312
Choreo LLC
Illinois
$330K +$45.8K +226 +16%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$321K
ATPW
314
Ashton Thomas Private Wealth
Arizona
$318K +$608 +3 +0.2%
QCM
315
QRG Capital Management
Illinois
$317K +$63.8K +315 +26%
EIP
316
Epoch Investment Partners
New York
$314K
PAS
317
Park Avenue Securities
New York
$302K +$72.3K +357 +33%
DC
318
Davenport & Co
Virginia
$301K +$291K +1,435 New
AWM
319
Axxcess Wealth Management
California
$300K +$289K +1,427 New
S
320
SignatureFD
Georgia
$294K +$7.9K +39 +3%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$294K +$9.93K +49 +4%
BFG
322
Berger Financial Group
Minnesota
$294K +$284K +1,400 New
PFA
323
Pettinga Financial Advisors
Indiana
$291K -$2.03K -10 -0.7%
Brown Advisory
324
Brown Advisory
Maryland
$286K -$69.1K -341 -20%
Verition Fund Management
325
Verition Fund Management
Connecticut
$285K -$406K -2,005 -60%

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.