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Universal Display
OLED

Overview Fund Activity

478 hedge funds and large institutions have $8.12B invested in Universal Display in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+19
Holders Change %
+4.14%
% 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
0.12%
New
72
Increased
173
Reduced
149
Closed
52
Calls
$141M
Puts
$126M
Net Calls
+$15.6M
Net Calls Change
-$51.7M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$518M
2
BlackRock
BlackRock
New York
$1.02B
3
Wells Fargo
Wells Fargo
California
$92.7M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$80.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$317M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$295M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
$0
4
UBS AM
UBS AM
Illinois
$267M
5
Macquarie Group
Macquarie Group
Australia
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
Shelton Capital Management
Colorado
$364K -$4.83K -23 -1%
TWM
302
Thrive Wealth Management
Pennsylvania
$361K +$361K +1,719 New
Citadel Advisors
303
Citadel Advisors
Florida
$353K -$5.9M -28,120 -94%
OLA
304
Oliver Luxxe Assets
New Jersey
$346K – – –
EWA
305
EverSource Wealth Advisors
Alabama
$336K +$330K +1,574 +5,830%
C
306
Certuity
Florida
$334K -$108K -514 -24%
PCA
307
Pallas Capital Advisors
Massachusetts
$333K +$333K +1,654 New
PCS
308
Personal CFO Solutions
New Jersey
$331K -$67.6K -322 -17%
CCM
309
Coldstream Capital Management
Washington
$330K +$330K +1,740 New
CL
310
Choreo LLC
Illinois
$330K +$45.9K +226 +16%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$321K – – –
ATPW
312
Ashton Thomas Private Wealth
Arizona
$318K +$630 +3 +0.2%
QCM
313
QRG Capital Management
Illinois
$317K +$66.1K +315 +26%
EIP
314
Epoch Investment Partners
New York
$314K – – –
PAS
315
Park Avenue Securities
New York
$302K +$75K +357 +33%
DC
316
Davenport & Co
Virginia
$301K +$301K +1,435 New
AWM
317
Axxcess Wealth Management
California
$300K +$300K +1,427 New
S
318
SignatureFD
Georgia
$294K +$8.19K +39 +3%
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$294K +$10.3K +49 +4%
BFG
320
Berger Financial Group
Minnesota
$294K +$294K +1,400 New
PFA
321
Pettinga Financial Advisors
Indiana
$291K -$2.1K -10 -0.7%
Brown Advisory
322
Brown Advisory
Maryland
$286K -$71.6K -341 -20%
Verition Fund Management
323
Verition Fund Management
Connecticut
$285K -$421K -2,005 -60%
ST
324
Smithfield Trust
Pennsylvania
$283K +$11.3K +54 +4%
FTWA
325
Fifth Third Wealth Advisors
Ohio
$283K -$29.2K -139 -9%
11 12
13
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