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Universal Display
OLED

Overview Fund Activity

438 hedge funds and large institutions have $7.45B invested in Universal Display in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 151 increasing their positions, 141 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
-12
Holders Change %
-2.67%
% of All Funds
7.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
43
Increased
151
Reduced
141
Closed
52
Calls
$187M
Puts
$161M
Net Calls
+$25.8M
Net Calls Change
-$63.5M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$520M
2
BlackRock
BlackRock
New York
$909M
3
LCP
LGT Capital Partners
Switzerland
$33M
4
Norges Bank
Norges Bank
Norway
$214M
5
VNIM
Vaughan Nelson Investment Management
Texas
$105M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$97M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$162M
3
UBS AM
UBS AM
Illinois
$168M
4
FAM
Fred Alger Management
New York
$74.9M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTFG
326
Wells Trecaso Financial Group
Ohio
$222K -$2.22K -10 -1%
FSC
327
Full Sail Capital
Oklahoma
$222K – – –
NSAM
328
North Star Asset Management
Wisconsin
$222K – – –
CAM
329
Columbia Asset Management
Michigan
$222K – – –
SAF
330
Smith Anglin Financial
Texas
$216K +$222 +1 +0.1%
BOS
331
Bank of Stockton
California
$208K -$2.67K -12 -1%
CA
332
Cambridge Advisors
Nebraska
$208K – – –
XT
333
XTX Topco
Cayman Islands
$200K -$253K -1,140 -56%
CG
334
Caprock Group
Idaho
$200K -$2.23K -10 -1%
KIA
335
KCM Investment Advisors
California
$200K – – –
APA
336
American Portfolios Advisors
New York
$182K -$1.78K -8 -1%
BAM
337
Belpointe Asset Management
Nevada
$171K +$4.23K +19 +3%
QT
338
Quantbot Technologies
New York
$169K +$169K +762 New
IA
339
IFP Advisors
Florida
$154K -$889 -4 -0.6%
GWM
340
Geneos Wealth Management
Colorado
$143K – – –
SPIA
341
Steward Partners Investment Advisory
New York
$137K -$296K -1,326 -68%
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$137K -$12.5K -56 -8%
TFM
343
TFC Financial Management
Massachusetts
$133K – – –
PAM
344
Panagora Asset Management
Massachusetts
$130K +$3.78K +17 +3%
FPS
345
Fieldpoint Private Securities
Connecticut
$129K +$1.02K +5 +0.8%
BDWM
346
Brewin Dolphin Wealth Management
Ireland
$111K – – –
KLWA
347
Kelly Lawrence W & Associates
California
$111K – – –
SSB
348
Sandy Spring Bank
Maryland
$109K +$94.6K +427 +657%
PA
349
Parallel Advisors
California
$102K +$12.8K +58 +14%
RIM
350
Rockbridge Investment Management
New York
$94K – – –
12 13
14
15 16