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Universal Display
OLED

Overview Fund Activity

397 hedge funds and large institutions have $5.25B invested in Universal Display in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 127 increasing their positions, 136 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+9
Holders Change %
+2.32%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
54
Increased
127
Reduced
136
Closed
44
Calls
$128M
Puts
$76.8M
Net Calls
+$51.4M
Net Calls Change
-$14.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$647M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$182M
3
Jennison Associates
Jennison Associates
New York
$119M
4
AllianceBernstein
AllianceBernstein
Tennessee
$207M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$10.4M

Top Sellers

1
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.24M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$16.5M
3
2
2Xideas
Switzerland
$0
4
LCP
LGT Capital Partners
Switzerland
$47.6M
5
Holocene Advisors
Holocene Advisors
New York
$7.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
326
Lazard Asset Management
New York
$68K -$24.1K -169 -26%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$65K -$4.16K -29 -6%
WT
328
Washington Trust
Rhode Island
$60.2K – – –
FMB
329
Field & Main Bank
Kentucky
$57.7K – – –
EAM
330
Erste Asset Management
Austria
$56.9K – – –
FHA
331
First Horizon Advisors
Tennessee
$51.2K – – –
S
332
SignatureFD
Georgia
$50.9K +$10.5K +73 +26%
TSWM
333
Tyler-Stone Wealth Management
Ohio
$43K +$43K +300 New
CFGS
334
Concourse Financial Group Securities
Alabama
$40.8K -$4.61K -32 -10%
BWM
335
Baystate Wealth Management
Massachusetts
$40.7K +$144 +1 +0.4%
QCG
336
Quadrant Capital Group
Ohio
$39.1K -$5.19K -36 -12%
CNBTD
337
Citizens National Bank Trust Department
Mississippi
$36K – – –
UB
338
UMB Bank
Missouri
$28.8K – – –
PFG
339
Piershale Financial Group
Illinois
$28.8K – – –
WP
340
WealthPLAN Partners
Nebraska
$28.8K – – –
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$28.2K +$2.74K +19 +11%
IUHSA
342
Itau Unibanco Holding S.A.
Brazil
$22.6K +$22.6K +157 New
Jones Financial Companies
343
Jones Financial Companies
Missouri
$21.6K +$21.6K +150 New
GWM
344
Geneos Wealth Management
Colorado
$19K – – –
TPCW
345
TD Private Client Wealth
New York
$19K – – –
CA
346
Centerpoint Advisors
Massachusetts
$17K -$2.55K -18 -13%
JGIA
347
Jackson Grant Investment Advisers
Connecticut
$15.3K – – –
HFM
348
Harvest Fund Management
China
$15K -$62.1K -435 -81%
WTC
349
WhitTier Trust Company
Nevada
$14.4K – – –
N
350
Natixis
France
$14.4K – – –
12 13
14
15 16